The Fastest Surveying App

iOS and Android

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Document Management

It's essential to keep a good record of your documents, including risk assessments, method statements, and survey reports. But what's the best way to store and organise records?

  • Manage your documents using a cloud-based service like Google Drive; it will serve as an off-site backup if you ever have an unexpected event like a fire
    It's sensible to maintain copies of any important documents using Google Drive or a similar document management system. Ideally, store documents on a cloud-based service rather than a local server, as this will serve as an off-site backup if you ever have an unexpected event like a fire. You can organise folders by Project, Job Reference, or Client.
  • When you need to find old reports, it's probably easiest to use the search features within your asbestos reporting software
    If you create reports using a reporting software like Flow Mobile Surveying, you can use its built-in search features to find previous jobs and reports. It's generally easier to find reports this way, rather than trawling your own document management system since the search will include data from the job as well (for example, the address and client details).

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