File Workflows and Management in Bluerithm

File Workflows and Management

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Bluerithm has robust tools for managing files on your projects. And not just cloud file storage, which it also has, but real workflows where you need to assign, collect, review, reject, store, attach, transfer, and more with files from many different parties.

Play Video about File Workflows and Management

In Bluerithm you can add file requests, review, and approve as stand alone workflows like basic document requests for submittals or factory acceptance tests, or as part of other workflows like checksheets your guest project members are already working on, where a document upload is part of installation verification or system startup activity.

Required Files

Progress and status tracking for all of your file management rolls up into dashboards and metrics on your project, and there are multiple ways to extract, download, and automatically report the files with your other project data.

This is just another example of how Bluerithm delivers when you need to simplify complexity and bring order from chaos on your projects.

Want to try out file workflows and management in Bluerithm for yourself?

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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.