Prepare the controlled draft
Create the record against the correct project, author and revision.
Built for Australian geotechnical teams
Control geotechnical report review, approval and final issue.
Keep reviewer comments, document changes, revision history, approval responsibility and issued deliverables together instead of across email threads.
Structured review
Revision history
Controlled issue
Australian geotechnical workflow
Make document status and technical responsibility visible.
Technical review is a controlled decision, not a status label. The reviewer needs the correct revision, its supporting records, a clear response to comments and authority appropriate to the deliverable. Email chains and filenames such as final-v2 make it difficult to establish what was actually approved and issued. GeoCRM can route logs, calculations, worksheets and reports through defined preparation, checking, approval and issue states. The workflow supports evidence and visibility; each organisation must define competency, delegation and review requirements.
[01] Document control
/ Connected GeoCRM workflow
Make document readiness and responsibility visible. Keep review comments, changes, approval status and issued outputs with the document and project record.
Review workflow
Move documents through draft, review and final states with clear responsibility.
Annotations
Record comments and mark-up against the document under review.
Revision control
Retain versions and the history of changes rather than overwriting the trail.
Final issue
Produce and retain the approved deliverable with its project context.
Available capability A practical capability set for Australian geotechnical operations. Configure terminology, permissions and workflow to suit your business and technical procedures.
- Draft and review status
- Document annotations
- Reviewer responsibility
- Revision history
- Approval controls
- Issued PDF and DOCX outputs
How it works in GeoCRM A practical workflow from setup and capture through review, delivery and retained project evidence.
Assign the appropriate reviewer
Route the work based on discipline, risk, competence and internal delegation.
Resolve comments and approve
Record review findings, responses, changes and the approval decision.
Issue the approved revision
Capture recipient, date and issue status while preventing draft ambiguity.
Operational detail for geotechnical teams Concrete capabilities for Australian consultancy, field and laboratory workflows.
Clear lifecycle states
Distinguish in progress, ready for review, changes required, approved and issued.
Revision identity
Keep the reviewed content and its revision unambiguous.
Reviewer accountability
Record who checked or approved the work and when.
Comment resolution
Keep findings and responses with the technical record.
Issue evidence
Retain the approved revision, issue date and relevant delivery details.
Project traceability
Connect the final output to its calculations, logs, results and source project.
Review, Approval & Issue FAQs
Can the same person prepare and approve a record?
That depends on your risk, competency and delegation procedures. The workflow should reflect the independence your quality system requires.
Can approval happen by email?
Email may form part of a procedure, but structured approval in the record usually provides clearer revision and status evidence.
What happens after an issued report changes?
The change should create a controlled new revision with appropriate review, approval and reissue evidence.
Does GeoCRM define technical authority?
No. The organisation defines competency and delegation; GeoCRM can apply the configured responsibilities.
See it with your own workflow
Map your report review and issue workflow in the demo.
Bring a real project, schedule, field record, laboratory request or report. We will show how the workflow can be configured without asking you to share confidential client data.