Set the run and stage.
Agree the work item, drawing revision, measurement basis and required records. Name the people who review the work and the checks needed before the next stage.
REVIEWABLE EVIDENCE
Follow the record from workfront to export.
Agree what must be recorded, who reviews it and what allows the next step.
INTERACTIVE WORKED EXAMPLE
One booking. Every review decision.
Follow an illustrative record through a hold, correction and payroll review. These example values demonstrate the record structure; they are not a completed client record or a live SMP connection.
Example reference: WF-001Floor 03 · Plot 301 · Agreed work item10 units × £25.00 = £250.00 booked value
- Booking
- QA submitted
- Review / hold
- Correction
- Accepted
- Authorised
- Export
BOOKED
A booking starts the record.
Ten units are booked against the agreed item, location and rate. No quantity has yet been accepted or authorised for export.
- Accepted
- 0 units
- Held
- 0 units
- Authorised value
- £0.00
Example only. No project data is submitted or changed.
Review decisions and signatures must be made by the appointed people in the agreed project workflow. This example does not certify work or create entitlement to payment.
WORKFLOW / DRAINAGE RUN
A drainage run. One connected record.
For a drainage package, we can structure the work by site area, run and installation stage, using the contractor’s agreed checks and review points.
Workfront: an agreed drainage runLocation: start and end references on the current drawingBooking basis: agreed metres, chambers or recorded hours
Keep the evidence with the run.
Link booked quantities, dates, the installer’s checks and photographs to the correct location. Keep the specified evidence from before covering or backfilling with the same work record.
Resolve holds and reconcile quantities.
The appointed reviewer accepts the work, records a hold or requests reinspection. Corrective evidence stays with the original record. Accepted quantities then follow the agreed authorisation route for commercial review.
CONFIGURED WORKFLOW EXAMPLES
Inspect the priced work and booking screens.
These captures come from the configured SMP walkthrough. They show example configuration and booking screens; they are separate from completed client records and measured project results.
RECORD STRUCTURE
What your team should be able to check.
The layouts below show the fields to agree during setup. They are record structures, not completed client records or project results. Live configuration examples can be reviewed in the walkthrough or a scoped pilot.
| Record | Information to capture | Review decision |
|---|---|---|
| Installer QA | Location and stage; work item; booked quantity; installer; date; required checks; photographs; signature. | Contracts Manager accepts, holds or requests reinspection, with a reason and corrective action where needed. |
| Variation | Instruction reference; description and reason; location; supporting evidence; proposed quantity and value; authorisation. | Authorised changed work is released for installation through the agreed route. |
| Progress review | Workfront; booked and reviewed quantities; accepted and held work; supporting QA and test evidence. | Project and commercial teams reconcile the records against the agreed scope. |
| Payroll export | Worker; work item and location; quantity or recorded hours; agreed rate; approved value; authorisation status. | Supervisor authorisation, Contracts Manager approval, then payroll Pay & Save and export, according to the configured rules. |
Evidence supports decisions.
The contractor agrees the quality requirements, technical acceptance and payment authority. A completed booking or photograph alone is not automatic acceptance, certification or entitlement to payment.
Testing and commissioning stages follow the agreed prerequisites. Optional software modules and export formats are confirmed before implementation.
Inspect it before rollout
Use the pilot to follow one booking through installer QA, a hold and correction, review, authorisation and a sample export where included.
Review Pilot Checks →Agree your project scope.
Discuss the workfront, people and records your project needs.