Construction Viz

Project Management Perfect

project management

Relate Drawings and Specifications to Any Form with Construction Viz

Forms |

Construction forms such as RFIs frequently reference drawings. Unfortunately, searching for an RFI to find a drawing or vice versa can be cumbersome in a PMIS.

With our latest Construction Viz for Microsoft 365 release, you can now see related drawings and specifications in any form app. You can also see every related form in the Drawings and Specifications apps. Discover why this small change can be a significant help in managing project documents in the article below.

Enhancing the Construction Viz Related Drawings Feature

Construction Viz provides related drawings and specifications components that you can add to any form app. The benefit of this is that if you use the Drawings and Specifications apps, you can centralize your records in one place. Instead of having to attach files from your desktop, you can simply find and relate those records in any form. This feature centralizes drawings and specifications, avoiding outdated revisions that can circulate throughout the project.

With the latest update, we have introduced a significant time-saver with the ability to display all form app records related to drawings and specifications within the Drawings and Specifications apps.

For example, if you know the RFI you are looking for, you can easily access the related drawings within the RFI. Alternatively, if you know the drawing, you can access all the related RFIs within that drawing. This feature is available across all apps!

If you would like to learn more about what’s possible with Construction Viz in your Microsoft 365, you can request a demo here.

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Phase 3 of the Construction Viz Questionnaire: Now with Geolocated Photos

Forms |

The Questionnaire component for Construction Viz is a powerful and dynamic feature that you can add to any of our construction form apps to capture questions and responses. With Phase 3, we included the ability to add geolocated photos to every response! Discover how this enhancement will elevate field inspections.

Our team recently released a new questionnaire component that Construction Viz users can add to any form app to collect unique response types for each question, including text, checkboxes, dates, numbers, and locations. Phase 2 of our enhancement roadmap allowed users to include ad hoc comments to each response.

Add Geolocated Photos to Your Construction Forms

With Phase 3, you can now take photos or upload as many images as needed for each response. The ability to attach pictures is a huge benefit for field inspections or when creating a punch list, where progress or issues need to be identified and supported by photos.

LS_Questionnaire_Images

Additionally, we have connected our interactive flyout menu, allowing you to see each image in a full-screen view and add metadata such as a title, description, and geospatial location. If you don’t know the latitude and longitude of where a photo was taken or have location services turned off with your mobile device, you have the option to move a pin on a map to set the desired location to capture Lat/Long.

As with all of our Construction Viz apps, the data is stored in your Microsoft 365 SharePoint lists and libraries.

Stay tuned: we are currently working on a few more powerful features for the questionnaire component, including providing lookups as a new data type to allow users to select data, such as a building inventory, from a predefined list.

Lydon Solutions continues to innovate and deliver solutions to real-world construction challenges with Construction Viz. You can request a demo of Construction Viz for Microsoft 365 below.

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Construction Viz Questionnaire Phase 2 and Beyond!

Forms |

After building a truly dynamic questionnaire feature into Construction Viz, we quickly followed up with the ability to add comments to every response.

Check out this post to see how this small but super helpful feature provides even more flexibility to the Questionnaire component and see what's coming down the pike!

New Construction Questionnaire Comments Field Enhancement

Questionnaires need to be as dynamic as possible. Based on client feedback, users wanted the ability to add comments to each response to provide further explanation. For example, when completing an inspection report, the inspector might indicate a non-compliance issue per their observation checklist and use the new comments feature for that specific response to further elaborate as to why.

The comments can be printed to PDF with the form using the report wizard. As with all Construction Viz apps, the tool automatically saves the data to the client's Microsoft 365 SharePoint site.

A Preview of the Roadmap

We have several more exciting enhancements on the roadmap that will add even more features to the questionnaire component very soon, including:

  • Adding photos to every response, including geospatial data. This enhancement will make collecting punch-list items a breeze.
  • Sorting through and finding photos quickly with a new image view that displays all photos added to a questionnaire, complete with metadata.
  • Pulling data from a centralized list with a new lookup response type. This feature will enable organizations to establish standard lists, such as a set of inventory materials that you can assign to each response as you complete it.

And that is just a small preview of what's to come. Stay tuned for more updates.

Lydon Solutions continues to innovate and deliver solutions to real-world construction challenges with Construction Viz. You can request a demo of Construction Viz for Microsoft 365 below.

Get a Free Demo

Customized Questionnaires Now Available in All Construction Viz Apps

Forms |

Whether you are completing a site inspection, daily report, or even a risk assessment, you may need to create customized questionnaires where you can add unique questions and choose the types of responses, like a date or checkbox. With our latest release of Construction Viz, we aimed to deliver a truly dynamic questionnaire solution that is available across all our apps. Check out this article to find out more.

The new questionnaire component delivers robust and dynamic features on all fronts, and as with all Construction Viz applications, the data is stored on your SharePoint sites.

Questionnaires Available in All Construction Viz Apps

The questionnaire component is available across all Construction Viz apps. It is available in the daily and inspection form apps by default, but you can activate it on any of our apps.

Need questionnaires in a Change Request or Submittal form app? No problem. Activate the questionnaire feature in the settings.

Construction Questionnaire

Construction Viz Questionnaire Component Features

Custom response data types

Want different response data types for each question? When creating a questionnaire template, an admin can assign each question a unique response type, such as a checkbox, currency, date, date/time, instruction, location, number, percent, and text.

Construction Questionnaire

User enabled questionnaires

You might have a set of questions that require responses in a form by default, but you might also need the flexibility to respond to questions depending on the unique circumstance or condition.

The new user-enabled questionnaires allow the initiator to enable other related questions depending on the situation, providing the ultimate flexibility.

Form type questionnaires

We added a new form type field to select forms that can drive which questionnaires are enabled in the form. So, when a user selects a safety inspection form type in an inspection report form app, the safety questionnaires are made available by default.

Construction Questionnaire

These new questionnaire features in Construction Viz provide the ability to adapt to dynamic business needs and increase overall efficiency on construction projects.

Lydon Solutions continues to innovate and deliver solutions to real-world problems with Construction Viz. You can request a demo of Construction Viz for Microsoft 365 below.

Customize Form Statuses and Notifications with Construction Viz

Notifications |

Configurable statuses and notifications for the way you work!

Every company, project, and project manager manages construction projects differently. Having unique form statuses and defining when a user receives a notification is no different. Check out this article to see how Construction Viz can adapt form statuses and notifications to your processes.

Customize Statuses and Notifications Easily in Construction Viz

Keeping your process flexible is the name of the game in construction, and this is why we built a custom form app status and notification feature in Construction Viz.

Form statuses can be different on every project, depending on the contract requirement. For example, you might want a form review status of a submittal to be “Ready for Review” instead of “Open” or an RFI status to be “Acknowledge” instead of “Review Required.” These may be slight differences, but depending on the client, they can make a big difference with regard to ball in court and turnaround time.

With Construction Viz, you can create your own statuses, identify default statuses when you create a new form, and determine which ones will trigger a notification for users to take action. We made the entire process simple and straightforward so you can set up quickly and focus on what matters: getting work done.

See our lineup of construction form apps here.

Construction Project Management Your Way

Our configurable statuses and notification features let you customize your communication workflows to meet your needs. You can find out more about Construction Viz on the features page.

Ready to streamline your construction project workflows? Discover how Construction Viz can revolutionize your project management. Request a free demo today and see the difference it can make for your organization.

Get a Free Demo

Construction Viz Document Control 2.0

Document Control |

Every company, project, and project manager does things differently in construction. Lydon Solutions continuously updates Construction Viz to accommodate our clients' unique business cases and integrate those features into the baseline product.

Document control is one of the cornerstones of Construction Viz, and we have recently made some powerful enhancements at our clients' request that you may find super helpful for your projects.

Check out this article to find out more.

Enhancements to Document Control in Construction Viz

There are several new document control features that we recently released that are unique to Construction Viz that might help you manage project documentation:

Tag files wherever you are

Most users store files in folders because they traditionally use File Explorer or shared drives. Folders are great, but metadata provides another level of document management because it frees you from a rigid nested folder structure.

Construction Viz leverages metadata throughout every application. With this latest update, we now allow users to tag files (including images and video) with metadata through the entire file lifecycle: On the upload file screen, within a form attachment grid, in a file-specific flyout menu, and the form documents view.

So, now there's no excuse not to assign metadata to your files. Your document control team will thank you, and the PMs can rest assured that they can find the files they are looking for.

Finalize document records

There are working files and final files. Working files are updated frequently by one or more team members. Final files are for end-user consumption, such as the final version of the contract in PDF format. You typically want to isolate these two types of files.

With the new finalize feature, you can select working file attachments in a form and click finalize to move them to another finalized file attachment area within the same form. This feature keeps the two file types separate and even allows them to be permission-controlled within the same form. This new component can also be added to any form to provide an additional layer of control at the document level.

Save and view files from another document library

You will likely use multiple related forms on a project but want to share a single file attachment location. For example, let's say you use two forms, like a Bid for the overall bid documents and Tasks for the bid requirement deliverables. Theoretically, you could have many tasks to complete a bid, but you don't want the uploaded associated files to reside in the individual Task forms. You might wish to have task files reside in the Bid form itself.

With this update, you can add the Bid form documents library to every task so that when you upload a file to a task, it is automatically saved to the Bid form, essentially sharing document libraries across forms. This new embedded component can be added to any form.

Simplify Your Construction Project Management

These pretty slick new features will help with your document management workflow, save your projects time and money, and avoid claims. You can find out more about Construction Viz on the features page.

Ready to streamline your construction project workflows? Discover how Construction Viz can revolutionize your project management. Request a free demo today and see the difference it can make for your organization.

Get a Free Demo