Document Controls

Introduction

Objective

To establish a basic workflow demonstration of Document Control management, including drawing update, RFIs and Submittals. Document control process a lot of times are over looked at, but mismanagement on this step can make the later part of project very challenging, especially when the project is mid to large size. Sometime the client has special requirements on this topic, please refer to specifications or other contract documents.

Drawings management

The best practice to manage a forever changing drawing set, is to update the drawing right after

• when a change is approved
• when an RFI is responded
• when field instruction is given
• or any other time when the construction deviated from design

As you noticed, the above point stressed largely on "timeliness", information always get lost with time, unless it was documented properly!

In regards to what platform or software to use, this can be assessed from project to project, the same thing can be done using Bluebeam, Fieldwire, Procore, or many other options, but the idea is always to keep the working set of the drawing up to date.

RFI management

Use PM Request for Information Module to generate a RFI. Find the correct project, then fill in the information,

use the envelope button to create RFI document, send it away.