Document and information control

One controlled record for everything the project has to prove.

Not just drawings. Every register a project runs on, with the contractor, subcontractors and client working from the same current revision.

Documents Transmittals RFIs Revision history ITPs AMAs MRIRs SORs NCRs
LIVE IN DEVELOPMENT
Every issue, response and revision recorded — including who approved it and when.
PROJECT REGISTER EXAMPLE
TypeDocumentRevStatus
DOC
Pump house, general arrangement
ABC-CIV-DWG-000021
0 AFC
RFI
Ring beam reinforcement
ABC-RFI-CIV-000104
A Client
DOC
Tank farm, piping layout
ABC-MEC-DWG-000318
B Code B
RFI
Shell plate joint, weld test
ABC-RFI-MEC-000057
0 Code A
NCR
In development
Working from it Contractor Subcontractor Client
What it takes care of

Numbers that hold

Transmittals run in sequence against the project's own prefix, and a number is never reused.

Revisions that follow

The next revision is worked out from the code the client gave, under the scheme the project set.

Nothing untracked

Who approved what, and when, kept after the fact — including the submissions that were sent back.

Files where they should be

Filed against the register under their own revision, not on a shared drive in a folder named final.

Inspections

On the client's own form, not ours.

Raise a request against an ITP, route it for internal approval, and send the client the form they already use — with the drawings, test reports and the ITP itself attached to it as one PDF.

REQUEST FOR INSPECTION ABC-RFI-CIV-000104
Item Ring beam reinforcement, segment 4
ITP reference ABC-GEN-ITP-0001 (6, 6.3)
Inspection 09:00, on site
Result
A B C
Revision codes

The walk from A to AFC, kept honest.

A document runs through letters while it is being agreed, then numbers once it has been. The code the client returns decides which. CMXDocs works out the next revision so nobody has to remember the rule.

Code Means Next revision
A Approved A → 0
B Approved with comments A → 0
C Rejected, resubmit A → B
D For information 0 → 1
AFC Approved for construction 0 → 1

One scheme, shown. A project sets its own, and the register follows it.

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