Document downloads - Document management (ARCHIVED)
Available downloads
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Document management workflow
In the field of electronic document management, 'workflow' refers to a system in which documents are sent automatically from one user of the system to another or, more generally, where the flow of work between users is monitored electronically. This slideshow demonstrates how workflow is used to manage the life-cycle of drawings on a construction project.
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Process for scanning documentation
Potential process for scanning documentation as part of a electronic document management approach.
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Surveyors' construction handbook: electronic document storage - legal admissibility (ARCHIVED)
This document has been archived and is available on isurv for information purposes only.
Any questions relating to its status and application should be addressed to the RICS QS and construction professional group. -
Electronic document management (ARCHIVED)
Published October 2009
Effective from October 2009
Archived 21 November 2017
This document has been archived and is available on isurv for information purposes only.
This guidance note was prepared in response to the growth in electronic document exchange and storage. Without some form of structured methodology, the task of managing information through the traditional document lifecycle is virtually impossible.
There are a number of Electronic Document Management Systems (EDMS) providing the basis of a structured system. The question for practitioners is, what form should a system take, and which system is best for a particular project? While there is no single system, there are some general recommendations on good practice.
This guidance note is part of the RICS QS and construction standards (the 'Black Book').
Please be aware that this guidance note contains some material which is in the process of being updated for revisions to the CDM Regulations, RIBA Plan of Work, and updates to the JCT, NEC and FIDIC suites. Members are made aware of these impending revisions in order that they first check the most up to date position before electing to act in accordance with this guidance document. -
EDMS key questions checklist
The volume and diversity of electronic information within the construction industry is constantly increasing. A well-chosen and configured Electronic document management system can significantly enhance the ability of an organisation to store, find, repurpose, archive and generally manage electronic files.
This checklist is for use in evaluating commercial EDM systems. Basic features have been ignored.