Fidrel

Linear energy projects

Pipeline construction document control: proving who received which revision

Linear energy projects send revised drawings, procedures and reports to many parties across several sections of work, and someone has to show who received which revision. This page covers the part of document control Fidrel does, issuing documents to many recipients with a log, and the pipeline records it does not touch.

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The transmittal register in Fidrel on a laptop, tablet and phone

What makes distribution hard on a long project

Many parties, one current revision

Crews, inspectors, subcontractors and the owner’s staff are all working from different sections of the same job. A revised procedure goes out on a long distribution list, a few people drop off it, and nobody can say which crew is still on the old one.

Recipients outside your system

The people who need a revision are often at a contractor’s office or in a pickup truck, and nobody can ask them to create an account for one procedure. If they cannot open it in a minute, they ask for a PDF by email and the control is gone.

Evidence that has to outlast the job

A question about which revision a crew held can come long after the section was backfilled. An inbox search is not a record, and the person who sent the email may have left the company.

What a transmittal proves

An issued transmittal is locked. It records the sender, the date, the purpose, the recipients and each document with its number and revision, and a later revision of a document does not change what was sent. It has a number, TR-001 and on, it appears in the project’s history, and it prints from the browser. For a project that will be asked months later which crew had which revision, that is the record you want: not a folder of emails, but one object that cannot be edited afterwards.

Documents, drawings & models
A new transmittal in Fidrel with subject, purpose, recipients, message and the documents with their revisions

Reaching many recipients

Each recipient gets a personal link, valid for 30 days, to a page where they download the documents. The link is the credential, so it should go only to the person it was made for. A transmittal takes only shared or published revisions, so work in progress stays in the project, and an issue for construction takes only approved revisions. The log tells you who has opened the link, and you can chase the ones who have not.

Fidrel’s transmittal register with numbered transmittals, their purposes, recipients and the documents sent

Issuing a revised package to many recipients

  1. Step 1

    Keep one folder structure

    Set up folders by section of work and by document type, so one current revision of each drawing, procedure and report lives in one place and every earlier version is kept with its date.

  2. Step 2

    Start a transmittal

    Choose New transmittal, select the documents and give it a purpose, from For information and For review to Issued for construction (IFC) and As-built record. Each document goes out at the revision that is current.

  3. Step 3

    Add the recipients

    Type one recipient per line as Name, Company, email, or use Add from the contact register and Add from the project. Recipients need no Fidrel account, and each gets a personal link by email.

  4. Step 4

    Issue it and read the log

    Issuing locks the transmittal with the date and the sender. The log then shows Sent, Opened or Not opened for every recipient, and recipients can confirm that they received the documents.

  5. Step 5

    Replace a revision cleanly

    When a newer revision goes out, Who holds which revision shows who still has the old one, and Tell the recipients their revisions were replaced emails them that a newer revision exists.

From the field: daily report to NCR

A daily report has fields for work in progress, people on site, equipment, deliveries, weather and delays, with photos taken from the phone browser. When the report describes a problem, Create NCR fills in the title, text, location and responsible person and links the two in both directions. The non-conformance report then has a category, a priority and a corrective action, and is followed from open to closed.

What Fidrel does not do

Fidrel has no pipe, weld or inspection-point tracking, so those records stay in the system you already use for them. There is no GIS, stationing or right-of-way record in Fidrel, and a document is not placed on a map or along a route. Fidrel makes no claim to meet any pipeline, gas, safety or environmental requirement or standard; it records what you and your team enter and send. A transmittal holds at most 50 emailed recipients and sending is limited per person per hour, so a larger distribution goes out as several transmittals.

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Linear energy projects

Frequently asked questions

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No. Fidrel is a construction platform for documents, schedules, quality records and costs. Welds, pipe and inspection-point records belong in the system you already use for them.