Suggested private folder structure
Keep your own access and retention arrangements appropriate to the material. Use short references that you can repeat consistently in correspondence.
- 01 — Offer and agreed scope, with versions and dates.
- 02 — Pre-dispatch material and the source register.
- 03 — Arrival notes and original photographs.
- 04 — Discrepancy entries and responses.
- 05 — Unresolved questions and later updates.
Index by reference
Use the same unit and document references across your notes. Record the current version without deleting earlier wording that explains a change. Avoid naming files with unnecessary personal identifiers.
Do not turn an index into a certificate
Give each item a status and leave missing rows open. When a specialist reviews material, record the reviewer, date and exact scope of that review. This makes later follow-up more focused.
Prepare a focused follow-up
Use the open-questions section to ask a concise question with its document reference. Send only the information necessary for the enquiry. This site does not accept document uploads or hold your handover file.
