Compatibility · Construction
Project Management
12 document types. Every file you add to this department is filed against one of them — that filing is what routes a question to the right document instead of searching a pile.
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Change orders & change request forms
Written forms that document and price work added to, removed from, or altered in a construction contract after signing.
What it’s used for
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Daily logs templates
A standard form site staff fill in each workday to record what happened on a construction project.
What it’s used for
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Equipment logs
A running record of what equipment was on a construction site, when it ran, and who used it.
What it’s used for
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Jobsite SOPs
A written set of standard procedures governing how work is run day to day on a construction jobsite.
What it’s used for
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Jobsite checklists
A set of standard checklists used on a construction site to verify that daily tasks, safety steps, and work quality are done and recorded.
What it’s used for
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Project timelines & schedules
A dated plan showing the order and duration of construction tasks from mobilization through closeout, and who is responsible for each.
What it’s used for
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RFI (Request for Information) logs
A running list of all formal questions sent to the design team on a construction project, with dates and answers received.
What it’s used for
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RFI templates & standard questions
Pre-written Requests for Information covering the questions a contractor asks on almost every project, kept blank and reused so the same issue is raised the same way each time.
What it’s used for
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RFIs (issued)
The individual Request for Information documents a contractor sends to the design team, one document per request, each with its own number, question, and space for the official response.
What it’s used for
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RFIs (received from other trades)
Requests for Information raised by another trade, the general contractor, or the design team, on which this company is a watcher, reviewer, or respondent rather than the author.
What it’s used for
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Safety meetings minutes
A written record of a jobsite safety meeting, noting who attended, what hazards were discussed, and what actions were agreed.
What it’s used for
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Submittal logs
A running list tracking every product, material, and shop drawing submission sent to the design team for approval on a construction project.
What it’s used for
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