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Use Case

Elevator Modernization Scope of Work Validation

ProductAgentsUse CasesElevator Modernization Scope of Work Validation

On this page

Job to Be DoneThe Operational ProblemHow It WorksInputs & OutputsWorkflow ContextWorks WithFAQGet Started

The Scope Checker Agent validates elevator modernization scope across contracts, specs, change orders, and code references during buyout and scope review.

✍️

Try the Scope Checker Agent

Eliminate scope gaps and overlaps by reconciling contracts, drawings, and project metadata before they become costly disputes.

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The Operational Problem

Elevator modernization scope of work, prime contracts, specs, and executed change orders live in separate systems and often stay unreconciled. Project managers manually cross-check subcontractor scope language against Division 14 specifications, ASME A17.1 provisions, ADA requirements, and fire service recall interfaces across project files spanning hundreds of pages.

Errors and omissions in contract documents are often a leading cause of disputes, along with failures to understand or comply with contractual obligations. Unclear elevator scope definitions leave buyout teams reconciling code references, exclusions, and change order language late in the workflow.

How Scope Checker Agent Automates This

Datagrid's Scope Checker Agent is an AI agent that connects to existing project tools, workflows scope packages on-the-fly, and returns structured validation results. Project teams make the decisions on scope acceptance, change order negotiation, and subcontractor buyout terms. The Scope Checker Agent executes the cross-referencing between those decisions.

1

Ingest project files, contracts, and change orders

The Scope Checker Agent connects to Procore, SharePoint, Box, or Google Drive and extracts the prime contract, Division 14 specifications, subcontractor scope of work, and executed change orders into a unified workflow layer.

2

Compare subcontractor scope against contract requirements

The Scope Checker Agent compares the elevator subcontractor's scope line by line against prime contract obligations, specification sections, and change order modifications. It detects gaps around equipment replacement, controls upgrades, and interface work that appear differently across the subcontractor scope, prime contract, and specifications.

3

Validate spec-referenced code provisions

The Scope Checker Agent validates whether code provisions referenced in the specifications, such as ASME A17.1 alteration classifications and NFPA 72 fire service recall interfaces, appear in the subcontractor's scope. Missing provisions generate flagged action items with the specific code reference and specification section.

4

Flag exclusion language and dispute exposure

The Scope Checker Agent identifies exclusion clauses and hold-harmless provisions where unresolved scope can become dispute exposure. These items are flagged before execution for operations and legal review.

Inputs & Outputs

Inputs

  • Project files organized by CSI MasterFormat division, including Division 14 elevator specifications, pulled from connected systems like Procore, SharePoint, or Box

  • Prime contract project files and subcontractor scope of work packages stored in document management platforms or cloud storage (Google Drive, OneDrive, Dropbox, Egnyte)

  • Executed change orders and modification records from project management tools

  • Field data from connected platforms such as PlanGrid or BIM 360 Build, including RFIs and submittal records related to elevator scope

Outputs

  • Structured report identifying scope gaps between the subcontractor's priced work and prime contract or specification requirements, organized by equipment category and code reference

  • Action items flagging spec-referenced code provisions (ASME A17.1, ADA, NFPA 72, IBC Chapter 30) absent from the subcontractor scope

  • Flagged exclusion language, hold-harmless clauses, and waiver provisions with risk context for operations and legal review

  • Structured comparison of change order modifications against the original scope baseline, identifying unreconciled scope drift

Workflow Context

The Scope Checker Agent operates within Datagrid's scope validation and subcontractor agreement review workflow cluster. For elevator modernization, scope of work validation feeds directly into procurement workflows during subcontractor buyout, RFI generation when flagged gaps require design clarification, and change order documentation when scope modifications are negotiated post-award. The workflow keeps contract requirements, spec references, and negotiated scope aligned before unresolved items reach field execution.

Works With

The Scope Checker Agent connects to the existing construction management stack without custom integration work, fitting into the systems teams already use to store scope packages, manage project files, and process field documentation.

Procore

Procore

Pull prime contracts, change orders, RFIs, and budget-linked project records into automated scope validation workflows.

SharePoint

SharePoint

Process specification libraries, subcontractor scope documents, and compliance files stored across project document repositories.

Box

Box

Extract scope packages, addenda, and executed contract documents from centralized cloud file storage.

Google Drive

Google Drive

Ingest shared scope sheets, contract exhibits, and specification files from distributed project folders.

OneDrive

OneDrive

Classify and route cloud-stored scope documents, revisions, and supporting files into validation workflows.

Dropbox

Dropbox

Automate document extraction and file processing for subcontractor scopes and supporting modernization records.

Egnyte

Egnyte

Automatically extract, classify, and route elevator modernization files stored in shared project environments.

PlanGrid

PlanGrid

Use RFIs, submittal tracking, and field data processing to support scope clarification and downstream issue resolution.

BIM 360 Build

BIM 360 Build

Bring issues, RFIs, and forms into the workflow when field conditions affect elevator scope execution.

These integrations keep contract, specification, change order, and field records connected as scope validation moves from buyout through project execution.

Frequently Asked Questions

The Scope Checker Agent cross-checks specification sections against the subcontractor's scope project file and flags provisions that the spec calls out but the scope omits. For elevator modernization, this includes ASME A17.1 alteration-triggered requirements, ADA accessibility standards, and NFPA 72 fire alarm interface obligations. It generates action items tied to the specific specification section and code reference so operations teams can address gaps during buyout.

The Scope Checker Agent identifies exclusion clauses in the subcontractor scope and compares them against prime contract obligations and specification requirements. It flags items excluded by the elevator sub that remain unresolved in the broader contract structure. It also surfaces broad waiver language in change orders that can affect later recovery of impact costs.

No. The Scope Checker Agent executes the project-file cross-referencing and comparison work. It generates a structured report with flagged gaps, missing code provisions, and exclusion language risks. The PM and operations leadership review those findings and decide whether to negotiate scope revisions, issue RFIs for design clarification, or accept the identified risk.

The Scope Checker Agent connects to project management and project-file storage platforms across the portfolio. When change orders are executed or scope packages are revised in any connected system, it workflows the updated submissions and regenerates the validation report. Operations leadership can compare patterns across projects, identifying recurring exclusion language or recurring code-compliance gaps.

The Scope Checker Agent validates whether the scope project file identifies the specific ASME A17.1 edition, local amendments, and Authority Having Jurisdiction applicable to the project. The applicable code version is determined by each jurisdiction's adoption date, not just the publication date of the standard, so a scope referencing "applicable codes" without specifying the edition and jurisdiction is flagged as non-verifiable [elevator safety code](https://www.asme.org/codes-standards/find-codes-standards/safety-code-for-elevators-and-escalators). The operations team then confirms the applicable code version with the AHJ before scope finalization.

Keep Elevator Scope Validation Moving with Datagrid

Datagrid enables project teams to validate elevator modernization scope against contracts, specifications, change orders, and code references before unresolved gaps move deeper into execution.

  • Scope gap detection:: Compares subcontractor scope line by line against prime contract obligations, Division 14 specifications, and executed change orders.
  • Code-reference validation:: Flags referenced requirements such as ASME A17.1, ADA, NFPA 72, and related provisions that are missing from the stated scope.
  • Exclusion review:: Surfaces exclusion clauses, hold-harmless language, and waiver provisions that can create dispute exposure.
  • Change tracking:: Regenerates structured validation outputs as scope packages and change orders evolve across connected systems.
Try the Scope Checker Agent

Agent

✍️

Scope Checker Agent

Eliminate scope gaps and overlaps by reconciling contracts, drawings, and project metadata before they become costly disputes.

Works with

SharePointSharePointProcoreProcorePlanGridPlanGridSlackSlackTrimble ConnectTrimble Connect
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