Construction & Project Teams · Business situations

Bring clarity to registers, approvals and reporting.

Start with the documents, responsible people and decisions involved in a project workflow.

Possible starting points

Start with the information and workflow.

Current-state process mapping
Register and reporting requirements
Approval responsibilities and exceptions
Acceptance criteria for proposed system changes

These are example use cases. The agreed solution depends on your business requirements.

Workflow journey

Follow the customer or team journey.

Select a stage to see the information, responsibility and boundary involved.

Request

Capture the document, decision and due date.

A complete request identifies the project, work package, responsible role and supporting evidence.

Review

Route the item to the right technical reviewer.

The reviewer checks completeness, requirements and conflicts before recommending an action.

Approve

Keep decision authority separate and visible.

An approval records the authorised person, decision, conditions and date.

Record

Preserve the evidence and latest status.

The register links the decision to its source documents, revisions and any outstanding action.

Report

Show progress, overdue items and exceptions.

Reports support coordination when definitions, owners and update responsibilities are agreed.

Example controlled project register

Illustrative fields: request ID, project, required decision, owner, due date, reviewer, status and approved version. Use anonymised test records when scoping a workflow. Tender and capability documents are writing deliverables; approval software and integrations require discovery and technical validation.