{"id":366,"date":"2018-12-05T09:00:00","date_gmt":"2018-12-05T07:00:00","guid":{"rendered":"https:\/\/blogs.autodesk.com\/villagebim\/2018\/12\/bim-360-docs-le-cycle-d-approbation-2.html"},"modified":"2018-12-05T09:00:00","modified_gmt":"2018-12-05T07:00:00","slug":"bim-360-docs-le-cycle-d-approbation-2","status":"publish","type":"post","link":"https:\/\/blogs.autodesk.com\/villagebim\/2018\/12\/bim-360-docs-le-cycle-d-approbation-2.html","title":{"rendered":"BIM 360 Docs : Le cycle d\u2019approbation"},"content":{"rendered":"<p><a href=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad37ccb4e200c-pi\"><img loading=\"lazy\" decoding=\"async\" alt=\"clip_image002\" border=\"0\" height=\"234\" src=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3c295a9200b-pi\" style=\"background-image: none;margin-left: auto;margin-right: auto\" title=\"clip_image002\" width=\"454\" \/><\/a><\/p>\n<p>&#160;&#160;&#160;&#160;Autodesk BIM 360 Docs vient de se doter d\u2019une fonctionnalit\u00e9 tr\u00e8s attendue : <strong>la cr\u00e9ation et l\u2019utilisation de cycles d\u2019approbation.<\/strong><\/p>\n<p>&#160;&#160;&#160;&#160;Dans le cadre de la vie d\u2019un projet, l\u2019approbation est un \u00e9l\u00e9ment crucial car elle permet de valider les documents de fa\u00e7on officielle afin de les diffuser aux diff\u00e9rents membres du projet.<\/p>\n<p>&#160;&#160;&#160;&#160;Le cycle de l\u2019approbation est configur\u00e9 par un (ou des) membre du projet et contient tous les d\u00e9tails sur ce qui doit \u00eatre approuv\u00e9, les personnes qui approuvent et les \u00e9ch\u00e9ances. En g\u00e9n\u00e9ral, une approbation passe par les quatre phases suivantes :<\/p>\n<ul>\n<li>La cr\u00e9ation<\/li>\n<li>La soumission<\/li>\n<li>L\u2019activation<\/li>\n<li>La cl\u00f4ture<\/li>\n<\/ul>\n<p>&#160;&#160;&#160;&#160;Le syst\u00e8me informe les approbateurs choisis en leur envoyant des alertes par courrier \u00e9lectronique. Les approbateurs peuvent ajouter des commentaires ou poser des questions avant de prendre des d\u00e9cisions. Une fois l&#039;approbation termin\u00e9e (approuv\u00e9e ou refus\u00e9e), le propri\u00e9taire ou le r\u00e9viseur de l&#039;approbation est inform\u00e9 des r\u00e9sultats.<\/p>\n<p>Vous trouvez ci-dessous, la cr\u00e9ation et le mode op\u00e9ratoire de l\u2019utilisation d\u2019un cycle d\u2019approbation.<\/p>\n<p><strong><u>Etape 1 &#8211; Cr\u00e9ation d\u2019un cycle d\u2019approbation :<\/u><\/strong><\/p>\n<p>&#160;&#160;&#160;&#160;La premi\u00e8re \u00e9tape consiste \u00e0 cr\u00e9er un premier cycle d\u2019approbation.<\/p>\n<ul>\n<li>Apr\u00e8s avoir s\u00e9lectionn\u00e9 le projet (ici \u00ab <em>Village BIM 360<\/em> \u00bb), cliquez sur le bouton d\u2019administration du projet \u00ab <em>Project Admin<\/em> \u00bb,<\/li>\n<\/ul>\n<p><a href=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3c295ad200b-pi\"><img loading=\"lazy\" decoding=\"async\" alt=\"clip_image003\" border=\"0\" height=\"363\" src=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3c295b1200b-pi\" style=\"background-image: none;margin-left: auto;margin-right: auto\" title=\"clip_image003\" width=\"354\" \/><\/a><\/p>\n<ul>\n<li>Cliquez sur \u00ab <em>Service<\/em> \u00bb dans la zone \u00ab <em>Document Management<\/em> \u00bb,<\/li>\n<li>Dans la zone \u00ab <em>V\u00e9rifications<\/em> \u00bb, cliquez sur le bouton \u00ab <em>Cr\u00e9er un flux de travail d\u2019approbation<\/em> \u00bb,<\/li>\n<\/ul>\n<p><a href=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3c295b5200b-pi\"><img loading=\"lazy\" decoding=\"async\" alt=\"clip_image005\" border=\"0\" height=\"153\" src=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3a2f277200d-pi\" style=\"background-image: none;margin-left: auto;margin-right: auto\" title=\"clip_image005\" width=\"454\" \/><\/a><\/p>\n<ul>\n<li>Choisissez le type d\u2019approbation puis cliquez sur le bouton \u00ab <em>Suivant<\/em> \u00bb :<\/li>\n<\/ul>\n<p><a href=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3c295bc200b-pi\"><img loading=\"lazy\" decoding=\"async\" alt=\"clip_image006\" border=\"0\" height=\"252\" src=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3a2f27b200d-pi\" style=\"background-image: none;margin-left: auto;margin-right: auto\" title=\"clip_image006\" width=\"454\" \/><\/a><\/p>\n<p>Exemple de la s\u00e9lection d\u2019un cycle d\u2019approbation contenant deux \u00e9tapes d\u2019approbation :<\/p>\n<p><a href=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3a2f27f200d-pi\"><img loading=\"lazy\" decoding=\"async\" alt=\"clip_image007\" border=\"0\" height=\"323\" src=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3c295c3200b-pi\" style=\"background-image: none;margin-left: auto;margin-right: auto\" title=\"clip_image007\" width=\"454\" \/><\/a><\/p>\n<p>Nota : la derni\u00e8re \u00e9tape correspond toujours \u00e0 l\u2019approbateur final.<\/p>\n<ul>\n<li>La premi\u00e8re partie consiste \u00e0 identifier les diff\u00e9rents protagonistes de chaque \u00e9tape ainsi que le nombre de jours correspondant au d\u00e9lai de r\u00e9ponse autoris\u00e9.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3c295c7200b-pi\"><img loading=\"lazy\" decoding=\"async\" alt=\"clip_image009\" border=\"0\" height=\"218\" src=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3a2f283200d-pi\" style=\"background-image: none;margin-left: auto;margin-right: auto\" title=\"clip_image009\" width=\"454\" \/><\/a><\/p>\n<p>Nota : il est possible de sp\u00e9cifier plusieurs personnes \/ r\u00f4les \/ soci\u00e9t\u00e9s pour chacune des \u00e9tapes.<\/p>\n<ul>\n<li>La deuxi\u00e8me partie propose :<\/li>\n<\/ul>\n<p>&#160; &#160; &#160; &#160; &#160; &#160; &#160; &#160; o La cr\u00e9ation et \/ ou la modification des statuts d\u2019approbation<\/p>\n<p>&#160; &#160; &#160; &#160; &#160; &#160; &#160; &#160; o L\u2019action \u00e0 r\u00e9aliser lorsque le(s) document(s) est(sont) approuv\u00e9(s) ; le syst\u00e8me est en effet capable de copier les documents approuv\u00e9s dans un autre dossier de la plateforme, auquel les utilisateurs n\u2019ont que des droits d\u2019acc\u00e8s en lecture seule, par exemple<\/p>\n<p>&#160; &#160; &#160; &#160; &#160; &#160; &#160; &#160; o La description du cycle d\u2019approbation pour donner plus d\u2019informations aux futurs approbateurs<\/p>\n<p><a href=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3a2f287200d-pi\"><img loading=\"lazy\" decoding=\"async\" alt=\"clip_image011\" border=\"0\" height=\"302\" src=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3a2f28e200d-pi\" style=\"background-image: none;margin-left: auto;margin-right: auto\" title=\"clip_image011\" width=\"454\" \/><\/a><\/p>\n<p><strong><u>Etape 2 \u2013 Utilisation d\u2019un cycle d\u2019approbation :<\/u><\/strong><\/p>\n<p>&#160;&#160;&#160;&#160;A titre d\u2019exemple, voici le cycle que j\u2019ai cr\u00e9\u00e9 (je suis l\u2019initiateur et l\u2019approbateur).<\/p>\n<p><a href=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad37ccb63200c-pi\"><img loading=\"lazy\" decoding=\"async\" alt=\"clip_image013\" border=\"0\" height=\"361\" src=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3a2f295200d-pi\" style=\"background-image: none;margin-left: auto;margin-right: auto\" title=\"clip_image013\" width=\"409\" \/><\/a><\/p>\n<ul>\n<li>Dans BIM 360 Docs, s\u00e9lectionnez le (ou les) document(s) devant \u00eatre r\u00e9vis\u00e9(s) puis cliquez sur \u00ab <em>Soumettre pour r\u00e9vision<\/em> \u00bb (aujourd\u2019hui, ces documents doivent se trouver dans le m\u00eame dossier de la plateforme),<\/li>\n<\/ul>\n<p><a href=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad37ccb67200c-pi\"><img loading=\"lazy\" decoding=\"async\" alt=\"clip_image015\" border=\"0\" height=\"220\" src=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad37ccb6b200c-pi\" style=\"background-image: none;margin-left: auto;margin-right: auto\" title=\"clip_image015\" width=\"454\" \/><\/a><\/p>\n<p>Nota : tous les documents, plans 2D ou vues 3D peuvent \u00eatre soumis \u00e0 la r\u00e9vision.<\/p>\n<ul>\n<li>S\u00e9lectionnez \u00ab le cycle d\u2019approbation \u00bb cr\u00e9\u00e9 \u00e0 l\u2019\u00e9tape 1<\/li>\n<li>Ajoutez \u00e9ventuellement une note<\/li>\n<li>Cliquez sur le bouton \u00ab <em>Envoyer<\/em> \u00bb<\/li>\n<\/ul>\n<p><a href=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3a2f299200d-pi\"><img loading=\"lazy\" decoding=\"async\" alt=\"clip_image016\" border=\"0\" height=\"475\" src=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3a2f29f200d-pi\" style=\"background-image: none;margin-left: auto;margin-right: auto\" title=\"clip_image016\" width=\"354\" \/><\/a><\/p>\n<p>Nota : \u00e0 cette \u00e9tape vous pouvez ajouter un (ou des) document(s) suppl\u00e9mentaire(s)<\/p>\n<ul>\n<li>La fen\u00eatre suivante vous invite \u00e0 envoyer une notification aux r\u00e9viseurs et, \u00e9ventuellement \u00e0 avertir d\u2019autres membres de l\u2019\u00e9quipe.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3c295cc200b-pi\"><img loading=\"lazy\" decoding=\"async\" alt=\"clip_image017\" border=\"0\" height=\"409\" src=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3c295d4200b-pi\" style=\"background-image: none;margin-left: auto;margin-right: auto\" title=\"clip_image017\" width=\"354\" \/><\/a><\/p>\n<ul>\n<li>Quelques secondes plus tard, les personnes concern\u00e9es re\u00e7oivent les invitations et peuvent acc\u00e9der \u00e0 la r\u00e9vision en cliquant sur le lien actif (sur un ordinateur cela ouvrira la bonne section de BIM 360 dans un navigateur internet et sur un appareil mobile cela ouvrira la bonne section de l\u2019application mobile BIM 360).<\/li>\n<\/ul>\n<p><a href=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3c295d8200b-pi\"><img loading=\"lazy\" decoding=\"async\" alt=\"clip_image018\" border=\"0\" height=\"428\" src=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3c295dc200b-pi\" style=\"background-image: none;margin-left: auto;margin-right: auto\" title=\"clip_image018\" width=\"354\" \/><\/a><\/p>\n<ul>\n<li>Afin de d\u00e9marrer le processus, cliquez sur le bouton \u00ab <em>D\u00e9marrer la r\u00e9vision<\/em> \u00bb.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3a2f2a7200d-pi\"><img loading=\"lazy\" decoding=\"async\" alt=\"clip_image020\" border=\"0\" height=\"145\" src=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3a2f2ad200d-pi\" style=\"background-image: none;margin-left: auto;margin-right: auto\" title=\"clip_image020\" width=\"354\" \/><\/a><\/p>\n<p>Nota : La section \u00ab <em>Examine<\/em> \u00bb de BIM 360 Docs pr\u00e9sente les cycles de validation des documents du projet, pour un acc\u00e8s facile.<\/p>\n<ul>\n<li>La fen\u00eatre ci-dessous, vous informe que les personnes impliqu\u00e9es dans le cycle d\u2019approbation ne pourront effectuer leurs t\u00e2ches tant que vous n\u2019avez pas effectu\u00e9 la v\u00f4tre (logique !).<\/li>\n<\/ul>\n<p><a href=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3a2f2b3200d-pi\"><img loading=\"lazy\" decoding=\"async\" alt=\"clip_image021\" border=\"0\" height=\"155\" src=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad37ccb77200c-pi\" style=\"background-image: none;margin-left: auto;margin-right: auto\" title=\"clip_image021\" width=\"354\" \/><\/a><\/p>\n<ul>\n<li>Consultez les diff\u00e9rents documents et, le cas \u00e9ch\u00e9ant, sp\u00e9cifiez des remarques dans le champ pr\u00e9vu \u00e0 cet effet<\/li>\n<li>Cliquez \u00ab <em>Soumettre \u00e0 la r\u00e9vision<\/em> \u00bb afin de continuer le processus<\/li>\n<\/ul>\n<p><a href=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3a2f2b8200d-pi\"><img loading=\"lazy\" decoding=\"async\" alt=\"clip_image023\" border=\"0\" height=\"132\" src=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3c295e8200b-pi\" style=\"background-image: none;margin-left: auto;margin-right: auto\" title=\"clip_image023\" width=\"454\" \/><\/a><\/p>\n<ul>\n<li>En fin de r\u00e9vision (dernier approbateur), une fen\u00eatre vous indique son \u00e9tat (par exemple copie des fichiers dans un r\u00e9pertoire de partage)<a href=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3c295ec200b-pi\"><img loading=\"lazy\" decoding=\"async\" alt=\"clip_image024\" border=\"0\" height=\"451\" src=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3a2f2bc200d-pi\" style=\"background-image: none;margin-left: auto;margin-right: auto\" title=\"clip_image024\" width=\"454\" \/><\/a><\/li>\n<li>Enfin, vous y trouverez un r\u00e9sum\u00e9 des diff\u00e9rentes \u00e9tapes ainsi que les remarques et le statut.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad3a2f2c0200d-pi\"><img loading=\"lazy\" decoding=\"async\" alt=\"clip_image026\" border=\"0\" height=\"143\" src=\"https:\/\/villagebim.typepad.com\/.a\/6a015391e15a28970b022ad37ccb7d200c-pi\" style=\"background-image: none;margin-left: auto;margin-right: auto\" title=\"clip_image026\" width=\"454\" \/><\/a><\/p>\n<p>Nota : il s\u2019agit de la premi\u00e8re version de cette fonctionnalit\u00e9, certaines parties sont encore en langue Anglaise, mais tous cela va \u00e9voluer.<\/p>\n<p>Vous trouvez ci-dessous une vid\u00e9o tir\u00e9e d\u2019une pr\u00e9sentation d\u2019Alexandre lors d\u2019un webinaire sur BIM 360.<\/p>\n<p class=\"asset-video\" style=\"text-align: center\">\n<p>&#160;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&#160;&#160;&#160;&#160;Autodesk BIM 360 Docs vient de se doter d\u2019une fonctionnalit\u00e9 tr\u00e8s attendue : la cr\u00e9ation et l\u2019utilisation de cycles d\u2019approbation. &#160;&#160;&#160;&#160;Dans le cadre de la vie d\u2019un projet, l\u2019approbation est un \u00e9l\u00e9ment crucial car elle permet de valider les documents de fa\u00e7on officielle afin de les diffuser aux diff\u00e9rents membres du projet. &#160;&#160;&#160;&#160;Le cycle de [&hellip;]<\/p>\n","protected":false},"author":13092,"featured_media":2472,"menu_order":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[4,17,6],"tags":[20,44,7,11,450],"class_list":["post-366","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-autodesk-bim-360","category-nouveautes","category-trucs-et-astuces","tag-autodesk","tag-bim","tag-bim-360","tag-bim-360-docs","tag-cycle-dapprobation","dhig-theme--light"],"acf":[],"_links":{"self":[{"href":"https:\/\/blogs.autodesk.com\/villagebim\/wp-json\/wp\/v2\/posts\/366","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blogs.autodesk.com\/villagebim\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blogs.autodesk.com\/villagebim\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blogs.autodesk.com\/villagebim\/wp-json\/wp\/v2\/users\/13092"}],"replies":[{"embeddable":true,"href":"https:\/\/blogs.autodesk.com\/villagebim\/wp-json\/wp\/v2\/comments?post=366"}],"version-history":[{"count":0,"href":"https:\/\/blogs.autodesk.com\/villagebim\/wp-json\/wp\/v2\/posts\/366\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blogs.autodesk.com\/villagebim\/wp-json\/wp\/v2\/media\/2472"}],"wp:attachment":[{"href":"https:\/\/blogs.autodesk.com\/villagebim\/wp-json\/wp\/v2\/media?parent=366"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blogs.autodesk.com\/villagebim\/wp-json\/wp\/v2\/categories?post=366"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blogs.autodesk.com\/villagebim\/wp-json\/wp\/v2\/tags?post=366"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}