Document management is used to prepare and present common documents required in various stages of the work flow. These include tenders, contracts, variation orders, final variation lists, and colour selection documents.
Each document screen is used to manage specific document information, with the ability to use predetermined templates to quickly and consistently populate the documents.
The Final Variation List (FVL) screens are used to create the Administration FVL and Construction FVL based on final and signed documents already entered into the system.
Document Status
When a new document is created from a template, the status is automatically set to Draft.
For colour selection documents, the status of an existing document will be automatically changed to Superseded when a new document is created.
Document Management is integrated with the work flow, prompting users to change the status of a tender or colour document to Final when a completion date has been entered via the Administration screens.
As variation documents work in a different manner to the tender and colour documents, the status field must be manually modified when the status of that document changes.
Document Lists
A new Framework ECM document is created through the related screen. When there is an existing document in the list, the new document can either be copied from a selected one or created from scratch.