Set up a project register
Agree consistent project names, document folders, issue dates and responsibilities. Keep a record of what was sent, to whom and when.

Illustrative workflow — not a customer testimonial
A suggested workflow for a practice that needs clearer document control.
This is a planning example, not a documented customer case study. It does not report a real client’s experience, measured savings or achieved results. Scope, responsibilities and deliverables must be agreed for each engagement.
Agree consistent project names, document folders, issue dates and responsibilities. Keep a record of what was sent, to whom and when.
Use an RFI register and a separate change register with owners, dates and status. Keep supporting correspondence with each entry.
Collect progress information, instructions and cost records for review by the appropriately appointed project professional. Administration support does not replace professional judgement or contractual authority.
BuildCape can discuss document preparation, registers, workbook design and administration support. We confirm the scope, availability and quotation before work starts.
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