Custom Workflows and Forms in Bluerithm

Custom Workflows and Forms

Share This Post

There’s nothing else like Bluerithm! It’s a technical project management platform designed to automate and streamline complex workflows and activities, like commissioning, completions, inspections, test and balance, and digital asset data management on commercial and industrial construction projects. It’s much more than a tool for simple checklist and test forms.

Play Video about Custom Workflows and Forms

Bluerithm handles many different workflows and activities, including everything from early design stages and documentation to final closeout and turnover activity.


It can be a bridge between design, construction, commissioning, startup, and operations teams, facilitate data exchange from BIM tools like Revit, data that field and commissioning teams gather and enter, and operations management tools like maintenance management platforms and digital twins.

bluerithm lean handover

You can build many different workflows, processes, and types of checklists and forms on your projects.  Bluerithm is built around the concept of flexibility and modularity with building blocks to create online automated versions of the processes and ways of doing business that already work for you, and to design new ones to deliver even more value to your clients.

Here are a few examples:

Basic check sheets, like pre-functional checklist and ITRs.

You can include required document uploads as part of workflows.

Required Documents

General documentation, tracking and management including submittals and other project documentation.


Design reviews that you can share and assign to different groups in the project.

Design Reviews

Meeting minutes and site observations.

Functional performance and integrated systems tests that can be as simple or as complex as needed.


Matrices, including embedded equations and formulas that support any equation or formula in Excel.

Test Procedures

Matrices for batch testing and data.


And with any of these forms and workflows in Bluerithm, you can also build in your own custom validation rules. Validation rules drive automation and ensure none of the data that’s required for the workflow is missed or overlooked.

Validation rules can be simple for your basic checklist and test forms, or you can use a series of multiple validation rules using or, and, and operators across a single test form.

Custom Validation Rules
Validation Rules

You can even include required file uploads as part of the validation rules.

required file uploads

Validation rules drive the status of not only the check sheet, test form action item or document request that they’re attached to, but also the equipment and system they’re attached to, so when you’re looking at progress metrics for a Bluerithm project, you can be assured that what’s being reported is accurate, and you don’t need to dig down into the individual forms one by one to confirm that the data has indeed been entered or the files have been attached.


And best of all, all of your custom workflows, test form, check sheets and activities for your projects can be built into templates, so they can easily be copied and reused from project to project.


All of this functionality can be taken to the field, whether you have a connection to the internet or not. Bluerithm has native apps for iOS, Android, and Windows, so you can continue working offline and then synchronize your data with the cloud when your connection is restored.

There really is nothing else like Bluerithm – the technical project management platform designed to automate and streamline your complex workflows in projects.

Want to try out custom workflows and forms in Bluerithm for yourself?

More To Explore

Bluerithm AI tools

Exciting Bluerithm AI Tools Update

We’re happy to announce significant improvements to Bluerithm’s AI tools that will automate more of your project setup. What’s New? Enhanced Content Processing Upload entire sequences of operation and complex instructions AI tools now handle larger volumes of unformatted text


Customizable site visit report templates with options to track as standalone activities, or to incorporate into the issues log.


Customizable design review templates with options to track as standalone activities, or to incorporate into the issues log.


Customizable meeting minute templates.

TAB templates for custom forms with formulas that you can create and edit. 

Functional and integrated systems tests / level 4 and 5 forms for commercial commissioning. 

Virtually unlimited formats to support your unique needs. 

Pre-functional / level 2 and 3 checklists for commercial commissioning, installation and startup tracking.

Bluerithm has LEED process checklists to ensure you’re on track with your LEED certification requirements, as well as checklist and test forms so you can meet Fundamental and Enhanced LEED certification requirements.

Bluerithm has extensive templates ready to use and customize for a variety of commercial commissioning needs. 

Bluerithm has comprehensive punch list and issue log features to support thorough recording, tracking, and control workflows. New items and responses can be easily added on mobile devices in the field, even when offline. 

Issues are customizable on a project by project basis with custom fields.