Thanks to Chris from Revitdialog for this blog post...
Managing the Contract Administration Phase
....Two situations can happen during the Contract Admin phase, 1. A view that is already part of the bid documents needs to be modified in some way. Think, more information – not a change in design – which is similar but different. 2. The contractor is hinting that a view that doesn’t exist in the bid set should be provided.
Regardless of the situation the work flow is the same. Modify or create your view. Put on a sketch titleblock that has a mask in it. PDF / DWF the view. Send to contractor. There is this notion that you have to save each and every sketch that goes out of the office in the Revit environment. I don’t see the need and it just complicates things. You’ve already archived the bid set. You already have a PDF / DWF snapshot of your changes. Are you afraid that, the less than 1% of the time, you’ll have to go back and modify a view that was already issued? It’s not that difficult to add the titleblock again. I’ve automated mine so it requires very little effort.
Another question came up that had no resolution within the session. How do you number the sketches?
You really have two ways of doing it. The traditional way of naming them ASK-001, 002 ect. Most are familiar with that naming method. I would add an additional parameter field in the titleblock cross referencing what it was issued for (Site Instruction, Change Order, etc). Makes things a little bit easier.
Another method I found to be beneficial is to document how it was issued, as my starting point. So if I was at the 100th Site Instruction, I’d name my sketch sheet SI100-A01. If I was issuing out a change order, it would be CO005-A01. If you ever picked up that document off a desk, you knew immediately how it was issued. Warning – those with severe OCD might not like that method. In that case, you might be stuck with the previous method.
Modify what you got. If you don’t have it, create it and put it on a sheet. Add your titleblock and then PDF / DWF your sketch. Send it to the contractor. Go have a beer because your model is up to date and you did the least amount of work possible to keep the construction beast fed and moving. Repeat. Read the full blog post here.