Architect's Supplemental Instructions Business Process

Architects use the Architect's Supplemental Instructions (ASI) business process to distribute instructions or design-related changes to the project team.

Characteristics

This is a Project-level business process with a workflow, provided in the system template.

Record Statuses

Acknowledged

terminal status

Canceled

terminal status

Closed

terminal status

Awaiting_Review

non-terminal status

Contractor_Review

non-terminal status

Workflow

The default workflow for the Architect's Supplemental Instructions business process is set up in a certain way; however, it may be used differently by your organization. Typically, a user with the necessary permissions can create the record and either move it directly to the end step or send it to others for review or approval. The recipients in the second step can approve or reject the record or send it on to others.

Related Processes

The Architect's Supplemental Instruction business process might create the following business processes: Change Request

The Architect's Supplemental Instruction business process might be created by the following business processes: Not applicable

Creating an Architect's Supplemental Instructions Record

Create an Architect's Supplemental Instructions record by navigating to Field Management / Architect's Supplemental Instructions on the Project/Shell tab, or from the Tasks log on the Home tab or relevant Project/Shell tab. Act on an existing Architect's Supplemental Instructions task that has been assigned to you from the Tasks log.

Complete the Architect's Supplemental Instructions form and attach related documents, if needed. After completing the form, click Send and select an action in the Workflow Actions list to determine the next step in the workflow. Click Send to route the form to the next assignee.

Note: You must enter a value in all required fields (*) before you can save the form.

  1. Go to your Project tab and switch to User mode.
  2. In the left Navigator, select Field Management, and then select Architect's Supplemental Instructions.
  3. On the Architect's Supplemental Instructions page, click Create. Complete the form. You can click Save at any time to save a draft version of the form. Draft versions are stored under Drafts.
  4. To add attachments, click Attach Files on the Attachments tab.
  5. After completing the form, click Send.
  6. On the Workflow Action Details tab, select who should receive this Architect's Supplemental Instructions.
    • If permitted, you can add users to the CC list. These users will receive a notification about this Architect's Supplemental Instructions but are not assigned a task.
    • If permitted, you can adjust task due dates for all users, or set individual task due dates for each assignee.
  7. Click Send.
  8. In the Notification window, review the content and click OK.

    The record moves to the next step in the workflow.

Completing the Architect's Supplemental Instructions Form

Key Information

Key information from the organization issuing this ASI

Field Name

Access

Description

Title

Required

Enter a title.

ASI Issuance Date

Editable

Date that the architect issued the ASI

AE Project Number

Editable

Architect's or Engineer's project number

ASI Number

Editable

ASI number from the project architect

Distribution

ASI distribution quantities

Field Name

Access

Description

Architect Copies

Editable

ASI copies to the architect

Owner Copies

Editable

ASI copies to the owner

Field Copies

Editable

ASI copies to the field

Contractor Copies

Editable

ASI copies to the contractor

Consultant Copies

Editable

ASI copies to the consultant

Other Copies

Editable

ASI copies to the other parties

Description

Instructions and drawings that pertain to this ASI. This information might appear in formal printouts of this ASI.

Field Name

Access

Description

Detailed Description

Editable

Detailed information about the short-description field. The field size can be expanded.

Drawings

Editable

A list of drawings related to the project

Architect Information

Details of the Architect for this ASI

Field Name

Access

Description

Legal Vendor Name

Required

Lists the legal vendor name if the vendor name is different from the vendor's full legal business name, the vendor has a name longer than 50 characters, or both.

Full Name

Editable

Full name of the primary contact

Vendor Contact Phone

Required

Phone number of the main vendor contact

Contact Email

Required

Contact email address for the main vendor

Address

Editable

Street address, P.O. box, apartment, suite, unit, building, floor, and so on. Do not include the contact's name.

City

Editable

City

State/Province

Editable

State or province

State/Province - Other

Editable

If selecting a country without defined states, provinces, or regions, this field provides additional information.

Country

Editable

Country

Zip/Postal Code

Editable

ZIP Code or postal code

Reference Contract Details

Details about the referenced contract relevant to the ASI

Field Name

Access

Description

Contract

Editable

Contract that is a reference to this record

Vendor Name

Editable

Name or nickname for this vendor. This field must be unique to each vendor. This name will be the primary way this company is identified in the system.

Effective Date

Editable

The date on which the contract takes effect

Cost & Schedule Information

Information about the potential cost and schedule impact of this ASI

Field Name

Access

Description

Cost Impact

Editable

Indicates whether there is a cost impact

Schedule Impact

Editable

Indicates whether there is a schedule impact

Owner Estimate

Editable

If there is a cost impact, this field shows the total amount of the cost impact.

Est. Schedule Impact (Days)

Editable

If the schedule is impacted, this field indicates the number of days that impact the schedule.

Cost Impact Notes

Editable

If there is a cost impact, this field describes the reason.

Schedule Impact Notes

Editable

Description of why the schedule is impacted, if a schedule impact is indicated.

Create a Change Request?

Editable

If selected, automatically create a change request upon approval of this record.

Change Request Record

Editable

Link to the created Change Request record, after it is created

Record Information

System information about this record

Field Name

Access

Description

Record Number

Read-Only

System-assigned record number

Status

Read-Only

Record status for a workflow BP record is based on the workflow action preceding the current workflow step.

Creator

Read-Only

Creator of this record

Creation Date

Read-Only

Date that the record was created

Record Last Update Date

Read-Only

Date that the record was last updated

Business Process Record URL

Read-Only

A shareable link to this record, for anyone with the necessary permissions

Project Number

Read-Only

Unique Project Number

Project Name

Read-Only

Name of the project

Additional Information

The ASI Additional Information block is reserved for future use by your organization.

Field Name

Access

Description

ASI Date Picker UDF 1

Disabled

Reserved for future use by your organization

ASI Date Picker UDF 2

Disabled

Reserved for future use by your organization

ASI Decimal UDF 1

Disabled

Reserved for future use by your organization

ASI Decimal UDF 2

Disabled

Reserved for future use by your organization

ASI Date Only Picker UDF 1

Disabled

Reserved for future use by your organization

ASI Date Only Picker UDF 2

Disabled

Reserved for future use by your organization

ASI Currency Amount UDF 1

Disabled

Reserved for future use by your organization

ASI Currency Amount UDF 2

Disabled

Reserved for future use by your organization

ASI Picker UDF 1

Disabled

Reserved for future use by your organization

ASI Picker UDF 2

Disabled

Reserved for future use by your organization

Additional Notes

The ASI Additional Notes block is reserved for future use by your organization.

Field Name

Access

Description

ASI Text 255 UDF 1

Disabled

Reserved for future use by your organization

ASI Text 255 UDF 2

Disabled

Reserved for future use by your organization

ASI Text 255 UDF 3

Disabled

Reserved for future use by your organization

ASI Text 255 UDF 4

Disabled

Reserved for future use by your organization

ASI Long Text UDF 1

Disabled

Reserved for future use by your organization

ASI Long Text UDF 2

Disabled

Reserved for future use by your organization

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Last Published Monday, April 14, 2025