Govern custom document layouts

Outcome

Commission customer-specific PDF or document presentation through versioned reviewed templates.

QuantifyQS keeps the working record understandable to a quantity surveyor and reconstructable by an authorised reviewer. The screen helps organise the work; the accountable professional still owns judgement and approval.

Before you start

• Signed scope and sample output.
• Required fields, branding and accessibility needs.
• Acceptance criteria and named template owner.

Working method

1. Confirm contextOpen the correct organisation and project, confirm your visible role, then check that source information and status are current.
2. Make the controlled changeComplete the govern custom document layouts task in the relevant workspace. Use references, notes and structured fields instead of relying on memory or an offline copy.
3. Review before issueCheck quantities, rates, dates, parties and evidence, then use the named review or approval state appropriate to the workflow.
4. Retain the resultKeep the issued output and its project event together. Where a PDF or spreadsheet is exported, verify the generated file before sending it outside the workspace.

Evidence and checks

• Template version and contract reference are recorded.
• Representative data and edge cases are tested.
• Published and retired layouts remain traceable.

Roles and boundaries

• Workspace role determines what a person may view or change; plan determines what the organisation has contracted to use.
• Customer-specific Firm and Enterprise panels do not widen a user role or cross the active tenant boundary.
• AI suggestions, imported data and generated documents require human review before professional reliance or issue.