Interior Design Function

Purpose: This document defines the internal operational logic of the Interior Design 📋 Function. It governs the creation, review, and approval of all client-facing design deliverables.

Why This Matters

This 📋 Function streamlines the creative process by organizing all design deliverables under a single package, ensuring a consistent and clear approval workflow for each asset type. It provides a centralized hub for all design communication and files, reducing the risk of errors from using outdated versions. Strategically, this creates an auditable record of client feedback and approvals, accelerates the design phase, and ensures a smooth handover of finalized assets to the project execution teams.

The Big Picture

Architecturally, this 📋 Function is initiated in parallel with a 🧊 Project. The central object is the 🧊 Design, which acts as the main container for the entire design scope. This package holds four distinct types of sub-objects: 🧊︎ Floor Plan, 🧊︎ Concept, 🧊︎ 3D, and 🧊︎ 2D, each representing a key deliverable. Each of these sub-objects follows its own lifecycle of creation, feedback, and approval, allowing for granular tracking of the entire design effort.

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OBJECT TYPES & WORKFLOWS

1. 🧊 Design (Standard Object)

• Process Description: The top-level container for a complete design package for a client project. It groups all related deliverables like floor plans, concepts, and 3D/2D drawings.
• Example: “Design - Sarah & Michael Westbrook”.

Workflow

Design Package Workflow

                         ┌─────> REVISION ─────┐
                         │                      ↓
NEW → IN PROGRESS → PENDING APPROVAL → APPROVED → HANDED OVER

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2. Design Deliverables (Sub-Objects)

The following four objects (🧊︎ Floor Plan, 🧊︎ Concept, 🧊︎ 3D, 🧊︎ 2D) represent the core deliverables of the design process. They all share a common workflow for creation, feedback, and approval.

Shared Workflow

Deliverable Workflow

TO DO → IN PROGRESS → PENDING REVIEW → APPROVED

A deliverable in PENDING REVIEW can also be moved to a REVISION NEEDED status.

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OBJECT RELATIONSHIPS

Relationship	Type	Description
🧊 Design → 🧊︎ Floor Plan	Parent-Child	A design contains one or more floor plan deliverables.
🧊 Design → 🧊︎ Concept	Parent-Child	A design contains one or more concept deliverables.
🧊 Design → 🧊︎ 3D	Parent-Child	A design contains one or more 3D render deliverables.
🧊 Design → 🧊︎ 2D	Parent-Child	A design contains one or more 2D technical drawing deliverables.
🧊 Design → 🧊 Project	Reference	Each design is linked to one master project.

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WORKVIEWS, DASHBOARDS & FILTERS

Workviews

Workview	Description
1. Deliverable Kanban Board	A board view for tracking all Design Deliverables (Floor Plans, 3D, etc.) through the workflow from TO DO to APPROVED.
2. Design Asset Gallery	A visual gallery of all submitted deliverable files, allowing for quick visual review and comparison.

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AUTOMATIONS

You can open this canvas view for better readability

Within Function

These rules operate within the Design & Build Space to facilitate collaboration between team members.

Sequence	ID	Rule Name	Trigger	Action	Description
1	ID-01	Notify Designer of Site Limitation	Create: 🧊 Site limitation	Send Message: 🧊 Site limitation Chat	When a Site Worker creates a new 🧊 Site limitation Object, the system automatically notifies the assigned Designer. e.g., Alerting Max about the “Old Brick Wall Not Safe” issue found by Tony
2	ID-02	Request Internal Sales Review	Status Change: 🧊︎ Concept to SALES REVIEW	Send Message: 🧊︎ Concept Chat	When a Designer changes a 🧊︎ Concept status, the system automatically notifies the responsible Sales Rep. e.g., Tagging @David for a review after Max completes the concept

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ROLES, PERMISSIONS & NOTIFICATIONS

Roles

Role	Description
Design Manager	Approves final designs, manages the design team’s workload, and ensures quality standards.
Designer	Creates, revises, and submits all design deliverables.
Client	Provides timely feedback and gives final approval on deliverables.

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What’s Next?

• Project Management Function: Learn how the HANDED OVER designs are used to create tasks and manage the construction phase.
• Contract & Invoice Function: See how design milestones can trigger payment installments from the client.