Administer document management guidelines and provide governance over document control standards.
Create document and drawing review sessions in Bluebeam through Forma (via the ARKANCE Be.Smart Connector) for formal reviews and Concurrent Design Reviews (CDR).
Invite discipline reviewers per the project Distribution Matrix, set review periods and comments-due dates, and follow up on outstanding reviews.
Compile reviewer comments into the Comment Compilation Log and issue consolidated comments back to the originating issuer via formal transmittal.
Maintain a log of all documents in review, including reviewers assigned and comments-due dates, across all active projects.
Support project kickoffs by creating placeholders in Forma for all deliverables to be issued, so document numbers and folder locations exist ahead of first issue.
Develop and launch new project sites in Forma, applying the standard folder structure and access provisioning.
Assemble Procurement packages: Engineering provides the Master Requisition (MR) and an Index only; you compile the complete package from the referenced documents in Forma.
Verify all documents in a package are at their current, registered revision before issuance to Procurement.
Prepare and issue a weekly progress report covering open transmittals, documents in review, upcoming due dates, and outstanding action items.
Provide monthly updates on milestones achieved and open action items.
Log new and updated documents in Forma and provide scheduled status reports for project team review.
Coordinate with internal project teams to track assignments, outstanding tasks, and project updates.
Evaluate document progress and performance, flag problem areas, and recommend corrective action.
Support change management processes, procedures, and systems for the project team.
Maintain system access in Forma, including permission audits, new user setup, and access removal.
Provide first-line technical support for Forma and Bluebeam, escalating platform issues as needed.
Support the Document Control Manager with creation and maintenance of Document Control SOPs, forms, templates, and guidelines as needed.
Integrate Forma with other platforms as needed, including Google Drive/Workspace and other internal systems.
Perform other document control tasks as assigned.
5+ years of document controls experience on large-scale capital projects in energy, construction, infrastructure, or industrial sectors.
Deep expertise with at least one enterprise DMS platform (e.g., Procore, Aconex, ProjectWise, ACC (Forma), SharePoint, or equivalent), Bluebeam.
Demonstrated experience managing controlled documents across multi-disciplinary engineering and construction teams.
Strong working knowledge of engineering document types: drawings, P&IDs, SLDs, specifications, submittals, RFIs, transmittals, and as-builts.
Extensive experience managing document workflows, technical drawing reviews, and revision/version control using enterprise DMS platforms.
Exceptional organizational skills and meticulous attention to detail — you catch errors before they become problems.
Ability to build and enforce processes in a fast-moving environment without sacrificing accuracy or compliance.
Strong communication skills with the ability to work effectively across technical and non-technical stakeholders.