Using the Project Setup page (Notes and Document Control Record)

The Project Setup page collects basic information at the start of Rico’s workflow.

Simply complete the fields as defined below:

Brief Description - provides a brief description of the proposal.
Job Number - gives the option to include a Job Number where applicable.
Client Name - person/entity whose proposal is being assessed.
Address for Service - provides contact details for follow-up correspondence on the report/application (e.g. RFIs during processing).

The notes section is for taking any notes related to the project. These do not appear in a report and are for reference only.

Tracks the status of a report and any revisions made.

To make an entry in the document control record:

Click ‘Add Record’.
Populate the fields displayed. If you do not usually have a document control record or review process, a suggested way to fill this out is: Version (1), Date (Date you downloaded the report), Status (Complete), Author (Your name), Reviewer (N/A), Approver (N/A).
To add any additional entries, such as a revision, just click ‘Add Record’ and an additional row to enter information will appear.

Notes:

Date appearing in report downloads - The date in the document control record is the date that appears on report downloads. Please ensure the document control record is filled out to display a date in reports.
Creating a new version of a report - When creating a new version of a report, we generally suggest editing the original project and using downloaded reports as a record of existing versions of a report for reference. Alternatively, you can store multiple versions of a project on Rico by creating a duplicate project. Do this by going to the ‘Rico Projects’ page and under ‘Actions’, clicking ‘Duplicate Project’. Creating multiple copies of a project can get messy, so be conscious of this and ensure you’ve clearly identified different report versions in the document control record.