Insurance Certificates - Legally required proof of Employer's Liability and Public Liability insurance. Must be displayed where employees can see it., Bill of Quantities (BoQ) - A detailed, itemised list of all materials, parts, and labour required for a project, used for accurate pricing, ordering, and cost control., Purchase Orders & Delivery Notes - Formal documents for ordering materials from suppliers (Purchase Orders) and records confirming receipt of those goods (Delivery Notes)., Invoices & Payment Applications - Documents used for billing clients for completed work (Invoices) or requesting interim payments as the project progresses (Applications)., Supplier/Sub-contractor Approvals - Internal records (often a questionnaire) confirming that a chosen supplier or sub-contractor is competent, insured, and safe to use., Training Matrix / Records - A central register of all employee qualifications and training, used to ensure everyone is competent and to track when refresher courses are needed., Equipment Inspection Records - Logs of statutory inspections (e.g., for lifting equipment under LOLER) and regular maintenance checks (under PUWER) for all work equipment.,

3 Operational, Financial, Employee & Competence Management

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