Delivery Document Process

Purpose

Track a required document (such as a warranty or certificate) from required through to approved.

Role required

Super Admin or Admin.

Steps

1. Add the delivery document entry — title, category, revision, due date, expiry date.
2. Upload the actual file via Documents when it is ready, and reference it against this entry.
3. Update its status as it progresses (Required → Pending → Submitted → Under Review → Approved/Rejected → Expired/Superseded).

Expected result

A tracked register entry showing whether each required document has actually been received and approved, with due/expiry dates visible on the project Calendar.

Linked modules

• Delivery Documents
• Documents
• Calendar

Common mistakes

• Assuming the delivery document entry itself stores the file — it does not; the file must be uploaded separately via Documents.

What to do next

Watch expiry dates on the Calendar and renew documents (such as insurance certificates) before they lapse.