Drafting & Deliverables Workflow

Category: Technical | Last Updated: February 27, 2026 | Author: May (draft — pending Brian review)

Board: Active Jobs (5765387029) — Groups: Drafting, Contract Drafting, Drafting Review, PLS Approved, Submit to Municipality, Client/Weygand Signatures

This SOP covers the workflow. For CAD standards, layer naming, title block requirements, and QC checklist, see Drafting & CAD Standards.

Triggers

Drafting begins when an item on Active Jobs board is:

Group: Drafting
Status: Drafting
Drafting Assigned: drafter set
Field Files: raw data uploaded
Field Work Completion Date: set

Step 1: Drafter Receives Assignment

Review job in Monday.com:
- Job type (from Job Type column)
- Scope of Work document
- Field notes and raw data in Field Files
- Municipality requirements (if applicable)
- Any crew notes or anomalies flagged during field work
- Closing date or urgency indicators
Access Google Drive folder (Google Drive Link column) for file storage

Step 2: Drafting Work

Drafting Status: (working)

Follow Drafting & CAD Standards for:
- File naming convention ([JobNumber]_[Suffix]_[Rev].dwg)
- Layer standards and color assignments
- Text standards (bearings, distances, font)
- Title block requirements
Upload working files to Drafting Files column as work progresses
If blocked: set Drafting Status: Stuck Need Help and notify PM / party chief

If client information is missing:

Drafting Status: Need Client Info
Item moves to Waiting on client group while awaiting response

Step 3: Contract Drafting (select jobs)

Status: Contract Drafting | Group: Contract Drafting

For jobs requiring formal contract documents (subdivisions, plats, complex easements):

Separate group and status for this workflow stage
[QUESTION: What distinguishes a “Contract Drafting” job from standard drafting? Who decides?]

Step 4: Drafting Complete — Internal Review

Drafting Status: Needs Review | Group: Drafting Review

When drafter completes the drawing:

Set Drafting Status: Needs Review
Move item to Drafting Review group
Status: Drafting Review
Self-QC checklist per Drafting & CAD Standards — QC Checklist section:
- Bearing closures within spec (1:10,000 minimum)
- All found/set monuments labeled
- Deed vs. field bearings noted where different
- Title block complete and accurate
- Scale bar + north arrow present
- PDF exported at minimum 300 DPI

Step 5: PLS Review & Approval

Status: Jeff Approved | Group: PLS Approved

PLS (Jeff or designated RPLS) reviews for Alabama Standards of Practice compliance
Boundary surveys, ALTAs, record maps: PLS review required before delivery
Status: Jeff Approved when PLS approves
If corrections needed: Status: CORRECTIONS MADE after fixes applied
Final Stamp Date set when seal/signature affixed
Drafting Completion Date set

[QUESTION: What is the standard workflow when corrections are needed after PLS review? Back to drafter → re-review?]

Step 6: Municipality Submission (if required)

Status: Submitted with Municipality | Groups: Submit to Municipality, Awaiting Municipal Comments

For jobs requiring municipal review (plats, subdivisions, some record maps):

Move to Submit to Municipality group
Status: Submitted with Municipality
Map Location column: set to Municipality
Track physical map location as it moves between offices

If comments received:

Group: City Revisions Needed / Need to Address city comments
Revisions made by drafter
Status: CORRECTIONS MADE when resolved
Re-submit or obtain approval

Special paths:

Environmental review: Take to/ Pick up from Environmental group
Record maps: Record Maps In Process → Take Maps to Municipality → Recorded YAAYYY
Construction packages: Construction Packages in progress group

[QUESTION: Who manages the physical map tracking? Liza? Office manager?]

Step 7: Signatures

Status: Ready for Signatures / Sign & Send | Groups: Client/ Weygand Signatures, Municipality Signatures, Weygand/ Client Signatures

For jobs requiring formal signatures:

Route to appropriate signature group based on who signs first
Review Requested column: Sent / DONT SEND / Unsure
Track which party has the documents currently

Step 8: Final Deliverable

Status: Sign & Send | Group: Pre Completion

When drafting is complete, reviewed, stamped, and all signatures obtained:

Final deliverable (PDF / DWG) attached to Final Deliverable column
Final Stamp Date confirmed
Drafting Completion Date confirmed
Move to Pre Completion group
Status: Hold for Complete

Deliverable types by job:

Boundary survey: stamped PDF plat
ALTA survey: stamped PDF + ALTA certification
Topo: DWG/PDF drawing + contours
Elevation cert: FEMA form + stamped drawing
Staking: field notes / report only (no plat)
Record map: recorded copy from municipality

Drafting Status Reference

Drafting Status	Meaning
(no status set)	Not yet started
`Needs Review`	Drafter complete — awaiting review
`Done`	Drafting fully complete
`Stuck Need Help`	Blocked — needs PM or party chief input
`Need Client Info`	Waiting on information from client

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