Extension for Extended ECM for Engineering
Module Suite’s set of additional functionalities fully configurable to meet your unique business needs.
Extended ECM for Engineering is leveraged by countless enterprises in the energy, engineering and construction industry to efficiently control engineering information, work processes and risk across the lifecycle of projects.
As the business needs of every organization are unique, implementing “last mile” configurations becomes crucial to tailor the platform and flexibly adapt it to how the individual organization operates.
Module Suite comes with a dedicated extension, providing a set of additional features specifically designed for
Extended ECM for Engineering.
This extension provides ready-to-use functionalities to further broaden the platform’s capabilities in key areas such as:
- Project and transmittal management
- Reporting dashboards
- Placeholder creation and management
- Load sheet configuration
- …and more!
The extension can be totally tailored to flexibly meet specific requirements, allowing for ad-hoc configurations.
Key Features
1/22
Configurable dashboards
Dashboards can be fully personalized to display the most significant data at a glance. Dynamic charts provide live updates on transmittal status, creation dates, send and due dates.
2/22
Interacting with data
A smart widget empowers users to move, reorder, and drag-and-drop columns, allowing them to easily group, view, and download results based on the applied filters. Action buttons provide immediate access to relevant information (e.g., relationships between recipients and transmittals, related transmittal documents, etc.) and enable the download of specific documents (such as load sheets and cover sheets).
3/22
Comprehensive Coverage
Dedicated tabs provide access to data on master projects, individual projects, transmittals, recipients, state flows, document revisions, and more. This design enables users to effortlessly interact with the system, navigating and visualizing content in an intuitive and user-friendly manner.
4/22
Business Workspace Updater
A specific Business Workspace Updater dashboard lets users actively monitor workspace updates and statuses in real time, tracking progress from Draft to Completed stages.
More information about this powerful tool can be found at this page: Business Workspace Updater by Module Suite.
5/22
Update an existing transmittal
Users can seamlessly update or generate a new transmittal directly within the designated document section, without ever leaving the document interface.
If a transmittal needs to be updated, all the user has to do is simply select the documents and associate them with the related transmittal in a single click.
6/22
Create a new transmittal
The same forms guides the user through the creation of a new transmittal.
Once all the necessary information about transmittal purpose, date, delivery method and recipients are selected and the form is submitted, the transmittal will be simultaneously created and sent.
7/22
Notification Center
The user will receive prompt updates upon task completion in the Notification Center.
8/22
Transmittal Delivery Status
Information about the transmittal delivery status will be also available directly within the transmittal Business Workspace.
9/22
Mass update documents section
An overview of all the documents related to the transmittal is available within the Mass Document Update section of the transmittal Business Workspace. Here, an Excel-like widget empowers users to seamlessly modify document details by manually replacing, copying/pasting, or dragging content across various fields. A simple click on ‘Update’ is all it takes to save the changes.
10/22
In-context placeholder creation
One or multiple placeholders can be effortlessly created directly within the relevant master folder.
11/22
Placeholder creation
In this case, the user generates new placeholders for a pdf. document. The system automatically detects the master project and folder type information and provides the user with a context-specific form tailored for placeholders’ creation.
12/22
Track progress and outcome
Upon form submission, the user is able to track the progress and outcome of the creation process in the Notification Center.
13/22
Placeholders created
Details of the newly generated placeholders in .pdf format will be then easily accessible in the related folder.
14/22
Create placeholders for .dwg documents
In this second case, placeholders are generated for a .dwg document, along with its parent 3 sheets copies.
15/22
Create placeholders for .dwg documents
The form enables users to complete the required information in a matter of a few clicks. If a CAD XReferences needs to be added, the system easily identifies the document and assigns the appropriate category and classification type.
16/22
Placeholders created
Upon form submission, details of the newly generated placeholders will be then easily accessible.
17/22
Generating sheets for a document
Users can decide to add parent sheets to a CAD document separately by leveraging a dedicated form. Here, the relation type is automatically determined based on the chosen document, as is the selection of the category, document classification, and sheet classification by the system.
18/22
Generating sheets for a document
Upon form submission, the new sheets will be readily available.
19/22
From basic load sheets to complex Excel files
Thanks to the additional features provided by Module Suite, .csv load sheets are transformed into dynamic and user-friendly Excel files. This enhances their ease of editing and completion, facilitating streamlined collaboration among both internal and external project stakeholders.
In this case, the external recipient opens the Excel file using Core Share and starts completing it.
20/22
From basic load sheets to complex Excel files
The Excel file also functions as a direct communication tool between parties: the external recipient indicates the activity as “completed” and provide comments directly within the file. This process will notify the Extended ECM user that the file is ready for validation and processing.
21/22
From basic load sheets to complex Excel files
Once changes to the file are synchronized from Core Share to Extended ECM, the Extended ECM user will receive prompt notification, including the preview of the comments left by the external user.
22/22
From basic load sheets to complex Excel files
The user can then validate and process the transmittal. Information about the outcome of the validation process will be readily available within the transmittal Business Workspace.
1/22
Configurable dashboards
Dashboards can be fully personalized to display the most significant data at a glance. Dynamic charts provide live updates on transmittal status, creation dates, send and due dates.
2/22
Interacting with data
A smart widget empowers users to move, reorder, and drag-and-drop columns, allowing them to easily group, view, and download results based on the applied filters. Action buttons provide immediate access to relevant information (e.g., relationships between recipients and transmittals, related transmittal documents, etc.) and enable the download of specific documents (such as load sheets and cover sheets).
3/22
Comprehensive Coverage
Dedicated tabs provide access to data on master projects, individual projects, transmittals, recipients, state flows, document revisions, and more. This design enables users to effortlessly interact with the system, navigating and visualizing content in an intuitive and user-friendly manner.
4/22
Business Workspace Updater
A specific Business Workspace Updater dashboard lets users actively monitor workspace updates and statuses in real time, tracking progress from Draft to Completed stages.
More information about this powerful tool can be found at this page: Business Workspace Updater by Module Suite.
5/22
Update an existing transmittal
Users can seamlessly update or generate a new transmittal directly within the designated document section, without ever leaving the document interface.
If a transmittal needs to be updated, all the user has to do is simply select the documents and associate them with the related transmittal in a single click.
6/22
Create a new transmittal
The same forms guides the user through the creation of a new transmittal.
Once all the necessary information about transmittal purpose, date, delivery method and recipients are selected and the form is submitted, the transmittal will be simultaneously created and sent.
7/22
Notification Center
The user will receive prompt updates upon task completion in the Notification Center.
8/22
Transmittal Delivery Status
Information about the transmittal delivery status will be also available directly within the transmittal Business Workspace.
9/22
Mass update documents section
An overview of all the documents related to the transmittal is available within the Mass Document Update section of the transmittal Business Workspace. Here, an Excel-like widget empowers users to seamlessly modify document details by manually replacing, copying/pasting, or dragging content across various fields. A simple click on ‘Update’ is all it takes to save the changes.
10/22
In-context placeholder creation
One or multiple placeholders can be effortlessly created directly within the relevant master folder.
11/22
Placeholder creation
In this case, the user generates new placeholders for a pdf. document. The system automatically detects the master project and folder type information and provides the user with a context-specific form tailored for placeholders’ creation.
12/22
Track progress and outcome
Upon form submission, the user is able to track the progress and outcome of the creation process in the Notification Center.
13/22
Placeholders created
Details of the newly generated placeholders in .pdf format will be then easily accessible in the related folder.
14/22
Create placeholders for .dwg documents
In this second case, placeholders are generated for a .dwg document, along with its parent 3 sheets copies.
15/22
Create placeholders for .dwg documents
The form enables users to complete the required information in a matter of a few clicks. If a CAD XReferences needs to be added, the system easily identifies the document and assigns the appropriate category and classification type.
16/22
Placeholders created
Upon form submission, details of the newly generated placeholders will be then easily accessible.
17/22
Generating sheets for a document
Users can decide to add parent sheets to a CAD document separately by leveraging a dedicated form. Here, the relation type is automatically determined based on the chosen document, as is the selection of the category, document classification, and sheet classification by the system.
18/22
Generating sheets for a document
Upon form submission, the new sheets will be readily available.
19/22
From basic load sheets to complex Excel files
Thanks to the additional features provided by Module Suite, .csv load sheets are transformed into dynamic and user-friendly Excel files. This enhances their ease of editing and completion, facilitating streamlined collaboration among both internal and external project stakeholders.
In this case, the external recipient opens the Excel file using Core Share and starts completing it.
20/22
From basic load sheets to complex Excel files
The Excel file also functions as a direct communication tool between parties: the external recipient indicates the activity as “completed” and provide comments directly within the file. This process will notify the Extended ECM user that the file is ready for validation and processing.
21/22
From basic load sheets to complex Excel files
Once changes to the file are synchronized from Core Share to Extended ECM, the Extended ECM user will receive prompt notification, including the preview of the comments left by the external user.
22/22
From basic load sheets to complex Excel files
The user can then validate and process the transmittal. Information about the outcome of the validation process will be readily available within the transmittal Business Workspace.
Key Benefits:
- Unlimited Customization: Tailor the platform to your unique needs and requirements with "last mile" configurations.
- No Additional Cost: The extension is entirely part of Module Suite, requiring any separate SKU.
- Satisfied Business Users: Enhance the value of your solution and improve UX to ensure business users' satisfaction.
Get in touch
Would you like to receive more information about this Extension?
Do not hesitate to contact us for a live demo!
