Build your renewable installation document pack.

How to build your renewable installation document pack

1. 1

   Describe the job

   Keep installation documents, design revisions and missing items ready for project review.

2. 2

   Review the first version

   Choose how the project coordinator records the project and how the site document reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your renewable installation document pack

• Keep the project in context

  Keep project, design reference, required document, version, review owner and missing item together so the next person can understand the request or record.

• When the next step needs a decision

  An installation pack includes a drawing revision that differs from the reviewed design. Hold administrative readiness while the responsible specialist resolves the mismatch.

• Keep missing item visible

  Leave the missing document assigned before confirming the pack is ready.

• Choose what each person needs

  Give the project coordinator a working view and the site document reviewer a review view. Keep project and design reference attached to the decision as the work moves between them.