How to Scope a Document

In order to make changes to a document, we require a clear and consise explanation of your company need. Once the instructions have been received, we will evaluate the changes require and provide feedback.

In order to do this, we will typically require some screenshots with clear instructions about what you need us to change, amend, add, or eliminate. We recommend downloading and using Greenshot, a free and easy to use software for taking screenshots. It also allows you to edit the image, add shapes, umbers, letters, text, and so on. You can download this software here: https://getgreenshot.org.

It is essential that you specify if all changes on the documents apply to all types of jobs or specific job types. Keep in mind that other users and/or departments might be affected by these changes so please ensure everyone is aware and in agreement before proceeding with your request.

Please see below a simple example of a document scope, by adding the sections and numbers in red we make it very easy to explain what changes are needed.


Example

Amendments and Changes

For all job types:

  1. Company Branch Header always the same on all branches (See attached Picture 1)
  2. Date of the job ONLY
  3. Not required, leave blank.
  4. Not required, leave blank.
  5. Add “Internal notes” below Vehicles’ section (see image below).
  6. Add “Total Estimated Hours”
  7. Needs “Crew instructions”
  8. We need it to show “Previous Damage Report” where the crew will be able to write any damage detected prior to start the job.
  9. Needs to show acceptance of the job performed from Client (see number 2 in image above).
  10. Add company footer (see number 3 in image above).

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