brief guide to document management

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7/29/2019 Brief guide to document management http://slidepdf.com/reader/full/brief-guide-to-document-management 1/2  Better Bidding Worksheet Document and Version Control Introduction We often find that the control of documents becomes more critical as the number of people involved in a bid increases. Where multiple individuals have responsibility for creating and writing documents, a version control process is highly recommended. The below tables are suggested for this. Feel free to adapt them as required and paste them into your own documents. Document Overview Document reference: Section: Specification Reference Requirements Response Checked Document Control Information Author/owner: Status: Final / Issued Version: Approved Approved by: Draft awaiting approval Approved date: Draft Sent to Client: Yes No Working copy Version Amendment By Date

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Page 1: Brief guide to document management

7/29/2019 Brief guide to document management

http://slidepdf.com/reader/full/brief-guide-to-document-management 1/2

 Better Bidding WorksheetDocument and Version Control

Introduction

We often find that the control of documents becomes more critical as the number of people

involved in a bid increases. Where multiple individuals have responsibility for creating and writing

documents, a version control process is highly recommended. The below tables are suggested for

this.

Feel free to adapt them as required and paste them into your own documents.

Document Overview

Document reference: Section:

Specification

Reference

Requirements Response Checked

Document Control Information

Author/owner: Status: Final / Issued

Version: Approved

Approved by: Draft awaiting approval

Approved date: Draft

Sent to Client: Yes No Working copy

Version Amendment By Date

Page 2: Brief guide to document management

7/29/2019 Brief guide to document management

http://slidepdf.com/reader/full/brief-guide-to-document-management 2/2

 Better Bidding WorksheetDocument and Version Control

For access to more useful bidding tips, visit us at www.cssconsultancy.com and signup for our free newsletter.

Document Overview

Document reference:  X1 Section: Delivery of services to process widgets

Specification

Reference

Requirements Response Checked

 X1.A2 To detail escalation in the event of 

non-delivery 

Escalation matrix added CP

 X1.C4 Formal meetings required on weekly 

basis

Scheduled as part of 

communication plan

CP

Document Control Information

Author/owner: Goldilocks Smith Status: Final / Issued

Version: C  Approved

Approved by: Chris Payne Draft awaiting approval

Approved date: 01/07/2011 Draft

Sent to Client: Yes No Working copy

Version Amendment By Date A Escalation matrix added G Smith 12/06/11

B Communication plan added G Smith 18/06/11

C Spelling and grammar checks done C Payne 28/06/11

The document overview

relates to the official tender

documents issued by the

customer. This should

highlight the official title

and reference section of the

RFP document.

Optional section; taken

from the bid strategy

document. The purpose is

to highlight the essential

deliverables as detailedwithin the tender

documents.

Status of the current

document

Responsibility for the

document creation as well

as current version numbers

detailed here.

Version history. What

amendments were carried

out, by whom and when.