How office review works

Office review is the handoff from site to office. Field users capture; owners and admins review, price and decide what to send — all from the project workspace, in context.

1. 1

   Field user captures

   An onsite capture creates an instruction that needs review.

2. 2

   Open the project's Instructions register

   Owner/admin review happens on the project page. Its Instructions register lists open and field-captured items, with a Needs office review filter. (The old global review page is gone — /app/review just points you back to your projects.)

3. 3

   Triage each instruction

   Open an instruction to see the assessment, then create a draft variation notice or dismiss it. Registering it marks the capture converted to notice, so it stops showing as needing review.

4. 4

   Price it in the cost workbook

   Open the variation's cost workbook to price it properly and prepare the submission wording.

5. 5

   Mark the notice issued

   After you've reviewed and issued/sent the notice yourself, use Mark notice issued on the variation to record it (email, builder portal, hand delivered or other). This is a manual record only — nothing is sent automatically.

Nothing is sent automatically. The office decides what to send and sends it manually.