Start with the right questions
Record the client type, contractor strategy and appointment position. Understand why each question matters.
PRACTICAL CDM WORKFLOW · PILOT
CDM software for architects
and Principal Designers.
CDM 2015 software for architects and Principal Designers. Give your practice a clear route through the project workflow. Bring duties, design decisions, actions and evidence together in one project workspace.
Built for architects, designers and CDM Principal Designers.
STUDIO PROJECT / 024
Design phaseRiverside refurbishment
3Actions to review
2PCI gaps
1Design risk review
Client duties information Issue recorded
Dutyholder appointments Evidence linked
Pre-construction information Review required
Design risk coordination In progress
Why do we ask this?
Understanding the contractor strategy helps identify the dutyholder arrangements to review.
A workflow record supports your decisions; it is not a compliance verdict.
From first questions to closeoutClient dutiesAppointmentsPCIDesign riskHandover
WHY CDMLOGIC
Good intentions need
a consistent process.
The work is often spread across emails, spreadsheets and folders. It can be difficult to see what is missing, who needs to act and which decisions have been recorded.
CDMlogic connects the next step to the reason behind it, then helps you keep the evidence alongside the record. A practical routine your team can use across projects.
The thinking behind CDMlogic →A CLEARER PROJECT JOURNEY
One workspace. The next step in view.
Start with the project. Build the record as the work progresses.
Make information gaps visible
Keep a pre-construction information tracker with owners, review dates and supporting evidence.
Record design decisions
Maintain a design risk register, review changes and communicate significant residual risks.
Keep the evidence with the work
Link documents, screenshots and photographs to the relevant PCI, risk or Health & Safety File record.
Coordinate your team
Give colleagues appropriate workspace access and keep outstanding actions visible across projects.
Build a useful handover record
Bring together appointments, issue records, construction interfaces and Health & Safety File tracking.
DESIGNED FOR PRACTICE LIFE
Several projects.
One shared way of working.
For smaller architectural practices that need a repeatable CDM process without losing sight of individual project circumstances.
Find your fit →Clarity before paperwork
Understand the question, then record the answer.
Evidence with context
Keep the document connected to the decision or action it supports.
Professional judgement stays central
People assess the project and carry out their duties. Software supports the process.
REGULATIONS, WITH CONTEXT
Understand the role.
Keep the regimes clear.
The core workflow supports CDM 2015 in Great Britain. Building Regulations duties in England are a separate regime, with distinct appointment and competence considerations.
Read our regulatory scope →“Why do we ask this?”
Expandable explanations help the team understand the purpose of a step, with links to authoritative guidance.CDM 2015 PROJECT RECORDS
From a PCI checklist to a design risk register.
A practical CDM management process connects information, design decisions and communication. CDMlogic gives each record a place in the same project workspace.
Pre-construction information tracker
Keep an organised list of surveys, existing drawings, services information and site constraints. Record gaps, responsibilities and review status, then attach the information that supports each item.
Read the PCI checklist guide →Design risk register
Record the hazard, design response and significant residual information the project team needs. Link supporting evidence and keep changes visible so the record explains the decision.
What belongs in a design risk register? →Dutyholder and handover records
Prepare appointment drafts, record actual issue separately and track Health & Safety File information. Keep CDM and England’s Building Regulations Principal Designer roles distinct.
Read the Health & Safety File guide →EXPLORE THE WORKFLOW
See where CDMlogic fits.
CDM software for architects
A shared routine for information, design reviews and project records across a practice.
Explore the practice workflow →CDM Principal Designer software
Connect information gaps, design coordination, appointments and handover actions.
Explore coordination records →Pre-construction information software
Keep information gaps, owners, reviews and supporting evidence connected to the project.
Explore the PCI tracker →PRACTICAL RESOURCES
Useful reading for the next project.
APPOINTMENTS
CDM appointment records: a practical evidence checklist
Keep the agreed role, prepared document, actual issue and acknowledgement clear in your project record.
Read the guide HANDOVERHealth & Safety File: contents, responsibilities and handover
What belongs in a CDM Health & Safety File, who prepares it and how to keep handover information useful.
Read the guide INFORMATIONPre-construction information (PCI): a practical checklist
A free printable PCI checklist, a worked example and a practical route through information gaps.
Read the guide DESIGN DECISIONSDesign risk register: what to record and communicate
Record the decision and the information others need, as well as the hazard.
Read the guide WORKED EXAMPLEDesign risk register example: a refurbishment review
A fictional register entry showing information gaps, design options, evidence and communication.
Read the guide DUTYHOLDER ROLESTwo Principal Designer roles
Keep CDM and England’s Building Regulations duties distinct.
Read the guideCOMMON QUESTIONS
A few things to know.
Does CDMlogic certify compliance?
No. It supports workflow and records. Completeness indicators do not determine legal compliance, competence or whether an appointment is valid.
Can we attach evidence?
Yes. The workspace supports PDF documents, PNG screenshots and JPEG photographs, with a current limit of 4 MiB per file. Evidence can be linked to specific project records.
Can colleagues have different access?
Yes. Workspace roles include owner, admin, editor and viewer. Viewers can read project information without editing it.
Is it ready for general purchase?
CDMlogic is currently in pilot. Commercial plans and general availability will be announced after the remaining launch checks. Existing pilot users can sign in.
MAKE THE PROCESS CLEARER