SHEET · 00 · REV 2026.04 · FOREMAN · DRAFTING
ISSUED FOR REVIEW
Document · QA / QC · Sheet A

Automated document quality checks for construction.

Validate naming, metadata, and PDF content across every Autodesk Forma project — on a schedule, in minutes, without spreadsheets.

PROJECT
FOREMAN · QA / QC
SHEET
00 / 16
REV
C
SCALE
NTS
DRAWN
FOREMAN STUDIO
APPROVED
2026.04
FOREMAN · FOR Autodesk Forma
Autodesk Authorized Developer
Certified Authorized Developer
SHEET · 01·SECTION § 01 · CONTEXT
FOREMAN · QA / QC
Today · Sheet B

The job is checking, not designing.

Document Controllers and QA Managers spend hours every week opening files one by one — comparing names, ticking metadata fields, checking that the PDF title block matches what's on disk.

It's the wrong work for the people doing it, and almost nothing gets caught until handover or audit.

For information
SHEET · 02·SOUND FAMILIAR?
PAIN · 01–06

Six things every document controller has dealt with.

REGISTER · 001
PAIN · 01

Files with wrong naming conventions.

Thousands of documents uploaded inconsistently. Nobody catches it until handover.

PAIN · 02

Missing metadata fields.

Document Status, Suitability, Discipline left blank. No way to enforce completion.

PAIN · 03

Title block doesn't match metadata.

The PDF says Rev C, the file says Rev B. Mismatches go unnoticed until audit.

PAIN · 04

Missing or extra deliverables vs. register.

MIDP says 247, you have 232 — and 5 extras nobody planned for. A full day to reconcile.

PAIN · 05

Codes not on the approved list.

An originator code, discipline, or suitability slips through. Hard to spot at scale.

PAIN · 06

Manual spot-checks taking hours.

Open file, check name, check metadata, log result. Repeat. Every week.

SHEET · 03·THE COST OF MANUAL QA
METRIC · 001
Cost · Sheet C

The math of manual QA.

Industry rule of thumb: ~3 minutes per file to open, check naming, check metadata, check title block, log the result. Plus ~20 minutes per batch for reporting.

PER FILE
~3min

opened, checked, logged.

PER PROJECT · WEEKLY
Hours
→ days / month
SHEET · 04·SECTION § 02 · SOLUTION
FOREMAN · QA / QC
Solution · Sheet D
Built for Autodesk Forma

Foreman validates naming, metadata, and PDF content — automatically.

RULE TYPES
12
RULE SETS · BUILT IN
7
OCR LANGUAGES
15
SHEET VARIANTS
A0–A4
SHEET · 05·HOW IT WORKS
STEPS · 01–03
How it works · Sheet E

Three steps to automated document quality.

01 · STEP ONE

Define Rules

Start with seven built-in rule sets — naming, metadata, content, register compliance, cross-field. Clone and customise, or build from scratch. AI generates regex from example filenames.

02 · STEP TWO

Run Checks

Manually, on a schedule, or auto-triggered when files change in Autodesk Docs. Forma folders or local upload. Combine rule sets in one run, or assign different sets per folder.

03 · STEP THREE

Review & Act

Interactive dashboard. Track violation status from Open to Resolved. Push to Forma Issues in one click. Export CSV, Excel, or branded PDF reports.

SHEET · 06·RULE CATALOGUE
12 TYPES · 3 CATEGORIES

A rule for every kind of validation.

CATALOGUE · 001
CAT · 01 · 5 RULES

File & Metadata

RULE · 01

Naming Convention

Validate names against regex. AI generates patterns from examples.

RULE · 02

Required Metadata

Mandatory attributes populated across every file.

RULE · 03

Allowed Values

Restrict a field to a predefined list. Catch typos.

RULE · 04

File Format

Block unexpected extensions in controlled folders.

RULE · 05

Freshness

Detect stale files not updated within a period.

CAT · 02 · 4 RULES

Lists & Ranges

RULE · 01

List Validation

Check filename, metadata, or zone text against an approved list.

RULE · 02

Numeric Range

Min/max with optional zero-padding.

RULE · 03

Register Cross-Reference

Bidirectional MIDP/TIDP — flags missing AND unexpected.

RULE · 04

Segment Consistency

Conditional cross-field rules (if discipline = ST, originator must be approved).

CAT · 03 · 3 RULES

PDF Content

RULE · 01

Content Match

Cross-validate zone text against CDE metadata — exact, contains, or date.

RULE · 02

Content Convention

Validate zone content against regex, or verify zone has content.

RULE · 03

Content Extraction

Extract text for reporting and audit — data capture only.

Mix & match across categories in a single check.

SHEET · 07·PDF ZONES
ZONE EDITOR
PDF zones · Sheet F

Extract text from any part of a document.

  • 01Visual zone editor. Draw rectangles on title blocks, revision tables, approval stamps. Multi-page templates, reusable across projects.
  • 02Live preview. See exactly what text is captured before you save the rule.
  • 03Auto-detect text vs scanned. Native extraction for digital PDFs, OCR for scanned. You never have to choose.
DWG-STR-001-REV-C.PDF · PAGE 1
ZONE · TITLE BLOCK
PROJECTBRIDGE PHASE 2
DRAWINGDWG-STR-001
REVC
SHEET · 08·OCR · SIZE VARIANTS
15 LANGS · A0–A4
Coverage · Sheet G

Scanned drawings count too.

OCR · 15 LANGUAGES

Tesseract OCR, auto-detected.

Native text-layer extraction for digital PDFs, OCR for scanned. Foreman picks per file — you never have to choose.

ENDEFRESIT PTNLPLCZSE NODKFITRRO
SHEET VARIANTS · A0 / A1 / A3 / ARCH D

One template. Every sheet size.

Define zones once; Foreman re-anchors them per sheet size. The right variant is matched automatically by page dimensions during checks.

A0
A1
A3
A4
SHEET · 09·AI REGEX BUILDER
AI · POWERED
AI builder · Sheet H

Naming rules without regex.

Paste an example filename. One click. Foreman generates the pattern that captures your naming convention.

PASTE·GENERATE·TEST
EXAMPLE FILENAME
DWG-STR-001-Rev-C.pdf
GENERATED PATTERN
DWG- [A-Z]{3}- \d{3}-Rev- [A-Z]\.pdf
✓ MATCH DWG-STR-001-Rev-C.pdf
SHEET · 10·AUTOMATION
WEBHOOKS · SCHEDULES
Automation · Sheet I

Set it and forget it.

  • WHKWebhook triggers. QA runs when files are added or modified in Autodesk Docs. No manual run.
  • DBCSmart debouncing. Batch uploads grouped into one check — no duplicate runs.
  • SCHSchedules. Visual day-of-week toggles, time picker, timezones. No cron syntax.
  • EMLEmail digests. Pass/fail summary on completion. Failure alerts on by default.
QA-CHK · COMPLETE PASS RATE 87%

Bridge Extension Phase 2

142
PASSED
18
FAILED
3
WARNINGS
TOP VIOLATIONS
Naming convention11 FILES
Missing metadata5 FILES
Content mismatch2 FILES
SHEET · 11·FORMA ISSUES · CLOSED LOOP
FOREMAN ↔ FORMA
End-to-end · Sheet J

From finding to fixing — without leaving the loop.

The Loop
Foreman Autodesk Forma
01
DETECT
02
PUSH
03
ASSIGN
04
RESOLVE
05
SYNC
01
Detect

QA finds violations

Foreman runs the check, flags the file + rule.

02
Push

One click to Forma Issues

One issue per violation. AI drafts title & description on demand.

03
Assign

Routed to project members

Owner, due date, all the standard Forma fields.

04
Resolve

Closed in Forma

Team works in the tool they're already in.

05
Auto-sync

Status flows back

Reopen in Forma and Foreman knows about it next run.

No spreadsheets · No manual ping-pong · No lost violations

SHEET · 12·RESULTS & ACTIONS
DASHBOARD · 001
Results · Sheet K

Full visibility into every check.

  • DSHDashboard. Six interactive charts — violations by rule, time, folder, file type, repeat failures, time-saved.
  • STAStatus workflow. Open · Acknowledged · Waived · Resolved.
  • EXPExport. CSV, Excel, branded PDF with your logo.
  • HUBHub roll-up. Compare projects on one chart. Spot recurring offenders.
PASS RATE · ALL PROJECTS 7 DAYS
91%
TIME SAVED · THIS QUARTER
412hrs

Estimated at ~3 min per file plus ~20 min per batch report. Calculated automatically per check run.

SHEET · 13·READY TO USE
7 SETS · 5 LISTS

Run checks on day one.

CATALOGUE · BUILT-IN
RULE SETS · 7

Built-in rule sets

SET · 01

ISO 19650 Naming (Full)

BS EN ISO 19650 with status & revision codes.

SET · 02

ISO 19650 Naming (Core)

7 core fields, no status/revision.

SET · 03

Basic Naming Hygiene

No spaces, no specials. Works with any standard.

SET · 04

Document Register Compliance

Discipline, originator, form code lists + MIDP demo.

SET · 05

Cross-Field Validation

Discipline-to-originator, form-to-discipline pairing.

SET · 06

Metadata Quality

Required fields, allowed status, freshness.

SET · 07

PDF Title Block Validation

Cross-validate drawing numbers and revisions between PDF zones and CDE metadata.

VALIDATION LISTS · 5

ISO 19650 lists

LIST · 01

ISO 19650 Discipline Codes

24
LIST · 02

ISO 19650 Suitability Codes

23
LIST · 03

ISO 19650 Form Codes

26
LIST · 04

Sample Originator Codes

10
LIST · 05

Example MIDP Register

20

Clone any built-in set · Adjust patterns · Combine in one run.

SHEET · 14·LEDGER · WHY AUTOMATE
WITHOUT / WITH

Hours per project, every week — or minutes.

LEDGER · 001
TASK WITHOUT FOREMAN WITH FOREMAN
Quality checking Manual spot checks Automated, multi-rule-set per check
Naming convention Inconsistent standards Enforced patterns + AI regex
Metadata completeness Missed fields Required-field validation
PDF content No content validation Zone extraction + OCR + size variants
Pre-upload check Check after upload only Local file QA before pushing to Forma
Reacting to changes Manual re-checks Auto-triggers on file change
Time per project Hours per week Minutes across every project
SHEET · 15·YOUR MOVE
QA-CHK · 001 / APPROVED FOR ISSUE
Your move · Sheet L

Stop approving documents manually. Let Foreman do it.

Automated naming, metadata, and content checks across every Autodesk Forma project — no spreadsheets, no checklists.

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Built for Autodesk Forma Autodesk Authorized Developer
Issued for construction · QA-CHK · 001