Project Documentation Forms & Work Order Tutorial

By: Brian Rhodes, Published on Jan 07, 2019

This form may be one of the most important tools integrators ever have doing install and service work.

****** ** ******* * sample ******** ****, *** an *********** ** ***** key ******* ********** ****** include. ** ******* ***** crucial ******:

  • *** ******* ************* ** Needed *** ********
  • ***** *********** ** ******* In ************* *****
  • ******** ** **** ***********
  • *** ******** *** ******** Are ** ******
  • *** **-***** ******** *** Still ******, *** **** Powerful **** ** ******* Documentation

Download *** *** ***** ********

********:

*********: ** ********* **** person ***** **** ********* the ************* **** *** their *** ***** / situations. ***** ** ** 'one **** **** ***' form, *** **** ******* is ***** ** ***** as * ******** ***** to **** ** ****** and ******* ** ***** your ***.

Project ************* *******

** *******, *** ***** of ***** ********* *** so *** ********** ** service ****** ** **** to ******* *** **** done ** ******* *********, fix ********, ** ********* repair ******** ******* ** working *****.

*** ******* ************* ***** allows *** ****** ********** of *********, *********, *** any ******* ********** *********** while ********** *** ****.

*** ******* ** *** document ****** *** ***** invoicing ** *** ******** for **** *********, *** also ******** ********* ***** for *** ****** **** done *** *** ******** or ** *** ******, especially ** ***** ** different ***********.

The ******** ***** ** **** *************

*** **** ***********, ************* forms *** ***** ** communication ***** ******** *********** and ***********. *** ****** adequate ************* *** **** previous ********* ***** ******* in ********* ** *********** in ********* ****** ***************. Asking ***** ******** ********** the **** ** *** down ***** ** **** complete **** *** ***** be **** ** * fraction ** **** ** takes ** ** **** later *** '******* ********' work ********* ** ******* made.

*** ******* ************* / Work ***** **** ********* includes **** ******* **** a ***** ******** *****, even ** *** ***** of ********* ***** **** as ** ******* ** customers.

Information ** *******

** ***** ** **** details ** ******* ** security ******* *************, ****** mandatory *********** ********:

  • ******** ******* ****** *** Date **** *******
  • *****/******* ** ******** ***********/********** Performing *** ***
  • *** ***** ** ****/******** The *** ** *********
  • *** ********* ***** **** Was *********
  • ***** ****** ** ********* & *** **** **** Used, ********* *****, *******, MAC *** ** *********
  • ******* ***** ********** *** Job *** *********
  • ***** ** *******/ ********** Terms ** *** ********
  • *** ********* **** ** System / ********* ********, If **********
  • ******** ********* *********/********* **** Performed

********, *** ****** ********* to ***** ********* ******* Customer ******* *** *** job, ********** ** *** project ************* **** ** used ** * ****** 'Sales *****', '**** *****', or '*******' *** ******** pays ** *** ******** company.

Typical ******** ************ ***********

******** ** ******* *** security ************ ** *********** projects:

  • ************ *** ************* ******* on ************** ****** *****
  • ****** ********* *** ********* to **** ***** ******** of *********** ******-****
  • *** ********** ****** ** server/rack **** ******** ********* is *********
  • ***** ********** ********* *** located ** ******* ** the ******** *******
  • *** *** ******* *****-**-******* or***** *** * ********** location.
  • ********* ******* **** **** format *****, ** ******* schemes, *** ***** **** locations
  • **** ********** **** ******* work *****, ********** ********** equipment *****, ** ******* cabinet *********
  • ******** *********** ** *********** of *********** ***** **** on-site ** ** ******* drawings

*** ****** *** ** information ******** ********* ******* on *** **** ** security ********* ********* *** how ******** *** ****** may ** ******** ** operational ******** ** '******' systems.

Include ******** & ********

*** **** *******, ****** sketched ******* ***-*** ********, atypical ******, *** **** pictures ***** ** *** field *** ****** **** possible ** *** ** project *****.

**** * ****** **** drawing *** ** * much ******* *** ** explaining *** ******** ********* was ********* ** ********, e.g.:

*****, **** ******** ****** valuable *** ********* '******* configuration' ******* ** **** future ******** **** ************ how *** **** ******* system ******** **** *********.

'As-Built' ******** ***** ******

*** ********* ****** ** consider ** **** ****** Project ************* ***** ** not ******* *** ********** and ******* **'**-*****' ********.

********* ** *********** ********* ** ********** (AIA), ******* ******** ****** include ** ***** *** set ** ******** ****** off ** *** ***** that **** "** *** ink, **-**** ******* ** the ******** ************ *********." In **** *****, ***** markups *** **** ** hand, *** *** ** done ** *** ******* or ********. ***** ******** convey ********* *** ********* from ******* ********* **** would **** **** ***** to ****** *** ***** be ********* ** *********.

** ****, **-***** ******** often *** ****** ********* documents ** ******* ******** forms *** ** **** articles *** ***** *** future *********, **** ***** form * '**** ****' scenario *** ****** ******* work.

*** **** ** *** subject, *** ***:'**-*****' ******** ********.

Comments (4)

*** ** *** * ******** ** ********* *** ******* ********? Along **** * *********** ** *** ****** *****, ** *********, ports, ***. **** *** ** **** *** *** ****-***** *******

* ** **** **** ******* ** ******!

** ******** *********** ******** and ****** ** ******* is * **** *****.

****** ** ******* ***** are ****** ** ******** because ***** ***'* ** many *******, *** ***** have ** ** ****. Conversely ******** *** ** very ******* **********. * have ***** **** ********* projects ******* ********* *************.

******** **** **** *********, general ***********, *** *** contractors **** **** * minimal ****** ** ************* listed ** *** ************** of *** ******* **** have ** ** *********. And ** *****'* ****** how ****** ** ***** your ***** ** *** project ** *** **** have ** ******** **** list ** ************. ** make **** **** *** account *** **** **** when **** ******* *** job. * **** *** projects ***** *** ************* was ** **** ** longer ** ******** **** the **** ***** *********. It **** **** *** time ** *** ****** templates *** ***** ***** as ****.

******* ********* ***** ** how *** *********** ** to ** ****** *** accessed. **'* ** **** if *** ** *** information *** ** ****** in * ****** ********/***********. And **** *** ** much **** *** ******** if **** ******** *** be ******** ***** ****** with ***** ****.

*** ******* ************* *** cardinal ******* ** ********* communication ******* *** ****** and *** ******* *******. The **** *********** *** whole ******* ******* *** lives **** ** *** clients *********.

******* *** **** ****** tend ** ** *********** and ********* **** ****** difficult ** *** *** the *******.

*********, **** **** **** the ***** ******** *** very ********* ** ***** disputes **** *******.

* ***** **** *** premise ** **** *************. The ******** ***** ******** the ******* **** **** order ************ ***** ***** work *** **** **********. In ** ********** ****** the ********** ** **** the *** **** *** sell ****** ** *** efficient *** ** ***** time. * ********* ******* a ********* *** *** scope ** **** *********, list *****/********* **** *** time ****** **** **** the ****** ***** ******** an ******* ****** ** hours. ** *** ****** get * ********* **** a ***** ***** ****** up **** **** *********** works ** ****. ********* tacking **** *** *** onsite ** *** *** of *** **** *** be * ***** ** time.

**** *** **** ** the ****** ** ***** on *** **** *****:

** ***** ****** *** authorized *** **** ** be ********* ** **** as ***** ** ******* onsite. ***** *** ** different *** *** ***** confusion *** *** ***** tech *** ***** *****.

** ***** * ***** for ****** ** ******/***** on *****/**** ********. **** let *** *** **** know *** ****** ** well ** **** ** needed ** ** ****** the ****** ** ******** the ****.

*** **** ***** **** to ***** **** **** local ********* ************ ******* we **** ****** ****/******* time ** ** **** when *** ***** ********** was ********** ** * client's ****. **** *** recommended ** *** ********* agent.

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