Knowledgebase

Managing Document Versions and Control Print

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Knowing which copy is current.

WHY IT MATTERS

People work from old versions and produce wrong results.

WHERE IT CAUSES DAMAGE

Contracts Specifications and drawings Price lists Procedures Reports

WHY DRAWINGS SPECIFICALLY

Building to a superseded drawing is expensive and common.

WHAT TO ESTABLISH

One authoritative location for the current version.

WHY ONE

Copies circulated by message are never updated.

WHAT TO AVOID

Sending documents as attachments where a link would do Multiple people holding their own copies Versions distinguished only by filename conventions

WHAT TO RECORD ON ANY CONTROLLED DOCUMENT

Version Date Who approved it What changed from the previous version

WHY WHAT CHANGED

It lets readers see whether their knowledge is still current.

WHAT TO DO WITH SUPERSEDED VERSIONS

Archive them, marked clearly.

WHY KEEP THEM

They evidence what applied at a past date, which matters in disputes.

WHY MARK THEM

Unmarked old versions are used.

WHAT TO ESTABLISH ABOUT APPROVAL

Who approves changes to controlled documents.

WHY FOR THESE SPECIFICALLY

Errors in contracts and specifications are expensive.

WHAT TO COMMUNICATE

When a controlled document changes, to whoever uses it.

WHY

People continue using what they have unless told.

WHAT TO ESTABLISH

A list of controlled documents.

WHY A LIST

It distinguishes documents requiring control from ordinary material.

WHAT TO REVIEW

Whether people are working from current versions.


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