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Here is a brief overview of the “standard” workflow for organizations. Click on any step to see detailed instructions for exactly how to carry it out.

  1. Create a Title: Every project has to start somewhere, and in AWEbase, that “somewhere” is the Title. Everything else (Releases and Deliverables) flows from this one item.*

  2. Create a Release: Each Deliverable is tied to a specific Release of a Title, so you need to create a Release before you can start defining Deliverables. (This would be a good time to establish the budget for the Release as well.)*

  3. Create Deliverables: Define the types and elements of work you want to contract out. You can have any number of Deliverables attached to a Release, so create as many as you want. (If you need a bunch of Deliverables of the same type, it might be easier to batch-create them all at once.) When you’re happy with your Deliverables, mark them as “assignable” and you’re good to go.

  4. Recruit Contractors: To recruit contractors to work on your project, you need to create a “JobOpp” which is comprised of one or more Deliverables, and all the contractors you’d like to recruit to work on those Deliverables. (If you don’t have the contractors you need in your database, you can learn how to add them here.) When you’re ready to go, the system sends a JobOpp Inquiry e-mail to each of those Contractors, inviting them to check out your project on AWEbase.

  5. Hire a Contractor: Once you’ve found the right contractor for the project, create a “job” connecting that contractor to the assigned Deliverables via a contract. (Here is a guide to setting up your organization’s contracts.) Both you and the contractor can sign the contract with our eSignature feature, so there are no hard copies required!

  6. Review Deliverables: When your contractor uploads a file, this is how you review it. You can even add comments and mark-ups from within the system.

  7. Pay a Contractor: A key part of the process is ensuring that everyone who worked on the project gets paid. This guide will walk you through how to submit a payment request for your contractor to your accounting team.

  8. Close a Job: Finally, all good things must come to an end. Here’s how to close out a Job when it's finished.

*Note that while "Title" and "Release" are the default terms in AWEbase, your organization may have customized one or both of these terms to better reflect your business. For example, "Title" might be "Product Line" or "Department" for you, and "Release" might be "Product" or "Project."

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