Initial onboarding
Once consultants have been confirmed for a project, Equip Studio will begin the process of getting everyone set up and connected in BIM360. The following steps outline the typical onboarding process. For those who are Level Two Consultants, the onboarding process is slightly different and you should refer to the Level Two Consultants page for more information.
process
Step 1 - Project & Team Creation
Equip Studio will set up the project in BIM360 and create a team for each consultant using BIM360. Each team will be set up with the folder structure as outlined on the Folder Structure page.
Step 2 - Onboard Consultant's Team Manager
Equip Studio will add one member of each consultant's team (usually the BIM Manager or PM) who will then be responsible for maintaining their team and BIM360 space for the project. This member (known as the Team Manager) is given full folder control, which provides a permission level that allows them to add their team members as required. More information on adding additional team members can be found on the Add Team Members page.
Step 3 - Kickoff Email
The Project Manager at Equip will send a kickoff email outlining project details, especially those pertaining to BIM360, to all consultants once the previous steps have been completed.