Applied professional course
Revit for Site and Building Coordination
Use Revit for site-and-building coordination: shared positioning, topography, massing and drawing output that stays consistent.
Written teaching content: available for review
Video lessons have not yet been recorded. Written teaching content may be available for review below.
Written teaching content only. This course is not yet available: it has not been professionally reviewed, no lesson is recorded, and enrolment, payment, certificates, downloads and protected access are all disabled.
Review Written Course ContentReading only. This is not enrolment, booking, purchase, account access, a download or protected learning access.
- Written content: Available for review
- Video lessons: Not recorded
- Professional review: Not yet completed
- Enrolment: Not available
- Payment: Disabled
- Certificates: Disabled
- Downloads: Disabled
- Protected access: Disabled
Written course content
Client-style brief
A mixed-use scheme of three blocks on a sloping site is producing contradictory information: plans, sections and schedules disagree, the site levels in the model do not match the survey, and each consultant works from a different origin. The brief is a coordinated model and a set of drawings and schedules that are internally consistent and correctly located.
Professional scenario
Synthetic three-block mixed-use site: retail and workspace at ground level with residential above, a 5-metre fall across the site, a supplied survey point cloud substitute in the form of a levelled survey drawing, and consultant models supplied for teaching coordination.
Planning problem
Model-based production fails when coordination is treated as a software task rather than an information discipline: shared coordinates are not established, levels are invented, families are misused and schedules are edited by hand. The professional problem is producing one model that reliably generates consistent documentation.
Learning objectives
- Establish shared coordinates, project base point and levels tied to the survey.
- Model site topography, building masses and key elements to an appropriate stage of detail.
- Link and coordinate consultant models and resolve clashes and inconsistencies.
- Generate plans, elevations, sections and schedules that update from the model.
- Publish a coordinated drawing set with a model and information audit.
Modules and lessons
0 of 9 lessons open
Module 1
Module 1 — Coordinates, levels and site setup
Locate the project correctly once so every later output agrees.
The difference between internal origin, project base point and survey point; acquiring and publishing coordinates; why linking a CAD file at an arbitrary position breaks federation; and documenting the agreed origin for all consultants.
Practical exercise: Link the survey, acquire coordinates, set the survey point to a known station and record the origin in the coordination protocol.
Checkpoint: A test point reports the correct real-world coordinate and elevation.
Video lesson: Not recorded — written lesson above
Resource file not yet available. The written instructions on this page are complete and can be followed without any download.
Setting levels against a real datum rather than a nominal zero, floor-to-floor logic on a sloping site, split levels and thresholds, and keeping level names meaningful across three blocks.
Practical exercise: Create the level structure for all three blocks tied to the survey datum and name them to the protocol.
Checkpoint: Every level elevation is stated relative to the survey datum.
Video lesson: Not recorded — written lesson above
Resource file not yet available. The written instructions on this page are complete and can be followed without any download.
Building a toposurface from survey points, building pads and platform levels, deriving cut and fill volumes, and modelling retaining and boundary conditions to a stage of detail appropriate to planning.
Practical exercise: Model the toposurface, set platform levels for the three blocks and report cut and fill volumes.
Checkpoint: Toposurface spot levels match the survey within the stated tolerance.
Video lesson: Not recorded — written lesson above
Resource file not yet available. The written instructions on this page are complete and can be followed without any download.
Example data: Synthetic levelled survey drawing, site boundary, an Ideeplan-owned Revit project template and a coordination protocol document to be completed.
Module output: Correctly located project with shared coordinates, levels and a modelled toposurface.
Module 2
Module 2 — Modelling and coordination
Model to the right level of detail and make the consultant information agree.
Modelling only what the planning stage requires, masses versus modelled elements, using system and loadable families correctly, naming and parameter discipline, and the cost of over-modelling early.
Practical exercise: Model the three blocks to the stated stage of detail using the family and naming library.
Checkpoint: No element is modelled beyond the agreed stage of detail without a reason.
Video lesson: Not recorded — written lesson above
Resource file not yet available. The written instructions on this page are complete and can be followed without any download.
Linking consultant models by shared coordinates, workset organisation and visibility control, managing link updates, and keeping the model performant on a multi-block site.
Practical exercise: Link the teaching structural and services models by shared coordinates and set up view templates for coordination views.
Checkpoint: All linked models align without manual moving.
Video lesson: Not recorded — written lesson above
Resource file not yet available. The written instructions on this page are complete and can be followed without any download.
Interference checking, the difference between a geometric clash and an information inconsistency, prioritising by consequence, writing a resolvable clash entry, and closing issues with a record rather than a conversation.
Practical exercise: Run coordination checks, build a register of at least eight issues classified by consequence, and resolve the three most serious.
Checkpoint: Each register entry names the models, the location, the consequence and the resolution.
Video lesson: Not recorded — written lesson above
Resource file not yet available. The written instructions on this page are complete and can be followed without any download.
Example data: Teaching structural and services models, a synthetic accommodation brief and an Ideeplan-owned family and naming library.
Module output: Coordinated federated model, clash and inconsistency register and resolution record.
Module 3
Module 3 — Documentation, schedules and issue
Generate documentation that cannot contradict itself.
Building views for purpose, view templates for consistency, view range and level cuts on a sloping site, annotation and tagging from model data rather than typed text, and keeping graphics consistent across blocks.
Practical exercise: Produce plans, two site sections and elevations for all three blocks using view templates.
Checkpoint: No annotation is typed where a model parameter exists.
Video lesson: Not recorded — written lesson above
Resource file not yet available. The written instructions on this page are complete and can be followed without any download.
Area and accommodation schedules from model areas, gross and net definitions, unit mix and parking schedules, exporting to a spreadsheet without breaking the link to the model, and reconciling schedules with the planning statement.
Practical exercise: Generate the accommodation and area schedules and reconcile them against the supplied accommodation brief.
Checkpoint: Every schedule figure is generated, not typed, and matches the brief or explains the difference.
Video lesson: Not recorded — written lesson above
Resource file not yet available. The written instructions on this page are complete and can be followed without any download.
Sheet setup and numbering, exporting drawings and models for issue, checking a PDF against the model, purging and auditing the file, and recording model origin, stage of detail, limitations and authorship.
Practical exercise: Publish the drawing set and complete the model and information audit note.
Checkpoint: The audit records origin, datum, stage of detail, links and limitations.
Video lesson: Not recorded — written lesson above
Resource file not yet available. The written instructions on this page are complete and can be followed without any download.
Example data: Coordinated model, an Ideeplan-owned sheet and title block set and a required documentation schedule.
Module output: Coordinated drawing set, live schedules and a model and information audit.
Project brief
A synthetic three-block mixed-use scheme on a site with a five-metre fall.
Your role: Model coordination lead producing planning-stage documentation from a federated model.
Information available
- Synthetic levelled survey drawing and site boundary.
- Teaching structural and services models for coordination.
- Synthetic accommodation brief and documentation schedule.
- Ideeplan-owned Revit template, family library and coordination protocol.
Required analysis
- Coordinate and datum verification against the survey.
- Cut and fill assessment from the toposurface and platform levels.
- Coordination checks across the federated model.
- Schedule reconciliation against the accommodation brief.
Required outputs
- Correctly located model with levels and toposurface.
- Coordinated federated model with linked consultant models.
- Clash and inconsistency register with resolutions.
- Plans, elevations and two site sections for three blocks.
- Live area and accommodation schedules and the model audit note.
Presentation standard: Consistent view templates and graphics across blocks, model-derived annotation and schedules, and sheets numbered to the documentation schedule.
Marking criteria
- Correct location: Shared coordinates and datum match the survey and all links align automatically.
- Appropriate detail: Modelling matches the stated stage of detail with no unjustified over-modelling.
- Coordination: Issues are registered with consequence, resolution and evidence.
- Documentation integrity: Drawings and schedules are generated from the model and agree with one another.
- Auditability: The audit note records origin, datum, links, stage of detail and limitations.
Quality-assurance checklist
- Shared coordinates are published and recorded in the coordination protocol.
- Level elevations are stated relative to the survey datum, never to a nominal zero.
- Toposurface spot levels are checked against survey points.
- No schedule value is typed over a model-derived value.
- Local survey datum conventions, information exchange requirements, drawing standards and submission formats are confirmed with the relevant authority and project team before the method is applied to a real project.
Common mistakes and correction tasks
- A consultant model linked by origin-to-origin at an arbitrary position. Correction: Re-link by shared coordinates and reissue the affected coordination views.
- Levels set from a nominal zero with the survey datum ignored. Correction: Reset levels to the survey datum and reissue all sections and elevations.
- An area schedule edited by hand to match the brief. Correction: Restore the model-derived value and explain or correct the underlying difference.
- Cut and fill quoted without stating the platform levels assumed. Correction: State the platform levels and the toposurface version used in the calculation.
Enrolment status
Enrolment is not currently available. This course is still undergoing content, media and professional review.
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Protected lessons, approved videos and approved resource files are not accessible. No protected file URL, signed link or download entitlement is created.
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Outstanding before enrolment could open
- Outstanding — Professional content review is complete
- Outstanding — Required videos recorded, reviewed and approved, or the course approved as written-only
- Outstanding — Required practical resources approved and available
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Progress, assessment and certificates
Submission access is not currently available
Lesson and course progress tracking is not active. No progress record, completion percentage or completed lesson exists for any account, and no course can record progress until enrolment opens.
Practical assessments cannot be submitted. Submission access is not currently available: there is no active enrolment, no upload configuration and no authorised reviewer workflow in operation.
No assessment has been marked, reviewed, corrected or passed. Reviewer feedback, correction tasks and pass decisions are made by an authorised human reviewer and none exists.
No certificate is issued, approved or pending. A future Academy certificate would be a course-completion certificate only — not a professional licence, statutory qualification, accreditation or government-recognised award.
Certificate verification is disabled until a certificate is genuinely issued. No verification result is produced for any reference.
Assessment formats planned for the Academy
Written briefs, required deliverables and marking criteria are published inside the course content above for open review. None of them can be submitted or marked at present.
- Practical planning task
- GIS mapping exercise
- Site-appraisal task
- Feasibility assessment
- CAD or drawing task
- Revit coordination task
- Planning-report task
- Policy-assessment task
- Transport or access analysis
- Environmental or green-infrastructure exercise
- Final course project
Outstanding before completion or a certificate could exist
- Outstanding — Learner identity verified by an authorised member of staff
- Outstanding — Learner holds a valid active or completed enrolment
- Outstanding — All required lessons completed
- Outstanding — All required practical assessments passed
- Outstanding — A recorded assessment decision exists for every required task
- Outstanding — All requested corrections completed
- Outstanding — Course content professionally reviewed and signed off
- Outstanding — Authorised reviewer has approved completion
- Outstanding — Course certificate policy approved
- Outstanding — Certificate wording approved by Ideeplan Consult
- Outstanding — Course is officially available
- Outstanding — Unique certificate numbering and a secure verification route configured
Practical resources
Resources for this course
13 resource records · 13 with a written preview · 0 with a file under preparation · Download access not yet enabled.
All demonstration material is synthetic, publicly licensed or owned by Ideeplan Consult and is labelled as demonstration material. No confidential client file, personal information, private agency document or unreleased project drawing is used.
- Written preview available — downloadable file not yet available
Practical project brief
Sets the professional situation, the role the learner takes and what must be produced.
- Resource type
- Brief
- Format
- Written brief shown on this page
- Status
- Draft
- Data classification
- Ideeplan-owned demonstration material
- Licence or ownership
- Ideeplan Consult-owned teaching material. Free to read on this page; redistribution is not permitted.
- Related deliverable
- Coordinated model-generated drawing and schedule set with a model and information audit
- Lessons supported
- 9 — One brief governs the whole course: every lesson exercise contributes to the same final deliverable.
- Access
- No account required — written preview is public
- A synthetic three-block mixed-use scheme on a site with a five-metre fall.
- Your role: Model coordination lead producing planning-stage documentation from a federated model.
- Available information: Synthetic levelled survey drawing and site boundary.
- Available information: Teaching structural and services models for coordination.
- Available information: Synthetic accommodation brief and documentation schedule.
- Available information: Ideeplan-owned Revit template, family library and coordination protocol.
- Required analysis: Coordinate and datum verification against the survey.
- Required analysis: Cut and fill assessment from the toposurface and platform levels.
- Required analysis: Coordination checks across the federated model.
- Required analysis: Schedule reconciliation against the accommodation brief.
Resource file not yet available. The written instructions on this page are complete and can be followed without any download, account, enrolment or payment.
- Written preview available — downloadable file not yet available
Client-style instruction and problem statement
Gives the learner the instruction as a practitioner would receive it, and names the problem to be solved.
- Resource type
- Brief
- Format
- Written statement shown on this page
- Status
- Draft
- Data classification
- Ideeplan-owned demonstration material
- Licence or ownership
- Ideeplan Consult-owned teaching material. Free to read on this page; redistribution is not permitted.
- Related deliverable
- Coordinated model-generated drawing and schedule set with a model and information audit
- Lessons supported
- 9 — Scenario framing applies to every lesson in the course.
- Access
- No account required — written preview is public
Synthetic three-block mixed-use site: retail and workspace at ground level with residential above, a 5-metre fall across the site, a supplied survey point cloud substitute in the form of a levelled survey drawing, and consultant models supplied for teaching coordination.
Model-based production fails when coordination is treated as a software task rather than an information discipline: shared coordinates are not established, levels are invented, families are misused and schedules are edited by hand. The professional problem is producing one model that reliably generates consistent documentation.
Resource file not yet available. The written instructions on this page are complete and can be followed without any download, account, enrolment or payment.
- Written preview available — downloadable file not yet available
Module 1 learner worksheet — Module 1 — Coordinates, levels and site setup
Lists the practical steps the learner carries out in this module, in order.
- Resource type
- Worksheet
- Format
- Written worksheet shown on this page
- Status
- Draft
- Data classification
- Ideeplan-owned demonstration material
- Licence or ownership
- Ideeplan Consult-owned teaching material. Free to read on this page; redistribution is not permitted.
- Related deliverable
- Correctly located project with shared coordinates, levels and a modelled toposurface.
- Lessons supported
- 3 — Supports the 3 lessons in module 1, which build one shared output.
- Access
- No account required — written preview is public
- Project base point, survey point and shared coordinates — Link the survey, acquire coordinates, set the survey point to a known station and record the origin in the coordination protocol.
- Levels, datums and the sloping site — Create the level structure for all three blocks tied to the survey datum and name them to the protocol.
- Topography, cut and fill and site elements — Model the toposurface, set platform levels for the three blocks and report cut and fill volumes.
Resource file not yet available. The written instructions on this page are complete and can be followed without any download, account, enrolment or payment.
- Written preview available — downloadable file not yet available
Module 2 learner worksheet — Module 2 — Modelling and coordination
Lists the practical steps the learner carries out in this module, in order.
- Resource type
- Worksheet
- Format
- Written worksheet shown on this page
- Status
- Draft
- Data classification
- Ideeplan-owned demonstration material
- Licence or ownership
- Ideeplan Consult-owned teaching material. Free to read on this page; redistribution is not permitted.
- Related deliverable
- Coordinated federated model, clash and inconsistency register and resolution record.
- Lessons supported
- 3 — Supports the 3 lessons in module 2, which build one shared output.
- Access
- No account required — written preview is public
- Stage-appropriate modelling and family discipline — Model the three blocks to the stated stage of detail using the family and naming library.
- Linking, worksets and federation — Link the teaching structural and services models by shared coordinates and set up view templates for coordination views.
- Finding and resolving inconsistency — Run coordination checks, build a register of at least eight issues classified by consequence, and resolve the three most serious.
Resource file not yet available. The written instructions on this page are complete and can be followed without any download, account, enrolment or payment.
- Written preview available — downloadable file not yet available
Module 3 learner worksheet — Module 3 — Documentation, schedules and issue
Lists the practical steps the learner carries out in this module, in order.
- Resource type
- Worksheet
- Format
- Written worksheet shown on this page
- Status
- Draft
- Data classification
- Ideeplan-owned demonstration material
- Licence or ownership
- Ideeplan Consult-owned teaching material. Free to read on this page; redistribution is not permitted.
- Related deliverable
- Coordinated drawing set, live schedules and a model and information audit.
- Lessons supported
- 3 — Supports the 3 lessons in module 3, which build one shared output.
- Access
- No account required — written preview is public
- Views, view templates and annotation — Produce plans, two site sections and elevations for all three blocks using view templates.
- Schedules that come from the model — Generate the accommodation and area schedules and reconcile them against the supplied accommodation brief.
- Sheets, export and the model audit — Publish the drawing set and complete the model and information audit note.
Resource file not yet available. The written instructions on this page are complete and can be followed without any download, account, enrolment or payment.
- Written preview available — downloadable file not yet available
Task checklist
Confirms every required piece of work has been produced before submission.
- Resource type
- Checklist
- Format
- Written checklist shown on this page
- Status
- Draft
- Data classification
- Ideeplan-owned demonstration material
- Licence or ownership
- Ideeplan Consult-owned teaching material. Free to read on this page; redistribution is not permitted.
- Related deliverable
- Coordinated model-generated drawing and schedule set with a model and information audit
- Lessons supported
- 9 — A single task checklist tracks progress across all modules.
- Access
- No account required — written preview is public
- Correctly located model with levels and toposurface.
- Coordinated federated model with linked consultant models.
- Clash and inconsistency register with resolutions.
- Plans, elevations and two site sections for three blocks.
- Live area and accommodation schedules and the model audit note.
Resource file not yet available. The written instructions on this page are complete and can be followed without any download, account, enrolment or payment.
- Written preview available — downloadable file not yet available
Example data and drawing base
Synthetic levelled survey drawing, site boundary, an Ideeplan-owned Revit project template and a coordination protocol document to be completed. No Revit project file is available. Revit work is taught through a written exercise brief, a drawing reference and a stated expected output.
- Resource type
- Revit exercise brief
- Format
- Written exercise brief and drawing reference — no RVT file
- Status
- Planned
- Data classification
- Synthetic demonstration data
- Licence or ownership
- Synthetic demonstration material prepared by Ideeplan Consult. No client file, personal information, private agency document or unreleased project drawing is used.
- Related deliverable
- Coordinated model-generated drawing and schedule set with a model and information audit
- Lessons supported
- 9 — One demonstration data base is used by every lesson so results stay comparable.
- Access
- No account required — written preview is public
Demonstration data item What it contains and how it is used Data ownership and licence Synthetic training data prepared and owned by Ideeplan Consult. It is fictional: it is not a real client project, a real site or a real location, and it must not be presented as one. Free to study on this page; redistribution is not permitted. Module 1 input — Module 1 — Coordinates, levels and site setup Synthetic levelled survey drawing, site boundary, an Ideeplan-owned Revit project template and a coordination protocol document to be completed. Module 2 input — Module 2 — Modelling and coordination Teaching structural and services models, a synthetic accommodation brief and an Ideeplan-owned family and naming library. Module 3 input — Module 3 — Documentation, schedules and issue Coordinated model, an Ideeplan-owned sheet and title block set and a required documentation schedule. Lawful sourcing where real data is substituted Where a learner substitutes real data, use only openly licensed or lawfully obtained sources, record the publisher, dataset title, version and access date, and cite them in the final deliverable. Do not use restricted, confidential or personal data. Resource file not yet available. The written instructions on this page are complete and can be followed without any download, account, enrolment or payment.
- Written preview available — downloadable file not yet available
Analysis and calculation template
Structures the analysis so assumptions are visible and checkable. Any figures used in a template are teaching assumptions, not market evidence. Local costs, policies, standards and valuation assumptions must be independently confirmed before any of this is applied to a real project.
- Resource type
- Capacity-study spreadsheet
- Format
- CSV workbook with labelled assumptions (planned)
- Status
- Planned
- Data classification
- Synthetic demonstration data
- Licence or ownership
- Ideeplan Consult-owned teaching material. Free to read on this page; redistribution is not permitted.
- Related deliverable
- Coordinated model-generated drawing and schedule set with a model and information audit
- Lessons supported
- 9 — The same analysis structure is completed progressively through the course.
- Access
- No account required — written preview is public
- Record every assumption on its own labelled row, with the source or reason beside it.
- Module 1 working section — Correctly located project with shared coordinates, levels and a modelled toposurface.
- Module 2 working section — Coordinated federated model, clash and inconsistency register and resolution record.
- Module 3 working section — Coordinated drawing set, live schedules and a model and information audit.
- Required output carried into the analysis — Correctly located model with levels and toposurface.
- Required output carried into the analysis — Coordinated federated model with linked consultant models.
- Required output carried into the analysis — Clash and inconsistency register with resolutions.
- Required output carried into the analysis — Plans, elevations and two site sections for three blocks.
- Required output carried into the analysis — Live area and accommodation schedules and the model audit note.
- Check row: totals, units and areas reconcile before the result is carried into the deliverable.
Resource file not yet available. The written instructions on this page are complete and can be followed without any download, account, enrolment or payment.
- Written preview available — downloadable file not yet available
Final deliverable template
Sets the expected structure and presentation standard for Coordinated model-generated drawing and schedule set with a model and information audit.
- Resource type
- Site plan base
- Format
- PDF and DXF (planned)
- Status
- Planned
- Data classification
- Ideeplan-owned demonstration material
- Licence or ownership
- Ideeplan Consult-owned teaching material. Free to read on this page; redistribution is not permitted.
- Related deliverable
- Coordinated model-generated drawing and schedule set with a model and information audit
- Lessons supported
- 9 — The final deliverable draws on every module output.
- Access
- No account required — written preview is public
- Final named deliverable — Coordinated model-generated drawing and schedule set with a model and information audit
- Section 1 — Correctly located project with shared coordinates, levels and a modelled toposurface.
- Section 2 — Coordinated federated model, clash and inconsistency register and resolution record.
- Section 3 — Coordinated drawing set, live schedules and a model and information audit.
- Must be present — Correctly located model with levels and toposurface.
- Must be present — Coordinated federated model with linked consultant models.
- Must be present — Clash and inconsistency register with resolutions.
- Must be present — Plans, elevations and two site sections for three blocks.
- Must be present — Live area and accommodation schedules and the model audit note.
- Presentation and submission standard — Consistent view templates and graphics across blocks, model-derived annotation and schedules, and sheets numbered to the documentation schedule.
- Sources and citations: list every dataset, publisher, version and access date used, and state clearly where synthetic Ideeplan training data was used.
Resource file not yet available. The written instructions on this page are complete and can be followed without any download, account, enrolment or payment.
- Written preview available — downloadable file not yet available
Quality-control checklist
Professional checks to run before the work is treated as finished.
- Resource type
- Checklist
- Format
- Written checklist shown on this page
- Status
- Draft
- Data classification
- Ideeplan-owned demonstration material
- Licence or ownership
- Ideeplan Consult-owned teaching material. Free to read on this page; redistribution is not permitted.
- Related deliverable
- Coordinated model-generated drawing and schedule set with a model and information audit
- Lessons supported
- 9 — Quality control is applied to the whole submission, not to a single lesson.
- Access
- No account required — written preview is public
- Shared coordinates are published and recorded in the coordination protocol.
- Level elevations are stated relative to the survey datum, never to a nominal zero.
- Toposurface spot levels are checked against survey points.
- No schedule value is typed over a model-derived value.
- Local survey datum conventions, information exchange requirements, drawing standards and submission formats are confirmed with the relevant authority and project team before the method is applied to a real project.
Resource file not yet available. The written instructions on this page are complete and can be followed without any download, account, enrolment or payment.
- Written preview available — downloadable file not yet available
Marking and review rubric
States what a satisfactory professional standard looks like for each criterion.
- Resource type
- Marking rubric
- Format
- Written rubric shown on this page
- Status
- Draft
- Data classification
- Ideeplan-owned demonstration material
- Licence or ownership
- Ideeplan Consult-owned teaching material. Free to read on this page; redistribution is not permitted.
- Related deliverable
- Coordinated model-generated drawing and schedule set with a model and information audit
- Lessons supported
- 9 — One rubric reviews the final deliverable produced across all modules.
- Access
- No account required — written preview is public
Criterion Satisfactory standard Correct location Shared coordinates and datum match the survey and all links align automatically. Appropriate detail Modelling matches the stated stage of detail with no unjustified over-modelling. Coordination Issues are registered with consequence, resolution and evidence. Documentation integrity Drawings and schedules are generated from the model and agree with one another. Auditability The audit note records origin, datum, links, stage of detail and limitations. Resource file not yet available. The written instructions on this page are complete and can be followed without any download, account, enrolment or payment.
- Written preview available — downloadable file not yet available
Correction-task sheet
Common professional mistakes and the correction the learner practises.
- Resource type
- Correction-task sheet
- Format
- Written task sheet shown on this page
- Status
- Draft
- Data classification
- Ideeplan-owned demonstration material
- Licence or ownership
- Ideeplan Consult-owned teaching material. Free to read on this page; redistribution is not permitted.
- Related deliverable
- Coordinated model-generated drawing and schedule set with a model and information audit
- Lessons supported
- 9 — Correction tasks address mistakes that can appear anywhere in the course.
- Access
- No account required — written preview is public
- A consultant model linked by origin-to-origin at an arbitrary position. — Re-link by shared coordinates and reissue the affected coordination views.
- Levels set from a nominal zero with the survey datum ignored. — Reset levels to the survey datum and reissue all sections and elevations.
- An area schedule edited by hand to match the brief. — Restore the model-derived value and explain or correct the underlying difference.
- Cut and fill quoted without stating the platform levels assumed. — State the platform levels and the toposurface version used in the calculation.
Resource file not yet available. The written instructions on this page are complete and can be followed without any download, account, enrolment or payment.
- Written preview available — downloadable file not yet available
Submission guidance
How the finished work should be assembled and presented for professional review.
- Resource type
- Checklist
- Format
- Written guidance shown on this page
- Status
- Draft
- Data classification
- Ideeplan-owned demonstration material
- Licence or ownership
- Ideeplan Consult-owned teaching material. Free to read on this page; redistribution is not permitted.
- Related deliverable
- Coordinated model-generated drawing and schedule set with a model and information audit
- Lessons supported
- 9 — Submission guidance covers the single final deliverable.
- Access
- No account required — written preview is public
Consistent view templates and graphics across blocks, model-derived annotation and schedules, and sheets numbered to the documentation schedule.
Resource file not yet available. The written instructions on this page are complete and can be followed without any download, account, enrolment or payment.
Media status
Video lessons for this course
- Video lessons
- Video lesson: Not recorded — authentic professional recording required.
- Narration
- Professional narration — planned, not produced
- Captions
- Not yet produced
- Transcript
- Not yet produced
- Software demonstration
- Genuine screen capture from the real application only — no mockup, simulated interface or AI-generated screen.
- Software version and operating system
- No software version is published until it has been read from the actual recorded session. Until then the version reads “To be stated from the recorded session”.
- Production plan
- Prepared for professional review
- Enrolment, payment and downloads
- Disabled
Video lesson: Not recorded — authentic professional recording required. The written lesson on this page is complete and can be read in full without a video, an account, enrolment or payment.
Authentic software screen capture only — non-negotiable standard
Applies to every software demonstrated in the Academy, including AutoCAD, QGIS, Revit, ArcGIS, SketchUp, Lumion, Civil 3D, Rhino and any other software used. The final video must accurately represent what a learner sees when using the stated software version.
- Every demonstration is a genuine screen recording or screenshot captured from the actual installed software being taught.
- The exact software name, version, operating system and relevant workspace are stated on screen and in the lesson notes, as read from the recorded session.
- The real interface is shown: menus, panels, toolbars, properties, layer controls, settings and the command line or log.
- The real cursor, tool selection, commands, settings and the resulting output are visible.
- Capture is 16:9 and readable at 720p, with clear, unhurried cursor movement; the screen stays clear enough for learners to follow.
- The view zooms in whenever text, settings, coordinates or field values would otherwise be hard to read.
- The exact command, menu path or tool name is shown as it appears in the software.
- Useful keyboard shortcuts are shown alongside the menu path, never instead of it.
- Differences between software versions or operating systems are stated wherever the interface may display differently.
- Steps are numbered on screen, with callouts pointing at the actual control being used.
- Any annotation is added only after recording and must never alter or misrepresent the software interface.
- Captions and a complete transcript are produced before professional review.
- Any presenter window stays small, is positioned clear of technical content, and is hidden on mobile widths and on dense technical screens.
Interface visibility on every recording
- The full application interface is shown at the beginning of every demonstration, with the application identity and exact version clearly visible.
- The relevant menu bar, ribbon, toolbar or toolbox stays visible while each step is explained; the interface context is never cropped away.
- Layers, properties, project browser or data panels are shown wherever applicable.
- The command line, status bar or coordinate/CRS information is shown wherever relevant.
- Real cursor movement and visible clicks are captured, with visible cursor highlighting or click indicators.
- The selected tool and its effect are visible, and complete dialog boxes and settings are shown whenever one is opened.
- The resulting drawing, map, model or output is shown in the recording.
- Zoom is used only when necessary for small text or settings, always retaining enough context to identify the application and tool in use.
- The standard applies to every software course and is verified before any video is marked recorded or approved; if the required authentic interface is not visible, the lesson remains “Video lesson: Not recorded — authentic professional recording required.”
Never used
- Generic website mockups standing in for a software workspace.
- Simulated, redrawn, reconstructed or redesigned replica interfaces for any software.
- AI-generated software screens, panels, dialogs or map canvases.
- Generic illustrations replacing the real interface.
- Unverified screenshots taken from any source other than the recorded session.
- Fake video players, placeholder thumbnails or invented durations.
- Invented menus, tool names, command names, dialog options or keyboard shortcuts.
- Hiding important controls or covering them with a presenter window.
- Annotations that alter or misrepresent the recorded software interface.
- Claiming or implying that a simulated screen is an authentic software demonstration.
AutoCAD — what the recording must show
Exact AutoCAD release to be stated from the recorded session. Operating system to be stated from the recorded session; ribbon layout and shortcuts differ between Windows and Mac.
- 1.Drawing setup: new drawing, template choice and workspace.
- 2.Units: the UNITS dialog, unit type, precision and insertion scale.
- 3.Layers: the Layer Properties Manager, layer creation, colour, linetype and lineweight.
- 4.Object properties: the Properties palette and how an object's layer and overrides are read.
- 5.Commands: the command line with the exact command typed, including options and prompts.
- 6.Dimensions: dimension style settings and a dimension placed on real geometry.
- 7.Layouts: layout tabs, sheet size and page setup.
- 8.Viewports: viewport creation, scale setting and viewport locking.
- 9.Title blocks: title block insertion and completion of the sheet fields.
- 10.Plot settings: the PLOT dialog, plot style, paper size, scale and preview.
- 11.Final drawing checks: audit, purge, layer check and a measured check against the plotted scale.
Revit — what the recording must show
Exact Revit release to be stated from the recorded session. Operating system to be stated from the recorded session.
- 1.Project setup: template, units and project base point.
- 2.Browser and ribbon: the real Project Browser tree and ribbon tabs used.
- 3.Properties palette: type and instance properties for the element being taught.
- 4.Views and sheets: view creation, sheet creation and view placement.
- 5.Export and checks: the export dialog and a coordination check on the real model.
No authentic software recording or screenshot exists yet. Every software lesson remains “Video lesson: Not recorded — authentic professional recording required.”
Real professional classroom experience — every lesson
Applies to every future Academy lesson, software-based or not. The finished lesson presents as authentic professional training, professionally narrated and screen-led: video + written guide + supporting data + practical task + quality checklist + final named deliverable.
Lesson structure
- 1.Professional introduction.
- 2.Realistic project situation.
- 3.Learner role within that situation.
- 4.Problem statement.
- 5.Learning objectives.
- 6.Required software and data.
- 7.Step-by-step demonstration.
- 8.Explanation of the professional reasoning behind each action.
- 9.Practical learner task.
- 10.Checkpoint or pause activity.
- 11.Common mistake and its correction.
- 12.Quality-control review.
- 13.Final recap.
- 14.Named learner deliverable.
Video requirements
- Professional narration that is clear, natural and paced for instruction, synchronised with the screen action.
- Authentic screen recording from the actual software, with visible menus, tools, panels, commands, settings and outputs.
- Natural cursor movement and deliberate pacing, with a clear explanation of why each action is taken.
- Realistic corrections and troubleshooting shown, not edited away.
- Clear 16:9 screen capture.
- Captions and a complete transcript.
- Chapter titles and lesson sections.
- A small presenter window only where useful; it never covers technical content and is hidden on mobile or dense technical screens.
Never produced as a lesson
- Automated slideshows.
- Generic screen tours.
- Silent software demonstrations.
- Marketing videos presented as lessons.
- AI-avatar presentations.
- Simulated software tutorials.
- Fast montages without explanation.
- An invented tutor, instructor identity, voice, recording, thumbnail or completion status.
Lessons use only synthetic, publicly licensed or Ideeplan-owned examples. No confidential client information is used.
No genuine professional recording exists yet. Until one does, every lesson remains “Video lesson: Not recorded — authentic professional recording required.” Enrolment, payments, certificates and protected learner access stay disabled during this production stage.
Professional narration and screen-first production
- Every Academy lesson is planned as a professionally narrated, screen-led practical lesson with captions and a complete transcript.
- No AI avatar, virtual presenter or artificial talking head is used, and no named person is imitated. No lesson is described as human-narrated, instructor-led by a named person or personally presented unless that is factually true.
- No instructor identity is published until a real, named professional has recorded and approved the lesson.
- Recordings are screen-first: the GIS view, planning drawing, AutoCAD or Revit workspace or document remains the main subject of the frame.
- Any presenter picture-in-picture normally occupies about 8–10% of the frame, never covers technical content, and is reduced or hidden on small screens.
- The Principal Consultant portrait is reserved for approved introductions and conclusions. It is never used as a repeated course thumbnail, and the Academy remains company-first.
No lesson has been recorded and no narration has been produced. Scripts exist as production plans only, and every lesson video status remains “Not recorded”.
Demonstration material is synthetic, publicly licensed or owned by Ideeplan Consult. No confidential client file, unauthorised agency dataset or private project information is used.
Methods are jurisdiction-neutral. Learners must confirm local laws, policies and technical standards before applying them to a real project.
A production plan describes how a lesson would be recorded. It is not a recording, and it does not create an enrolment, account, payment or reserved place.
9 lesson production plans · suggested recording time about 90 minutes in total (a planning estimate, not a recorded duration) · every lesson video status: Not recorded.
Lesson 1 · Video lesson: Not recorded — authentic professional recording required.
Project base point, survey point and shared coordinates
- Learning objective
- The difference between internal origin, project base point and survey point; acquiring and publishing coordinates; why linking a CAD file at an arbitrary position breaks federation; and documenting the agreed origin for all consultants.
- Narration focus
- Locate the project correctly once so every later output agrees.
- Screen action
- Link the survey, acquire coordinates, set the survey point to a known station and record the origin in the coordination protocol.
- Required software
- Autodesk Revit, AutoCAD, PDF reader, Spreadsheet software
- Example data
- Synthetic levelled survey drawing, site boundary, an Ideeplan-owned Revit project template and a coordination protocol document to be completed.
- Expected learner output
- A test point reports the correct real-world coordinate and elevation.
- Suggested length
- About 8 minutes (planning estimate)
- Captions and transcript
- Required before professional review
- Narration
- Professional narration — not yet produced
Demonstration sequence
- 1.The difference between internal origin, project base point and survey point; acquiring and publishing coordinates; why linking a CAD file at an arbitrary position breaks federation; and documenting the agreed origin for all consultants.
- 2.Link the survey, acquire coordinates, set the survey point to a known station and record the origin in the coordination protocol.
- 3.A test point reports the correct real-world coordinate and elevation.
Quality review checklist
- Technical content (map, drawing, model or document) fills the majority of the frame and stays legible at 720p.
- Presenter picture-in-picture, if used, stays at roughly 8–10% of the frame, never covers legends, dimensions, labels or annotations, and is hidden on mobile widths and dense technical screens.
- Software shown is limited to Autodesk Revit, AutoCAD, PDF reader, Spreadsheet software, with no suggestion of provider endorsement.
- Capture is a genuine screen recording from the real application — no mockup, simulated interface, AI-generated screen or unverified screenshot.
- The exact software name, version and, where relevant, operating system are read from the recorded session and stated on screen.
- Menus, panels, toolbars, layer controls and the command line or log are visible and legible; the view zooms in wherever text, settings or coordinates would be hard to read.
- The full application interface is shown at the beginning; menus, tools and panels stay visible throughout and the interface context is never cropped away, with zoom retaining enough context to identify the application and tool.
- Real cursor movement with visible highlighting or click indicators is captured; the selected tool, its effect, complete dialogs and the resulting output are all shown.
- The exact command, menu path or tool name is shown as it appears in the software, with useful keyboard shortcuts alongside it and alternative locations explained for other versions.
- Numbered on-screen steps and callouts point at the real controls being used; no menu, tool or command is invented.
- Until an authentic recording exists the lesson reads: “Video lesson: Not recorded — authentic professional recording required.”
- All data on screen is synthetic, publicly licensed or Ideeplan-owned, and is labelled as demonstration data.
- Narration states that methods are jurisdiction-neutral and that local laws, policies and standards must be confirmed.
- Captions and a transcript are produced before the recording can move to professional review.
- No client name, confidential file or private project information appears on screen at any point.
Lesson 2 · Video lesson: Not recorded — authentic professional recording required.
Levels, datums and the sloping site
- Learning objective
- Setting levels against a real datum rather than a nominal zero, floor-to-floor logic on a sloping site, split levels and thresholds, and keeping level names meaningful across three blocks.
- Narration focus
- Locate the project correctly once so every later output agrees.
- Screen action
- Create the level structure for all three blocks tied to the survey datum and name them to the protocol.
- Required software
- Autodesk Revit, AutoCAD, PDF reader, Spreadsheet software
- Example data
- Synthetic levelled survey drawing, site boundary, an Ideeplan-owned Revit project template and a coordination protocol document to be completed.
- Expected learner output
- Every level elevation is stated relative to the survey datum.
- Suggested length
- About 10 minutes (planning estimate)
- Captions and transcript
- Required before professional review
- Narration
- Professional narration — not yet produced
Demonstration sequence
- 1.Setting levels against a real datum rather than a nominal zero, floor-to-floor logic on a sloping site, split levels and thresholds, and keeping level names meaningful across three blocks.
- 2.Create the level structure for all three blocks tied to the survey datum and name them to the protocol.
- 3.Every level elevation is stated relative to the survey datum.
Quality review checklist
- Technical content (map, drawing, model or document) fills the majority of the frame and stays legible at 720p.
- Presenter picture-in-picture, if used, stays at roughly 8–10% of the frame, never covers legends, dimensions, labels or annotations, and is hidden on mobile widths and dense technical screens.
- Software shown is limited to Autodesk Revit, AutoCAD, PDF reader, Spreadsheet software, with no suggestion of provider endorsement.
- Capture is a genuine screen recording from the real application — no mockup, simulated interface, AI-generated screen or unverified screenshot.
- The exact software name, version and, where relevant, operating system are read from the recorded session and stated on screen.
- Menus, panels, toolbars, layer controls and the command line or log are visible and legible; the view zooms in wherever text, settings or coordinates would be hard to read.
- The full application interface is shown at the beginning; menus, tools and panels stay visible throughout and the interface context is never cropped away, with zoom retaining enough context to identify the application and tool.
- Real cursor movement with visible highlighting or click indicators is captured; the selected tool, its effect, complete dialogs and the resulting output are all shown.
- The exact command, menu path or tool name is shown as it appears in the software, with useful keyboard shortcuts alongside it and alternative locations explained for other versions.
- Numbered on-screen steps and callouts point at the real controls being used; no menu, tool or command is invented.
- Until an authentic recording exists the lesson reads: “Video lesson: Not recorded — authentic professional recording required.”
- All data on screen is synthetic, publicly licensed or Ideeplan-owned, and is labelled as demonstration data.
- Narration states that methods are jurisdiction-neutral and that local laws, policies and standards must be confirmed.
- Captions and a transcript are produced before the recording can move to professional review.
- No client name, confidential file or private project information appears on screen at any point.
Lesson 3 · Video lesson: Not recorded — authentic professional recording required.
Topography, cut and fill and site elements
- Learning objective
- Building a toposurface from survey points, building pads and platform levels, deriving cut and fill volumes, and modelling retaining and boundary conditions to a stage of detail appropriate to planning.
- Narration focus
- Locate the project correctly once so every later output agrees.
- Screen action
- Model the toposurface, set platform levels for the three blocks and report cut and fill volumes.
- Required software
- Autodesk Revit, AutoCAD, PDF reader, Spreadsheet software
- Example data
- Synthetic levelled survey drawing, site boundary, an Ideeplan-owned Revit project template and a coordination protocol document to be completed.
- Expected learner output
- Toposurface spot levels match the survey within the stated tolerance.
- Suggested length
- About 12 minutes (planning estimate)
- Captions and transcript
- Required before professional review
- Narration
- Professional narration — not yet produced
Demonstration sequence
- 1.Building a toposurface from survey points, building pads and platform levels, deriving cut and fill volumes, and modelling retaining and boundary conditions to a stage of detail appropriate to planning.
- 2.Model the toposurface, set platform levels for the three blocks and report cut and fill volumes.
- 3.Toposurface spot levels match the survey within the stated tolerance.
Quality review checklist
- Technical content (map, drawing, model or document) fills the majority of the frame and stays legible at 720p.
- Presenter picture-in-picture, if used, stays at roughly 8–10% of the frame, never covers legends, dimensions, labels or annotations, and is hidden on mobile widths and dense technical screens.
- Software shown is limited to Autodesk Revit, AutoCAD, PDF reader, Spreadsheet software, with no suggestion of provider endorsement.
- Capture is a genuine screen recording from the real application — no mockup, simulated interface, AI-generated screen or unverified screenshot.
- The exact software name, version and, where relevant, operating system are read from the recorded session and stated on screen.
- Menus, panels, toolbars, layer controls and the command line or log are visible and legible; the view zooms in wherever text, settings or coordinates would be hard to read.
- The full application interface is shown at the beginning; menus, tools and panels stay visible throughout and the interface context is never cropped away, with zoom retaining enough context to identify the application and tool.
- Real cursor movement with visible highlighting or click indicators is captured; the selected tool, its effect, complete dialogs and the resulting output are all shown.
- The exact command, menu path or tool name is shown as it appears in the software, with useful keyboard shortcuts alongside it and alternative locations explained for other versions.
- Numbered on-screen steps and callouts point at the real controls being used; no menu, tool or command is invented.
- Until an authentic recording exists the lesson reads: “Video lesson: Not recorded — authentic professional recording required.”
- All data on screen is synthetic, publicly licensed or Ideeplan-owned, and is labelled as demonstration data.
- Narration states that methods are jurisdiction-neutral and that local laws, policies and standards must be confirmed.
- Captions and a transcript are produced before the recording can move to professional review.
- No client name, confidential file or private project information appears on screen at any point.
Lesson 4 · Video lesson: Not recorded — authentic professional recording required.
Stage-appropriate modelling and family discipline
- Learning objective
- Modelling only what the planning stage requires, masses versus modelled elements, using system and loadable families correctly, naming and parameter discipline, and the cost of over-modelling early.
- Narration focus
- Model to the right level of detail and make the consultant information agree.
- Screen action
- Model the three blocks to the stated stage of detail using the family and naming library.
- Required software
- Autodesk Revit, AutoCAD, PDF reader, Spreadsheet software
- Example data
- Teaching structural and services models, a synthetic accommodation brief and an Ideeplan-owned family and naming library.
- Expected learner output
- No element is modelled beyond the agreed stage of detail without a reason.
- Suggested length
- About 8 minutes (planning estimate)
- Captions and transcript
- Required before professional review
- Narration
- Professional narration — not yet produced
Demonstration sequence
- 1.Modelling only what the planning stage requires, masses versus modelled elements, using system and loadable families correctly, naming and parameter discipline, and the cost of over-modelling early.
- 2.Model the three blocks to the stated stage of detail using the family and naming library.
- 3.No element is modelled beyond the agreed stage of detail without a reason.
Quality review checklist
- Technical content (map, drawing, model or document) fills the majority of the frame and stays legible at 720p.
- Presenter picture-in-picture, if used, stays at roughly 8–10% of the frame, never covers legends, dimensions, labels or annotations, and is hidden on mobile widths and dense technical screens.
- Software shown is limited to Autodesk Revit, AutoCAD, PDF reader, Spreadsheet software, with no suggestion of provider endorsement.
- Capture is a genuine screen recording from the real application — no mockup, simulated interface, AI-generated screen or unverified screenshot.
- The exact software name, version and, where relevant, operating system are read from the recorded session and stated on screen.
- Menus, panels, toolbars, layer controls and the command line or log are visible and legible; the view zooms in wherever text, settings or coordinates would be hard to read.
- The full application interface is shown at the beginning; menus, tools and panels stay visible throughout and the interface context is never cropped away, with zoom retaining enough context to identify the application and tool.
- Real cursor movement with visible highlighting or click indicators is captured; the selected tool, its effect, complete dialogs and the resulting output are all shown.
- The exact command, menu path or tool name is shown as it appears in the software, with useful keyboard shortcuts alongside it and alternative locations explained for other versions.
- Numbered on-screen steps and callouts point at the real controls being used; no menu, tool or command is invented.
- Until an authentic recording exists the lesson reads: “Video lesson: Not recorded — authentic professional recording required.”
- All data on screen is synthetic, publicly licensed or Ideeplan-owned, and is labelled as demonstration data.
- Narration states that methods are jurisdiction-neutral and that local laws, policies and standards must be confirmed.
- Captions and a transcript are produced before the recording can move to professional review.
- No client name, confidential file or private project information appears on screen at any point.
Lesson 5 · Video lesson: Not recorded — authentic professional recording required.
Linking, worksets and federation
- Learning objective
- Linking consultant models by shared coordinates, workset organisation and visibility control, managing link updates, and keeping the model performant on a multi-block site.
- Narration focus
- Model to the right level of detail and make the consultant information agree.
- Screen action
- Link the teaching structural and services models by shared coordinates and set up view templates for coordination views.
- Required software
- Autodesk Revit, AutoCAD, PDF reader, Spreadsheet software
- Example data
- Teaching structural and services models, a synthetic accommodation brief and an Ideeplan-owned family and naming library.
- Expected learner output
- All linked models align without manual moving.
- Suggested length
- About 10 minutes (planning estimate)
- Captions and transcript
- Required before professional review
- Narration
- Professional narration — not yet produced
Demonstration sequence
- 1.Linking consultant models by shared coordinates, workset organisation and visibility control, managing link updates, and keeping the model performant on a multi-block site.
- 2.Link the teaching structural and services models by shared coordinates and set up view templates for coordination views.
- 3.All linked models align without manual moving.
Quality review checklist
- Technical content (map, drawing, model or document) fills the majority of the frame and stays legible at 720p.
- Presenter picture-in-picture, if used, stays at roughly 8–10% of the frame, never covers legends, dimensions, labels or annotations, and is hidden on mobile widths and dense technical screens.
- Software shown is limited to Autodesk Revit, AutoCAD, PDF reader, Spreadsheet software, with no suggestion of provider endorsement.
- Capture is a genuine screen recording from the real application — no mockup, simulated interface, AI-generated screen or unverified screenshot.
- The exact software name, version and, where relevant, operating system are read from the recorded session and stated on screen.
- Menus, panels, toolbars, layer controls and the command line or log are visible and legible; the view zooms in wherever text, settings or coordinates would be hard to read.
- The full application interface is shown at the beginning; menus, tools and panels stay visible throughout and the interface context is never cropped away, with zoom retaining enough context to identify the application and tool.
- Real cursor movement with visible highlighting or click indicators is captured; the selected tool, its effect, complete dialogs and the resulting output are all shown.
- The exact command, menu path or tool name is shown as it appears in the software, with useful keyboard shortcuts alongside it and alternative locations explained for other versions.
- Numbered on-screen steps and callouts point at the real controls being used; no menu, tool or command is invented.
- Until an authentic recording exists the lesson reads: “Video lesson: Not recorded — authentic professional recording required.”
- All data on screen is synthetic, publicly licensed or Ideeplan-owned, and is labelled as demonstration data.
- Narration states that methods are jurisdiction-neutral and that local laws, policies and standards must be confirmed.
- Captions and a transcript are produced before the recording can move to professional review.
- No client name, confidential file or private project information appears on screen at any point.
Lesson 6 · Video lesson: Not recorded — authentic professional recording required.
Finding and resolving inconsistency
- Learning objective
- Interference checking, the difference between a geometric clash and an information inconsistency, prioritising by consequence, writing a resolvable clash entry, and closing issues with a record rather than a conversation.
- Narration focus
- Model to the right level of detail and make the consultant information agree.
- Screen action
- Run coordination checks, build a register of at least eight issues classified by consequence, and resolve the three most serious.
- Required software
- Autodesk Revit, AutoCAD, PDF reader, Spreadsheet software
- Example data
- Teaching structural and services models, a synthetic accommodation brief and an Ideeplan-owned family and naming library.
- Expected learner output
- Each register entry names the models, the location, the consequence and the resolution.
- Suggested length
- About 12 minutes (planning estimate)
- Captions and transcript
- Required before professional review
- Narration
- Professional narration — not yet produced
Demonstration sequence
- 1.Interference checking, the difference between a geometric clash and an information inconsistency, prioritising by consequence, writing a resolvable clash entry, and closing issues with a record rather than a conversation.
- 2.Run coordination checks, build a register of at least eight issues classified by consequence, and resolve the three most serious.
- 3.Each register entry names the models, the location, the consequence and the resolution.
Quality review checklist
- Technical content (map, drawing, model or document) fills the majority of the frame and stays legible at 720p.
- Presenter picture-in-picture, if used, stays at roughly 8–10% of the frame, never covers legends, dimensions, labels or annotations, and is hidden on mobile widths and dense technical screens.
- Software shown is limited to Autodesk Revit, AutoCAD, PDF reader, Spreadsheet software, with no suggestion of provider endorsement.
- Capture is a genuine screen recording from the real application — no mockup, simulated interface, AI-generated screen or unverified screenshot.
- The exact software name, version and, where relevant, operating system are read from the recorded session and stated on screen.
- Menus, panels, toolbars, layer controls and the command line or log are visible and legible; the view zooms in wherever text, settings or coordinates would be hard to read.
- The full application interface is shown at the beginning; menus, tools and panels stay visible throughout and the interface context is never cropped away, with zoom retaining enough context to identify the application and tool.
- Real cursor movement with visible highlighting or click indicators is captured; the selected tool, its effect, complete dialogs and the resulting output are all shown.
- The exact command, menu path or tool name is shown as it appears in the software, with useful keyboard shortcuts alongside it and alternative locations explained for other versions.
- Numbered on-screen steps and callouts point at the real controls being used; no menu, tool or command is invented.
- Until an authentic recording exists the lesson reads: “Video lesson: Not recorded — authentic professional recording required.”
- All data on screen is synthetic, publicly licensed or Ideeplan-owned, and is labelled as demonstration data.
- Narration states that methods are jurisdiction-neutral and that local laws, policies and standards must be confirmed.
- Captions and a transcript are produced before the recording can move to professional review.
- No client name, confidential file or private project information appears on screen at any point.
Lesson 7 · Video lesson: Not recorded — authentic professional recording required.
Views, view templates and annotation
- Learning objective
- Building views for purpose, view templates for consistency, view range and level cuts on a sloping site, annotation and tagging from model data rather than typed text, and keeping graphics consistent across blocks.
- Narration focus
- Generate documentation that cannot contradict itself.
- Screen action
- Produce plans, two site sections and elevations for all three blocks using view templates.
- Required software
- Autodesk Revit, AutoCAD, PDF reader, Spreadsheet software
- Example data
- Coordinated model, an Ideeplan-owned sheet and title block set and a required documentation schedule.
- Expected learner output
- No annotation is typed where a model parameter exists.
- Suggested length
- About 8 minutes (planning estimate)
- Captions and transcript
- Required before professional review
- Narration
- Professional narration — not yet produced
Demonstration sequence
- 1.Building views for purpose, view templates for consistency, view range and level cuts on a sloping site, annotation and tagging from model data rather than typed text, and keeping graphics consistent across blocks.
- 2.Produce plans, two site sections and elevations for all three blocks using view templates.
- 3.No annotation is typed where a model parameter exists.
Quality review checklist
- Technical content (map, drawing, model or document) fills the majority of the frame and stays legible at 720p.
- Presenter picture-in-picture, if used, stays at roughly 8–10% of the frame, never covers legends, dimensions, labels or annotations, and is hidden on mobile widths and dense technical screens.
- Software shown is limited to Autodesk Revit, AutoCAD, PDF reader, Spreadsheet software, with no suggestion of provider endorsement.
- Capture is a genuine screen recording from the real application — no mockup, simulated interface, AI-generated screen or unverified screenshot.
- The exact software name, version and, where relevant, operating system are read from the recorded session and stated on screen.
- Menus, panels, toolbars, layer controls and the command line or log are visible and legible; the view zooms in wherever text, settings or coordinates would be hard to read.
- The full application interface is shown at the beginning; menus, tools and panels stay visible throughout and the interface context is never cropped away, with zoom retaining enough context to identify the application and tool.
- Real cursor movement with visible highlighting or click indicators is captured; the selected tool, its effect, complete dialogs and the resulting output are all shown.
- The exact command, menu path or tool name is shown as it appears in the software, with useful keyboard shortcuts alongside it and alternative locations explained for other versions.
- Numbered on-screen steps and callouts point at the real controls being used; no menu, tool or command is invented.
- Until an authentic recording exists the lesson reads: “Video lesson: Not recorded — authentic professional recording required.”
- All data on screen is synthetic, publicly licensed or Ideeplan-owned, and is labelled as demonstration data.
- Narration states that methods are jurisdiction-neutral and that local laws, policies and standards must be confirmed.
- Captions and a transcript are produced before the recording can move to professional review.
- No client name, confidential file or private project information appears on screen at any point.
Lesson 8 · Video lesson: Not recorded — authentic professional recording required.
Schedules that come from the model
- Learning objective
- Area and accommodation schedules from model areas, gross and net definitions, unit mix and parking schedules, exporting to a spreadsheet without breaking the link to the model, and reconciling schedules with the planning statement.
- Narration focus
- Generate documentation that cannot contradict itself.
- Screen action
- Generate the accommodation and area schedules and reconcile them against the supplied accommodation brief.
- Required software
- Autodesk Revit, AutoCAD, PDF reader, Spreadsheet software
- Example data
- Coordinated model, an Ideeplan-owned sheet and title block set and a required documentation schedule.
- Expected learner output
- Every schedule figure is generated, not typed, and matches the brief or explains the difference.
- Suggested length
- About 10 minutes (planning estimate)
- Captions and transcript
- Required before professional review
- Narration
- Professional narration — not yet produced
Demonstration sequence
- 1.Area and accommodation schedules from model areas, gross and net definitions, unit mix and parking schedules, exporting to a spreadsheet without breaking the link to the model, and reconciling schedules with the planning statement.
- 2.Generate the accommodation and area schedules and reconcile them against the supplied accommodation brief.
- 3.Every schedule figure is generated, not typed, and matches the brief or explains the difference.
Quality review checklist
- Technical content (map, drawing, model or document) fills the majority of the frame and stays legible at 720p.
- Presenter picture-in-picture, if used, stays at roughly 8–10% of the frame, never covers legends, dimensions, labels or annotations, and is hidden on mobile widths and dense technical screens.
- Software shown is limited to Autodesk Revit, AutoCAD, PDF reader, Spreadsheet software, with no suggestion of provider endorsement.
- Capture is a genuine screen recording from the real application — no mockup, simulated interface, AI-generated screen or unverified screenshot.
- The exact software name, version and, where relevant, operating system are read from the recorded session and stated on screen.
- Menus, panels, toolbars, layer controls and the command line or log are visible and legible; the view zooms in wherever text, settings or coordinates would be hard to read.
- The full application interface is shown at the beginning; menus, tools and panels stay visible throughout and the interface context is never cropped away, with zoom retaining enough context to identify the application and tool.
- Real cursor movement with visible highlighting or click indicators is captured; the selected tool, its effect, complete dialogs and the resulting output are all shown.
- The exact command, menu path or tool name is shown as it appears in the software, with useful keyboard shortcuts alongside it and alternative locations explained for other versions.
- Numbered on-screen steps and callouts point at the real controls being used; no menu, tool or command is invented.
- Until an authentic recording exists the lesson reads: “Video lesson: Not recorded — authentic professional recording required.”
- All data on screen is synthetic, publicly licensed or Ideeplan-owned, and is labelled as demonstration data.
- Narration states that methods are jurisdiction-neutral and that local laws, policies and standards must be confirmed.
- Captions and a transcript are produced before the recording can move to professional review.
- No client name, confidential file or private project information appears on screen at any point.
Lesson 9 · Video lesson: Not recorded — authentic professional recording required.
Sheets, export and the model audit
- Learning objective
- Sheet setup and numbering, exporting drawings and models for issue, checking a PDF against the model, purging and auditing the file, and recording model origin, stage of detail, limitations and authorship.
- Narration focus
- Generate documentation that cannot contradict itself.
- Screen action
- Publish the drawing set and complete the model and information audit note.
- Required software
- Autodesk Revit, AutoCAD, PDF reader, Spreadsheet software
- Example data
- Coordinated model, an Ideeplan-owned sheet and title block set and a required documentation schedule.
- Expected learner output
- The audit records origin, datum, stage of detail, links and limitations.
- Suggested length
- About 12 minutes (planning estimate)
- Captions and transcript
- Required before professional review
- Narration
- Professional narration — not yet produced
Demonstration sequence
- 1.Sheet setup and numbering, exporting drawings and models for issue, checking a PDF against the model, purging and auditing the file, and recording model origin, stage of detail, limitations and authorship.
- 2.Publish the drawing set and complete the model and information audit note.
- 3.The audit records origin, datum, stage of detail, links and limitations.
Quality review checklist
- Technical content (map, drawing, model or document) fills the majority of the frame and stays legible at 720p.
- Presenter picture-in-picture, if used, stays at roughly 8–10% of the frame, never covers legends, dimensions, labels or annotations, and is hidden on mobile widths and dense technical screens.
- Software shown is limited to Autodesk Revit, AutoCAD, PDF reader, Spreadsheet software, with no suggestion of provider endorsement.
- Capture is a genuine screen recording from the real application — no mockup, simulated interface, AI-generated screen or unverified screenshot.
- The exact software name, version and, where relevant, operating system are read from the recorded session and stated on screen.
- Menus, panels, toolbars, layer controls and the command line or log are visible and legible; the view zooms in wherever text, settings or coordinates would be hard to read.
- The full application interface is shown at the beginning; menus, tools and panels stay visible throughout and the interface context is never cropped away, with zoom retaining enough context to identify the application and tool.
- Real cursor movement with visible highlighting or click indicators is captured; the selected tool, its effect, complete dialogs and the resulting output are all shown.
- The exact command, menu path or tool name is shown as it appears in the software, with useful keyboard shortcuts alongside it and alternative locations explained for other versions.
- Numbered on-screen steps and callouts point at the real controls being used; no menu, tool or command is invented.
- Until an authentic recording exists the lesson reads: “Video lesson: Not recorded — authentic professional recording required.”
- All data on screen is synthetic, publicly licensed or Ideeplan-owned, and is labelled as demonstration data.
- Narration states that methods are jurisdiction-neutral and that local laws, policies and standards must be confirmed.
- Captions and a transcript are produced before the recording can move to professional review.
- No client name, confidential file or private project information appears on screen at any point.
Course production standard
- Recordings are screen-first: the planning drawing, GIS view, AutoCAD or Revit workspace stays the main subject of the frame.
- Any presenter picture-in-picture normally occupies no more than about 8–10% of the frame and never covers maps, legends, drawings, dimensions or annotations.
- On mobile and on dense technical screens the presenter window is reduced further or hidden entirely.
- The Principal Consultant portrait is reserved for approved introductions, explanations and conclusions. It is not used as a generic thumbnail for every course.
- Narration is planned for professional human delivery. No AI narration, AI presenter or recorded lesson exists today.
No lesson has been recorded. Every lesson media status is “Not recorded”.
Any example data used in teaching is synthetic, publicly licensed or owned by Ideeplan Consult, and is clearly labelled as demonstration data. No client file, confidential document or unauthorised project material is used.
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