Roles, handoffs, and the communication lifecycle

Clarify who owns what and what “done” really means when field conditions change. Learn how to make clean handoffs in Autodesk Forma by documenting decisions, linking the right evidence to the right work item, and keeping updates visible so PMs, superintendents, and other stakeholders can act without chasing context.

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About this course

Note: Please register to access the course content. 
You'll earn points in The Big Room for completing this course! 

Welcome to this course!

Who should take this course

Foremen and field leaders who coordinate daily work and frequently hand off issues to superintendents and PM/PEs, plus project team members who review, submit, verify, or close out items tied to field decisions (for example, RFIs, issues, and drawing markups). 

Why this course matters 

Field decisions aren’t truly complete until an explanation and proof are captured where the team can find the information. When evidence lives in texts, personal photos, or scattered locations, teams lose time, trust breaks down, and rework risk increases. This course provides a repeatable communication lifecycle and handoff approach so decisions, actions, and evidence stay connected and visible in Autodesk Forma. 

What you’ll be able to do

After completing this course, you will be able to: 

  • Describe the communication lifecycle and identify where a breakdown occurred in a jobsite scenario.  
  • Classify common field scenarios as “own”, “support”, or “escalate”, and identify the next role in the handoff chain using RFIs in Forma.  
  • Apply a five-item definition-of-done checklist to confirm a handoff is complete in Forma and identify what’s missing to complete it.  
  • Identify the source of truth for common evidence types in Forma and determine which work item that evidence should be linked to. 

Lesson breakdown (estimated 20 to 30 minutes) 

  • The communication lifecycle 
  • Foremen responsibilities and frequent handoffs 
  • Definition of done for handoffs 
  • Where evidence should live 

Curriculum

  • Roles, handoffs, and the communication lifecycle
  • Course wrap-up

About this course

Note: Please register to access the course content. 
You'll earn points in The Big Room for completing this course! 

Welcome to this course!

Who should take this course

Foremen and field leaders who coordinate daily work and frequently hand off issues to superintendents and PM/PEs, plus project team members who review, submit, verify, or close out items tied to field decisions (for example, RFIs, issues, and drawing markups). 

Why this course matters 

Field decisions aren’t truly complete until an explanation and proof are captured where the team can find the information. When evidence lives in texts, personal photos, or scattered locations, teams lose time, trust breaks down, and rework risk increases. This course provides a repeatable communication lifecycle and handoff approach so decisions, actions, and evidence stay connected and visible in Autodesk Forma. 

What you’ll be able to do

After completing this course, you will be able to: 

  • Describe the communication lifecycle and identify where a breakdown occurred in a jobsite scenario.  
  • Classify common field scenarios as “own”, “support”, or “escalate”, and identify the next role in the handoff chain using RFIs in Forma.  
  • Apply a five-item definition-of-done checklist to confirm a handoff is complete in Forma and identify what’s missing to complete it.  
  • Identify the source of truth for common evidence types in Forma and determine which work item that evidence should be linked to. 

Lesson breakdown (estimated 20 to 30 minutes) 

  • The communication lifecycle 
  • Foremen responsibilities and frequent handoffs 
  • Definition of done for handoffs 
  • Where evidence should live 

Curriculum

  • Roles, handoffs, and the communication lifecycle
  • Course wrap-up