Map document types to projects, stages, owners, and permission scopes.
Project operations / Documents and approvals
Solar project document and approval control
Connect each important file to the project decision it supports, with an owner, version, review state, and approved audience.
Record
01Document request
02File version
03Review comment
04Technical approval
Current reviewRequest or receive a document
Configured during assessment- 01Request or receive a documentCurrent decision
- 02Classify and link the fileNext controlled handoff
- 03Review version and completenessNext controlled handoff
- 04Approve for a defined useNext controlled handoff
Why this workflow breaks
Solar projects generate contracts, bills, surveys, drawings, permits, utility forms, photos, and closeout files. Shared folders alone do not reveal which version supports a decision or which documents are safe for a customer to view.
Solar1 starts by documenting the decisions and failure paths. Configuration follows only after the operating boundary is understood.
Workflow sequence
Keep the handoff visible from first review to accepted outcome.
- 01Request or receive a document
- 02Classify and link the file
- 03Review version and completeness
- 04Approve for a defined use
- 05Publish or route the approved version
What to configure
Specific controls, qualified by implementation.
Configure version, review-comment, approval, and superseded-file states.
Define release checks for permit, field, finance, and customer use.
Record missing-document requests and final resolution beside the project.
Assessment output
A shared definition of the records, owners, and acceptance checks.
Records in scope
- Document request
- File version
- Review comment
- Technical approval
- Release decision
Roles in the decision
- Project coordinator
- Technical reviewer
- Customer support representative
Checks before rollout
- Classify sensitive and customer-visible documents.
- Define the authoritative version for each decision.
- Test direct-access permissions and superseded files.
Questions to settle
Questions to settle before configuring documents and approvals.
Can customers see every project file?+
No. Customer access should be limited to approved document types and versions through a defined permission and release policy.
How are revised plan sets handled?+
Each revision can retain its review comments, approval state, and relationship to the version it supersedes.
Where should field photos be stored?+
They should be linked to the correct site, visit, checklist, issue, or completion decision with an appropriate access scope.
Next step