# Tous les types de documents

Magma organise les documents en **5 niveaux d'index** avec **121 types de documents spécifiques**. Chaque type a un rôle d'importateur désigné et jusqu'à trois rôles de validateur. Certains documents ont des périodes de validité après lesquelles ils expirent et doivent être renouvelés.

## Légende des périodes de validité

| Symbole | Signification                           |
| ------- | --------------------------------------- |
| 1Y      | Expire 1 an après l'importation         |
| 1M      | Expire 1 mois après l'importation       |
| ONCE    | Valide jusqu'à l'achèvement du bâtiment |
| —       | Pas d'expiration (permanent)            |

***

## Genesis Level (0-xxx) — 48 document types

Foundational documents covering ownership, legal, financial, insurance, diagnostics, and administrative records.

| Code      | Document                                   | Validity | Uploader           | Primary Validator     | Secondary Validator   | Tertiary Validator    |
| --------- | ------------------------------------------ | -------- | ------------------ | --------------------- | --------------------- | --------------------- |
| 0-001     | Title                                      | —        | Title Agent US     | Asset Manager         | Attorney              | Owner                 |
| 0-002     | Deed                                       | —        | Title Agent US     | Asset Manager         | Attorney              | Owner                 |
| 0-003     | Land Registry                              | —        | Notary (FR)        | Asset Manager         | City/Inspector        | Owner                 |
| 0-004     | Certificate of Conformity                  | —        | Architect          | City/Inspector        | Asset Manager         | Notary (FR)           |
| 0-005-000 | Lead Diagnostic                            | —        | Diagnostician      | Property Manager      | Asset Manager         | City/Inspector        |
| 0-005-001 | Electrical Diagnostic                      | —        | Electrician        | Property Manager      | Architect             | Asset Manager         |
| 0-005-002 | ERP / Pollution Risk                       | —        | Diagnostician      | Property Manager      | Asset Manager         | Facility Manager      |
| 0-005-003 | Gas Diagnostic                             | —        | Diagnostician      | Property Manager      | Plumber               | Facility Manager      |
| 0-005-004 | Termite Diagnostic                         | —        | Diagnostician      | Property Manager      | Architect             | Asset Manager         |
| 0-005-005 | Energy Performance (DPE)                   | —        | Diagnostician      | Property Manager      | Asset Manager         | Architect             |
| 0-005-006 | Fungal / Mold                              | —        | Diagnostician      | Property Manager      | Architect             | Tenant                |
| 0-005-007 | Net Habitable Area (Loi Carrez)            | —        | Surveyor           | Property Manager      | Tenant                | Asset Manager         |
| 0-005-008 | Radon                                      | —        | Diagnostician      | Property Manager      | Notary (FR)           | Owner                 |
| 0-005-009 | Pool                                       | —        | Diagnostician      | Property Manager      | Asset Manager         | Owner                 |
| 0-005-010 | Fire                                       | —        | Diagnostician      | Property Manager      | Project Manager       | Architect             |
| 0-005-011 | Internet                                   | —        | Diagnostician      | IT Company            | Property Manager      | Internet Provider     |
| 0-005-012 | Land / Geo / Soil                          | —        | Diagnostician      | Surveyor              | Notary (FR)           | Owner                 |
| 0-005-013 | Sound Pollution                            | —        | Diagnostician      | Property Manager      | Tenant                | Smart Project Manager |
| 0-006     | Full As-Built Documentation (AMF/DOE)      | —        | Asset Manager      | Property Manager      | Facility Manager      | Smart Project Manager |
| 0-007     | Description of Works (DOE)                 | —        | Project Manager    | Property Manager      | Asset Manager         | Service Provider      |
| 0-008     | Operating and Maintenance Manuals          | —        | Asset Manager      | Property Manager      | Facility Manager      | Smart Project Manager |
| 0-009     | Building Permit                            | —        | Architect          | City/Inspector        | Asset Manager         | Attorney              |
| 0-010     | Building Insurance                         | 1Y       | Insurance Provider | Asset Manager         | Property Manager      | Owner                 |
| 0-011     | Mortgage Status                            | 1Y       | Notary (FR)        | Asset Manager         | Attorney              | Lender                |
| 0-012     | Property Taxes                             | 1M       | Accountant         | Property Manager      | Asset Manager         | Owner                 |
| 0-013     | Profit and Loss Financial Statements       | 1Y       | Asset Manager      | Accountant            | Owner                 | Lender                |
| 0-014     | Tenancy Schedule                           | —        | Property Manager   | Tenant                | Asset Manager         | Owner                 |
| 0-015     | Appraisal of Building Value                | —        | Asset Manager      | Appraiser             | Attorney              | Attorney              |
| 0-016     | Legal Expertise                            | —        | Consulting Firm    | Asset Manager         | Property Manager      | Owner                 |
| 0-017     | Audit Reports                              | 1M       | Consulting Firm    | Asset Manager         | Accountant            | Financial Institution |
| 0-018     | Zoning / Land Use Certificate              | —        | Architect          | City/Inspector        | Asset Manager         | Attorney              |
| 0-019     | Individual Lease Agreements                | —        | Property Manager   | Tenant                | Asset Manager         | Attorney              |
| 0-020     | Building Images                            | —        | Property Manager   | Owner                 | Broker                | Facility Manager      |
| 0-021     | Asset Manager Employment Contract          | —        | Asset Manager      | Broker                | Property Manager      | Attorney              |
| 0-022     | Brokerage Agreement                        | —        | Broker             | Attorney              | Owner                 | Asset Manager         |
| 0-023     | Purchase Agreement                         | —        | Broker             | Attorney              | Owner                 | Attorney              |
| 0-024     | General Contractor Agreement               | —        | General Contractor | Owner                 | Architect             | Attorney              |
| 0-025     | Overall Inspection Reports                 | —        | Diagnostician      | Property Manager      | Asset Manager         | Attorney              |
| 0-026     | Certificate of Occupancy                   | ONCE     | City/Inspector     | Architect             | Asset Manager         | Attorney              |
| 0-027     | Use Agreement                              | —        | Attorney           | Owner                 | Tenant                | Asset Manager         |
| 0-028     | Budget / Construction Cost Estimate        | ONCE     | General Contractor | Owner                 | Accountant            | Facility Manager      |
| 0-029     | Feasibility Study                          | —        | Consulting Firm    | Financial Institution | Owner                 | Property Manager      |
| 0-030     | Risk Assessment                            | —        | Consulting Firm    | Owner                 | Asset Manager         | Facility Manager      |
| 0-031     | Budget / Operational Cost Estimate         | 1M       | Accountant         | Property Manager      | Asset Manager         | Owner                 |
| 0-032     | Security Services Agreement                | 1Y       | Security Company   | Property Manager      | Owner                 | Attorney              |
| 0-033     | Security Plan                              | 1M       | IT Company         | Security Company      | Property Manager      | City/Inspector        |
| 0-034     | Security Log                               | 1Y       | Security Company   | Facility Manager      | Property Manager      | Owner                 |
| 0-035     | Bank Guarantee                             | —        | Lender             | Financial Institution | Attorney              | Owner                 |
| 0-036     | Loan Document                              | —        | Lender             | Financial Institution | Attorney              | Owner                 |
| 0-037     | Personal Guarantee                         | —        | Lender             | Attorney              | Financial Institution | Owner                 |
| 0-038     | Previous Titles                            | —        | Title Agent US     | Asset Manager         | Attorney              | Owner                 |
| 0-039     | VAT Option                                 | —        | Accountant         | Asset Manager         | Owner                 | Lender                |
| 0-040     | Wrap-up Liabilities Insurance              | —        | Insurance Provider | Asset Manager         | Owner                 | Property Manager      |
| 0-041     | Health Protection                          | —        | City/Inspector     | Facility Manager      | Property Manager      | Asset Manager         |
| 0-042     | Specific Authorizations / Special Leniency | —        | City/Inspector     | Architect             | Attorney              | Property Manager      |
| 0-043     | Brochures / Publications                   | —        | Service Provider   | Owner                 | Property Manager      | Asset Manager         |
| 0-044     | Property Website                           | —        | Service Provider   | Owner                 | Property Manager      | Asset Manager         |
| 0-045     | Asbestos Report                            | —        | Diagnostician      | Property Manager      | Facility Manager      | Asset Manager         |
| 0-046     | Facility Manager Employment Contract       | —        | Facility Manager   | Asset Manager         | Property Manager      | Attorney              |
| 0-047     | Property Manager Employment Contract       | —        | Asset Manager      | Property Manager      | Owner                 | Notary (EN)           |
| 0-048     | Brokerage Sale Agreement                   | —        | Broker             | Asset Manager         | Property Manager      | Attorney              |

***

## Structure Level (1-xxx) — 16 document types

Structural engineering, calculations, drawings, and compliance documentation.

| Code  | Document                              | Validity | Uploader            | Primary Validator   | Secondary Validator | Tertiary Validator |
| ----- | ------------------------------------- | -------- | ------------------- | ------------------- | ------------------- | ------------------ |
| 1-001 | Bill of Quantities                    | —        | General Contractor  | Structural Engineer | Architect           | Property Manager   |
| 1-002 | Progress Reports                      | —        | General Contractor  | Property Manager    | Structural Engineer | Architect          |
| 1-003 | Final Inspection Report               | —        | City/Inspector      | Structural Engineer | General Contractor  | Property Manager   |
| 1-004 | Structural Calculations               | —        | Structural Engineer | Architect           | City/Inspector      | General Contractor |
| 1-005 | Engineering Services Agreement        | —        | Structural Engineer | Attorney            | Owner               | City/Inspector     |
| 1-006 | Structural Drawings                   | —        | Structural Engineer | Architect           | General Contractor  | City/Inspector     |
| 1-007 | Structural Engineer's Report          | —        | Structural Engineer | Architect           | General Contractor  | City/Inspector     |
| 1-008 | Wind Load Analysis                    | —        | Structural Engineer | Architect           | City/Inspector      | General Contractor |
| 1-009 | Earthquake Analysis                   | —        | Structural Engineer | Architect           | City/Inspector      | General Contractor |
| 1-010 | Seismic Retrofit Report               | —        | Structural Engineer | Architect           | City/Inspector      | General Contractor |
| 1-011 | Building Code Compliance Report       | —        | City/Inspector      | Structural Engineer | Architect           | General Contractor |
| 1-012 | Maintenance Plan                      | —        | Facility Manager    | Property Manager    | Structural Engineer | General Contractor |
| 1-013 | Feasibility Study                     | —        | Consulting Firm     | Architect           | Structural Engineer | Owner              |
| 1-014 | Structural Risk Assessment            | —        | Consulting Firm     | Insurance Provider  | Owner               | Attorney           |
| 1-015 | Sustainability Report                 | —        | Architect           | Structural Engineer | City/Inspector      | General Contractor |
| 1-016 | Source BIM Model (IFC/Revit/Archicad) | —        | Architect           | Surveyor            | Facility Manager    | Property Manager   |

***

## Architecture Level (2-xxx) — 16 document types

Architectural drawings, certifications, landscape, and the 3D scan file.

| Code      | Document                              | Validity | Uploader          | Primary Validator  | Secondary Validator | Tertiary Validator |
| --------- | ------------------------------------- | -------- | ----------------- | ------------------ | ------------------- | ------------------ |
| 2-001     | Landscape Plan                        | —        | Architect         | Owner              | City/Inspector      | General Contractor |
| 2-002     | Landscape Maintenance Contract        | —        | Landscape Company | Facility Manager   | Owner               | City/Inspector     |
| 2-003     | Landscape Services Agreement          | —        | Landscape Company | Attorney           | Owner               | City/Inspector     |
| 2-004     | Source BIM Model (Architecture)       | —        | Architect         | Property Manager   | Asset Manager       | Owner              |
| 2-005     | As-Built Drawings (PDF)               | —        | Surveyor          | Architect          | Property Manager    | Asset Manager      |
| **2-006** | **3D Scan File (E57)**                | —        | Surveyor          | Architect          | Property Manager    | Facility Manager   |
| 2-007     | Site Plan                             | —        | Architect         | City/Inspector     | Property Manager    | Surveyor           |
| 2-008     | Construction Works Timeline           | —        | Architect         | General Contractor | Owner               | Property Manager   |
| 2-009     | As-Built Drawings (CAD — DWG/DXF)     | —        | Architect         | Property Manager   | General Contractor  | City/Inspector     |
| 2-010     | Fire Plans                            | —        | Architect         | Security Company   | City/Inspector      | Facility Manager   |
| 2-011     | Demolition Permit                     | —        | City/Inspector    | City/Inspector     | Property Manager    | Owner              |
| 2-012     | LEED Certification                    | —        | Architect         | Asset Manager      | Property Manager    | Owner              |
| 2-013     | ADA / Accessibility Inspection Report | —        | City/Inspector    | City/Inspector     | Property Manager    | Facility Manager   |
| 2-014     | BREEAM Certification                  | —        | Architect         | Asset Manager      | Property Manager    | Owner              |
| 2-015     | WELL Certification                    | —        | Architect         | Asset Manager      | Property Manager    | Owner              |
| 2-016     | HQE Certification                     | —        | Architect         | Asset Manager      | Property Manager    | Owner              |

> **Note sur le 2-006** : Le fichier de scan 3D E57 est stocké ici comme document formel dans le Data Room. Le même fichier est également rendu dans la **visionneuse de scan**. L'importer ici n'ouvre pas automatiquement la visionneuse — ce sont deux actions distinctes.

***

## Wired Level (3-xxx) — 32 document types

All technical systems: HVAC, electrical, plumbing, water, IT, elevators, cleaning, and the MEP BIM model.

| Code  | Document                                     | Validity | Uploader                 | Primary Validator        | Secondary Validator | Tertiary Validator |
| ----- | -------------------------------------------- | -------- | ------------------------ | ------------------------ | ------------------- | ------------------ |
| 3-001 | Air Conditioning & HVAC Inspection Report    | —        | Diagnostician            | Air Conditioning Company | Facility Manager    | Property Manager   |
| 3-002 | Air Conditioning Maintenance Contract        | —        | Air Conditioning Company | Facility Manager         | Property Manager    | Asset Manager      |
| 3-003 | Electrical Assessment Report                 | —        | Electrician              | Facility Manager         | Property Manager    | Diagnostician      |
| 3-004 | Electrical Installation Certificate          | —        | Electrician              | City/Inspector           | Property Manager    | Asset Manager      |
| 3-005 | Electrical Services Agreement                | —        | Electrician              | Attorney                 | Owner               | Asset Manager      |
| 3-006 | Energy Efficiency Report                     | —        | Consulting Firm          | Architect                | Facility Manager    | Asset Manager      |
| 3-007 | Environmental Impact Assessment              | —        | Consulting Firm          | City/Inspector           | Architect           | Owner              |
| 3-008 | HVAC Services Agreement                      | —        | Air Conditioning Company | Attorney                 | Owner               | Asset Manager      |
| 3-009 | Internet Services Agreement                  | —        | Internet Provider        | Attorney                 | Owner               | Asset Manager      |
| 3-010 | Internet Bandwidth Report                    | —        | IT Company               | Internet Provider        | Facility Manager    | Property Manager   |
| 3-011 | Internet Outage Report                       | —        | Internet Provider        | IT Company               | Facility Manager    | Property Manager   |
| 3-012 | Internet Speed Test Report                   | —        | IT Company               | Internet Provider        | Facility Manager    | Property Manager   |
| 3-013 | Maintenance Contract Template                | —        | Facility Manager         | Property Manager         | Service Provider    | Asset Manager      |
| 3-014 | MEP Plans                                    | —        | MEP Engineer             | Architect                | Property Manager    | Asset Manager      |
| 3-015 | MEP Calculations                             | —        | MEP Engineer             | Architect                | Structural Engineer | Asset Manager      |
| 3-016 | MEP Permits                                  | —        | City/Inspector           | MEP Engineer             | Architect           | Owner              |
| 3-017 | Plumbing Services Agreement                  | —        | Plumber                  | Attorney                 | Owner               | Asset Manager      |
| 3-018 | Plumbing System Assessment Report            | —        | Diagnostician            | Plumber                  | Facility Manager    | Property Manager   |
| 3-019 | Plumbing System Layout                       | —        | Plumber                  | MEP Engineer             | Architect           | Asset Manager      |
| 3-020 | Water Bill                                   | —        | Water Provider           | Facility Manager         | Accountant          | Property Manager   |
| 3-021 | Water Meter Reading                          | —        | Water Provider           | Facility Manager         | Property Manager    | Asset Manager      |
| 3-022 | Water Quality Report                         | —        | Water Provider           | Diagnostician            | City/Inspector      | Asset Manager      |
| 3-023 | Water Meter Overview                         | —        | Facility Manager         | Water Provider           | Property Manager    | Asset Manager      |
| 3-024 | Water Supply Contract                        | —        | Water Provider           | Property Manager         | Owner               | Asset Manager      |
| 3-025 | Elevator Installation Contract               | —        | Elevator Company         | Facility Manager         | Architect           | Asset Manager      |
| 3-026 | Elevator Maintenance Report                  | —        | Elevator Company         | Facility Manager         | Property Manager    | Asset Manager      |
| 3-027 | Cleaning Contract                            | —        | Cleaning Company         | Property Manager         | Facility Manager    | Asset Manager      |
| 3-028 | Overall Power Bill                           | —        | Power Company            | Property Manager         | Accountant          | Asset Manager      |
| 3-029 | Source BIM Model (MEP/Wired)                 | —        | MEP Engineer             | Architect                | Facility Manager    | Property Manager   |
| 3-030 | Water Supply and Sewerage System Description | —        | MEP Engineer             | Facility Manager         | Plumber             | City/Inspector     |
| 3-031 | IT Service Agreement                         | —        | IT Company               | IT Company               | Property Manager    | Owner              |
| 3-032 | IT Asset Inventory                           | —        | IT Company               | Facility Manager         | Owner               | Property Manager   |

***

## Filled Level (4-xxx) — 9 document types

Interior design, furnishings, cleaning, and the interior BIM model.

| Code  | Document                           | Validity | Uploader          | Primary Validator | Secondary Validator | Tertiary Validator |
| ----- | ---------------------------------- | -------- | ----------------- | ----------------- | ------------------- | ------------------ |
| 4-001 | Interior Design Contract           | —        | Interior Designer | Owner             | Attorney            | City/Inspector     |
| 4-002 | Interior Design Plans              | —        | Interior Designer | Architect         | General Contractor  | Owner              |
| 4-003 | Interior Design Specifications     | —        | Interior Designer | Architect         | General Contractor  | City/Inspector     |
| 4-004 | Interior Design As-Built Drawings  | —        | Interior Designer | Architect         | General Contractor  | City/Inspector     |
| 4-005 | Interior Designer Certification    | —        | Interior Designer | Owner             | Attorney            | City/Inspector     |
| 4-006 | Cleaning Contract                  | —        | Cleaning Company  | Facility Manager  | Owner               | Property Manager   |
| 4-007 | Cleaning Report                    | —        | Cleaning Company  | Facility Manager  | Property Manager    | Owner              |
| 4-008 | Source BIM Model (Interior/Filled) | —        | Interior Designer | Architect         | Facility Manager    | Property Manager   |
| 4-009 | Interior Design Permits            | —        | Interior Designer | Owner             | City/Inspector      | Property Manager   |

***

## Comprendre les rôles d'importateur et de validateur

Les rôles listés ci-dessus sont les rôles **désignés** pour chaque type de document. Cela signifie :

* Seules les parties prenantes avec le rôle correspondant peuvent importer ce type de document spécifique dans un bâtiment (le bouton d'importation n'apparaît que pour ce rôle)
* Les validateurs sont notifiés et invités à approuver après l'importation
* **Tous les validateurs configurés doivent approuver** avant que le document n'atteigne le statut Validé

Un seul rejet de n'importe quel validateur renvoie le document à l'importateur avec une raison.

Ces attributions reflètent la structure de responsabilité la plus appropriée dans le monde réel (ex. : un ingénieur de structure doit importer les calculs de structure, un asset manager doit les valider). Les attributions de documents ne peuvent pas être modifiées par les propriétaires de bâtiments — elles sont définies par la plateforme.

## Documents avec expiration

Les documents avec des périodes de validité expirent automatiquement après la période définie. Lorsqu'un document expire :

1. Son statut passe à **Expiré**
2. Une tâche **UPDATE\_EXPIRED\_DOCUMENT** est assignée à l'importateur initial
3. Le score du Magma Index pour la catégorie de ce document diminue jusqu'à ce qu'une nouvelle version valide soit importée et validée


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