Most delays are caused not by the lack of a form, but by uncertainty over who prepares the document, who reviews it, who approves it and who retains the final record.
Four essential roles
- Originator — prepares the document and is accountable for the source information.
- Reviewer — confirms technical accuracy and completeness.
- Approver — makes the decision within the authority granted by the contract.
- Record custodian — registers the version and preserves an accessible audit trail.
What to define
- The process name and expected output.
- The preparation deadline and review period.
- The status required before work may proceed.
- The transmission channel and final-record location.
A practical rule
Every document must have one owner accountable for the result. Several parties may review or approve it, but shared accountability without a named owner almost always becomes no accountability at all.
Ready-to-use packages for this task
R01-CON — Contractor document systemEditable materials for establishing this process on a project→R01-CUS — Client and Technical Client document systemEditable materials for establishing this process on a project→R01-PMC — Project management, project controls and coordinationEditable materials for establishing this process on a project→
Ready to implement the process?R01-CON — Contractor document system
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