Document Changes in Scope

If, during a project, the client realises a mistake in the scope or specs or one is pointed out to the client and the client authorizes or instructs a change …

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Isolation and Lockout Procedures

Always make sure that isolation or lock-out procedures are followed. If an electrical contractor needs to access some wiring, they should follow a procedure of isolating or de-energizing the circuit. …

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Review Before Sending

Review all documents before they are released to the client, contractor, bid, etc. It is important that the documents are checked that they are the most up to date version, …

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Keep Documentation Professional

Work on the assumption that anything you put in the project file may some day be looked at in a court of law. Be careful with every document, photo, memo, …

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Confirmation of Transmittals

Get confirmation from the client or contractors that they received transmittals. Make sure this is in writing (preferably a signed transmittal form).

Don’t Do Blanket Approvals

Don’t get blanket approvals on drawings or designs without each one being marked as approved by the client. A client may send documentation stating that the designs or drawings are …

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Approval Time Limit

Make sure that the contract specifies the length of time allowed for approvals or decisions. When drawings or documents are sent to the client for approval, you need to know …

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