DOCUMENT CONTROL & QHSE
Make controlled records part of the workflow
Documents should be connected to the project, asset, supplier or activity they support rather than stored as isolated files.
Typical controlled records
Technical
Drawings, submittals, RFI, MIR, method statements and inspection records.
QHSE
Risk assessments, inductions, permits, inspections and corrective actions.
Commercial
Quotations, purchase orders, variations and correspondence.
Closeout
Test packs, as-builts, warranties, certificates and handover records.
Document-control principles
- Revision and status must be visible.
- Approval history should be retained.
- Superseded documents should not be mistaken for current versions.
- Access should reflect role and confidentiality.
- Project closeout should have a defined dossier structure.
Explore a working ERP platform
See these workflows applied in a project-focused business system.
