In this session, we discussed revisions: when to make a drawing a revision, tips on file names, title blocks, adding revision data, revision clouds, and keynotes.

Topics Covered:

• 00:16    We started by discussing general concepts regarding revisions. You don’t need to call a drawing a revision until after the drawing has been issued to somebody. If you’ve already submitted a drawing to your client and then made a change, there needs to be some indication on the drawing so that the client can know what has been changed. Maybe the changes don’t need to be clouded but only the drawing date needs to be changed. However, if the change is part of a drawing set for a building approval, you will need to cloud the changes, label them, note the revision on the title block, and submit the revised set as a building consent amendment.
• 02:10    Next, we covered tips on naming files. I tend to name files by using a job number and the client’s name, followed by the file revision date (for example, 431-Smith_180523). I assign that job number to all of the documents related to that job—drawings, worksheets, invoices, etc. Now you might notice that I put the date back to front—this stacks up all the files in perfect date order. Every day that I work on a job, I create a new file. For me, harddrive space is cheap—it also helps me to easily switch something back on a project if a client changes their mind.
• 12:07    We chose a title block to use for our drawings. This particular title block had a section at the top where you can note when you’ve issued the drawing and another section where you can note the revisions. We walked through the steps for modifying the title block. By double-clicking on the title block, you can choose to edit the title block layout, where you can change the graphic design.
• 15:53    Once you’ve made a change to a drawing and need to note a revision, how do you do it? We covered using the Revision Data tab of the Title Block Manager dialogue box. Revisions are sheet by sheet. A change to the site plan might only be noted on that sheet, but a change to a paving area might need to be noted on several sheets. The dialogue box lets you choose where to apply the revision data: This Sheet Only, All Active Sheets, All Sheets, or Selected Files. We added a revision to our sheet—revision and issue notes automatically appeared on our title block.
• 25:00    Using the Revision Cloud tool you can show the client where the change has occurred. I prefer to put my revision clouds on the Annotation part of the sheet layer. That way, if I move the viewport, the cloud goes with it—I can also control their visibility within the viewport. I use the Revision Marker tool to label the clouds. I only leave a cloud around the current revision. I like to create a separate class for each successive revision (Revision-A, Revision-B, etc.). Generally, I put notes on the design layer, but there might be notes sometimes that only apply to one viewport. In that case, I might put the notes on the Annotation part of the viewport. Don’t forget to use the Align Leader Lines tool to line up your notes—such a time saver! We finished by discussing working with keynotes, including how to format them and change the labels from numbers or letters to short word descriptions.

Landscape May 2018 am
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