DocBoss_Rules_for_Submitting_Vendor_DocumentsWe hosted a webinar a few weeks ago that looked at 8 simple rules for successfully submitting vendor documents.

This is rule #1.

Only one copy of any document should be submitted (per project).

If you find yourself sending in the same information more than one time, there is a mistake being made. If a document relates to various items, you should be adding/updating metadata to the document, to identify all possible connections. The Customer data system should be designed to cross reference one document to multiple pieces equipment – at least within one project.

Look out for rule #2 later this week!

Image source.

Share This