Documenti di Didattica
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Topic 3 MATERIALS
Ordering procedures:
Documents should be in triplicate or more depending on the system adopted by the firm. A common
note of documentation is:
Actual buying:
Before deciding to buy, quotations are compared using factors as a basis to deciding which to accept;
Having decided on a suitable supplier, a definite order is placed using an order form.
Advice note-advises the site personnel of goods dispatch so as to prepare for unloading and
storage, it is written by supplier.
Delivery note-records goods delivered in both quality and quantity, it accompanies the goods
from supplier to site personnel. It is checked before signing.
Invoice- states some notes as delivery note but contain prices of goods. It is a request for payment
compared with delivery note before payment.
Requisition-used to obtain items from (site) stores on a day to day basis. (enables a check to be
made on what is used by who?)
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Material check book (store ledger)-this is a complete record of material received on site. Entries
are on the day of delivery.
Material transfer-shows when materials are moved from one site to another (varies with different
firms)
Material delivery board-not a document but an aid to show when deliveries are done. Generally
for bulk materials e.g stones, bricks, blocks etc. it shows materials and date expected.
MATERIAL SCHEDULE
This is prepared by the quantity surveyor for materials scheduler or foreman by systematic
analysis of the bill of quantities and contract drawings.
Doors schedule
Site………………………………………………………………………………………………………………..
Planned delivery
Schedule are required so that quick reference can be made as to when and from whom
deliveries are made/required
Materials in short supply or late delivery should be chased up immediately.
Waste
Deterioration
Pilfering (theft)
Misuse
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Security of materials (in site)
Adopt the following procedures:
Small items ie (doors and furniture’s) should be issued by store man or foreman
Accurate store control must be maintained with regular checks.
All stores and storage shades should be lockable (lock after materials are issued)
Car-park should be away from construction (tools can be easily/quickly hidden
in the car boot )
Site security
This should guard against two separate problems:
DEFFENCE
hoardings-stops the curious ”sight sees” but is little deterrent to a criminal.
Telephone;
i. For oral communication, where oral massages or instructions are often given and
received over the telephone.
ii. The correct use of this instrument is important as it often reflects an image of the
person receiving the call, who may never have met the caller.
iii. Telephone offers a means of quick communication among the parties involved in a
construction project.
Access roads and parking area
i. Road should be provided to facilitate transportation and delivery of materials on site.
ii. For removal of spoil or rubbish from site.
iii. Transfer of plant to the site
iv. Parking areas are also required for visitor’s cars.
Hoarding and fencing
If required by the local authority, a person who erects, alters or demolishes a building shall
erect and properly maintain throughout the period of work an approved hoarding. If the
hoarding encroaches into the street, a license has to be obtain from the local authority before
erection. Hoarding shall be erected;
a. To enclose the site and protects the public
b. To ensure that there is minimum obstruction to the use of any street during unloading
and loading.
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c. To contain all materials, debris and builders plant inside.
They should be kept properly lighted throughout the period of darkness and
paint white any projections and corners.
Maintain it at all times to be in good order and condition
Should not be used for advertisement purposes
STORE KEEPING
o Direct materials
o Indirect materials
DIRECT STORES
Component stores
Warehouse
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Maintenance store
Issue of materials
Materials requisition-
-it acts as a cheque with which to pay the goods .usually two copies of the requisition are
presented to the store and one copy remains in the book.
-Often the storekeeper cannot supply the exact amount demanded.it may be in short supply or
the material may be made up in fixed quantities e.g. reels of wire from which lesser quantities
cannot be supplied. Provision must therefore be made on the requisition for the actual
amount supplied as well as the quantity demanded/requested.
-the storekeeper enters the actual amount issued in the appropriate column and returns the
copy to the person requisitioning the goods.
-the goods requisition is passed from the stores to production planning and control to inform
this department of a withdrawal and to enable the stock record to be adjusted accordingly.
Materials requisition
Quantity required/quantity issued/sign of storekeeper
Description/code no
Required by/job no/date/sig of foreman.
Purchasing
-done by the purchasing department headed by the purchasing officer/buyer.
Functions
Identify sources of materials or suppliers
Obtain full details of materials and their prices
Select the supplier offering the best terms and conditions.
Place a purchase order with the supplier selected.
Obtain acknowledgement of the purchase order from the supplier.
Ensure that the delivery promise is kept.
Receive the ordered goods.
Return goods which are not according to specification.
Authorize for payment of the invoice.
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WORKSHOP/SITE LAYOUT
Site layout- refers to the physical organization of a production area.
-it is designed by an experienced person and aims to achieve an effective and efficient network
as relates to the intents and purposes of the site /workshop.
-it therefore follows that particular activities to be carried out have to be analyzed after the
decision to undertake the project has been made.
-in a construction project site layout and organization procedure commences after the tender
has been accepted and site officially handed over to the contractor.
-a good layout facilitates effective side management in terms of control co-ordination and
supervision and as consequence increase productivity.
-layout depends on particular site, location, size of project , local authorities ,requirements and
contract conditions.
2. Equipment
Minimum equipment should be set on site
Their position should relate to their work points
Auxiliary equipment should match with the output of the main machine
3. Materials
Their discharge point should be as near as possible to the production place
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Storage sites should be as near as possible to production areas to avoid double handling and should be
within reach of hoisting equipment as well as fabrication workshops
Heavy materials should be stored at shorter distances from production areas than lighter materials to
avoid high transportation costs
4. Accommodation
Administrative hutments or offices should be sited near the entrance and oriented to have a
good view of the works
Welfare facilities and labor camps should be situated at points where activities are minimal.
Stores for small tools and equipment’s should be of adequate size and sited where they can
be easily monitored
5. Services
Water, telephone, electricity, gas etc.
-these should be well incorporated and designed to avoid damage and wastage.
6. Security
A well designed security system is necessary to avoid pilferage and local vandalism. This can be achieved by
hoardings, fences, night security patrols, well-kept tools inventories etc.
Hoardings this are close boarded temporary barriers erected adjacent to foot paths or streets which
are next to construction sites.
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HOARDINGS
These are close boarded temporary barriers erected adjacent to the footpaths or street
which are next to a construction site.
-Fan hoarding
WORKSHOP LAYOUT
Working area-the working area in the workshop should be specious enough to accommodate the
right number of work that the workshop is designed to hold. Work benches should be placed as per
the requirements stated in the Kenya building code of regulations to minimize chances of accidents.
Storage area-storage area should be at the at the most convenient points to minimize any time
wastage that may occur.
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CONTRACTS
CLIENT
COSTING
FORE MAN
ACCOUNTS
WORK FORCE
OFFICE
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MEDIUM SIZE FIRM
In a medium size firm several jobs can be done by one person.
The architect may also do the job of quantity surveyor and structural engineer.
Clerk of work may not be necessary.
The builder may be able to do all the work without sub-contractors.
Within the contractors organization he may merge the jobs of estimator, buyer and costing.(all
under costing)
The medium size contractor will only carry out one contract at a time so he will be his own
contract manager. Administration could also cover accounts. He may do his own surveying on
small jobs and hire a surveyor for large ones.
CLIENT
LOCAL AUTHORITY
LOCAL AUTHORITHY ARCHITECT
(PLANNING DEPATMENT) (INSPECTORS DEPT)
ROREMAN SUPPLIERS
CONTRACTOR
WORKFORCE SURVEYOR
COSTING ADMINISTRATION
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SMALL FIRM SIZE
-In a small size firm the manager (builder) may do all the administration and also design small buildings.
CLIENT
LOCAL AUTHORITHY
LOCAL AUTHORITHY (INSPECTOR)
(PLANNING DEP)
BUILDERS
SUPPLIERS
WORK FORCE
A. CLIENT-
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C. QUANTITY SURVEYOR
A general foreman who takes full charge of the site and several trade foremen to be incharge of
workers in particular trade
H. SUB-CONTRACTOR
on all except smallest projects the main contractor is unable to do all the work
He brings in the sub-contractors
Sub-contractors, carry out specialized jobs e.g. electrical work, plumbing works etc.
I. SUPPLIERS
They supply the contractor all his raw materials at the proper time to ensure delivery on time
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It is the responsibility of the suppliers to ensure that delivery is on time and that the materials are of
the required standard.
J. LOCAL AUTHORITY
I. PLANNING DEPARTMENT
The architect submits all his plans to the local planning department
They are then responsible for checking that the plans are acceptable and do not go against any
of the development plans for the area
Also they are responsible for ensuring that the plans comply with Kenya building code and
local authority regulations
Planning permission must be given before work on the site can begin
II. INSPECTOR
The local authority will employ inspectors to ensure that all work is carried out in accordance
with the law on such matters as
1. HEALTH
2. FAIR WAGES
3. SAFETY-to work force
-to the public
-to the users of the finished building
THE MANAGER
QUALITIES
Good communicator
Able to follow up decision with clear instructions
Able to set example and inspire others.
Initiative, self-confidence.
Self-control-not afraid of comment or criticism.
Just and impartial.
Foster good relations with management and men.
Foresight, patience, persistence and tact.
To criticize intelligently.
Reliable, sincere, dependable.
Calm and courageous in an emergency.
Energetic and industrious.
Good personality.
Refrain from criticizing his superiors in presence of others.
Plenty of good sound common sense.
Ability and desire to delicate.
Good work experience.
Fully acquainted with coy policy.
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Aware of appropriate legislation.
RESPOSIBILITIES OF A CONTRACTOR
The contractor has responsibilities and duties toward many people. E.g. Client, Architect, sub-
contractors, suppliers and society.
Sub-contractors
The contractor has the responsibility to ensure that sub-contractors meet, well in
advance the delivery dates of materials.
The contractor should also ensure that the sub-contractor has proper facilities on site
e.g. facilities for storage, office etc.
The contractor should ensure that the site is properly prepared to enable sub-
contractors to start work on time.
He should also ensure that the sub-contractors are paid promptly
By alternating to all these things the contractor will enable the sub-contractor to do his
job promptly thus improving the overall job. Also sub-contractor will be more willing to
work for the contractor in the future.
Suppliers
The contractor must ensure that he accept materials from the suppliers as and when
ordered
He must ensure that the supplier has easy access to the building site, that the supplier
does not have to wait for the road to be cleared to deliver his materials.
The contractor should ensure that there is storage space for the materials to be
unloaded.
He should also ensure that the supplier is paid promptly
All these help improve the contractors’ relations with the supplier.
Employees
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The contractor should ensure that:
Local authority
The contractor has responsibility to the local authority to ensure that all the work is carried out
in accordance with the national and local laws and regulations.
Advantages
Disadvantages
2. SELECTING TENDERING
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-Decision is made on the number of firms to be invited to tender. This is dependent on size and type of job . The
actual selection is from a standard list of firms.
FACTORS TO BE CONSIDERED
Advantages
The system lends itself to selection of the most technically and financially suitable firm to carry out the
work.
Contractors cannot overstretch their resources, if they are honest when they cannot wish to tender.
Disadvantages
Less completion
Choice of more reputable firms
3. NEGOTIATED TENDER
-This is negotiating with a particular contractor to carry out the job due to the following reasons
-The type of the job to be completed is urgent and if the normal type of tendering is followed there would be a
delay.
-The job could be of complex nature resulting in difficulties in billing and costing
-The client may wish to retain the services of a builder who has proved reliable, by giving complete satisfaction
in the past
1. A builder will be brought in at a very early stage for consultation with the designer.
2. Time and money are saved on the work done in unnecessary tendering.
TYPES OF CONTRACTS
1. LABOUR ONLY CONTRACT
-labour only contract is a type of a contract whereby the owner supplies all the materials while the contractor
only provides labour and sometimes also equipment’s.
-This type of contract suits the small contractor with no financial means or abilities.
-Used on small jobs [or on specialized works which are difficult to measure/price]
1. Drawing
2. Specifications [detailed descriptions of work]
3. Schedule of rates.
4. Articles of agreement.
N/B- The work should be clearly shown on drawings and fully described on specifications.
-There is no bill of quantities. The contractor has to do the quantity surveying himself.
-The contractor submits only one price [lump sum price] for which he will carry out the work.
3. PACKAGE DEAL
-Also called [all in all] series as it provide all the services that a client needs in a contract; therefore only two
parties exist i.e. the client and the builder .The client give brief details of what he needs.
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ADVANTAGES
-The cost in tender figure may be low due to repetitive work of the company.
-The job should be completed in good time considering all the consultants are based in one place.
CONTRACT DOCUMENTS
Building drawings-contains the representation of the project in the paper showing clearly all the details.
Preliminaries-situations conditions or factors which influence cost of work to about 5-10 percent of contract
sum. Includes things like hoardings that client must pay.
Preambles- conditions e.g. Workmanship, quality and method e.g. painting of a room.
Measured work-includes things like descriptions, quantity, rate unit and the cost.
Prime cost and provisional sums-sums paid to all the people nominated by the architect e.g. nominated sub-
contractor, supplier etc.
Schedule of rates-shows the sum of money on works which were not shown in the plan or bill of quantities.
Liquidated and ascertained damages- sum paid by the contractor to the client in case he fails to complete the
project in the stated time.
- Client selects two or more contractors to submit design and layout drawings with prices.
- The contractor who submits the best competitive priced design with backup service to suit will be
awarded the contract.
- There would be two parties to the contract: the client and the contractor.
- The contractor who tender for the work have considerable cost burden because generally they use
their own designed services, departmental and therefore the reward on successful y bidding for the
work must be substantial justify the cost work.
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- Similar to cost reimbursement contract but it is modified to provide the inducement to a contractor to
control cost and complete the work as quickly as possible. Provision target cost and target times are set
and by agreement. If the contract prime cost exceeds the target cost, then the management fee would
be reduced by an amount worked out by the formula.
- Similarly, where saving is made both the client and the contractor would share in good fortune.
- A maximum price (guaranted maximum price) for the contract can be agreed so that the clients knows
the absolute limit of his/her expenditure for the project.
ORGINASATION
- Organization is the process where arrangements are made for all resources to be available
exactly when required in order to achieve a given plan.
- This represents a stage between planning and implementation.
- Organization is the basic structure underlying all management activities.
- The organization should have a clearly defined objective and each position should have an
objective logically related to each in such a way that if the incumbent of each position fulfills
his goals, the goal of the entire organization will be met
- The work of each person should be confined to a single function (specialty) and related
functions should be grouped under one head.
- Means of coordinating all efforts towards the common goal must be provided.
- The organization must have a supreme authority and a clear line of authority should run from
that person (or group) to every individual in the organization (chain of command).
- Authority should be equal to the responsibility; that is when anyone is given responsibility for
a task he should be given authority to accomplish it successfully.
O S C A R
MIDDLE MANAGEMENT
SUPERVISORY
GENERAL WORKFORCE
NOTE
Not all organization have same extended as shown, some will have a narrower base line and even
taller, while others will tend to be flatter having only a limited hierarchy (i.e. most staff will share the
same or a limited number of rank or grades).
SPAN OF CONTROL
Within limits of span of organization the leader (i.e. general fore man, contract manager)can
only control his sub ordinates if he can communicate with them.
It is generally considered that a practical limit to the number of person under ones control is
between five to seven (5-7)
With a greater number of persons the efficiency and production can be affected due to poor
communication and coordination which may results to:
- Lowering of morale and breakdown of team spirit
- Unofficial sub-groups forming within the main group.
- Lowering the standard of work due to lack of supervision
- Poor time keeping and lengthy breaks.
When considering a man’s span of control the following should be borne in mind:
The method of communication i.e. phone letter etc.
Speed in which decision must be made and their importance.
Nature of work being done either competitive or complex.
Leader’s character and stability (i.e. is he able to carry the load).
Organizational structure
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In practice the organization structure generally will take a “shallow” or “deep” form
resemble pyramids when drawn.
1. Shallow structure this is found in many small firm having up to 25 workers. This type of
structure has an advantage of making communication quick and easy.
Head
Sections or workers
The lines between the head and the workers or operatives are short and direct; management wise it is
not good as it will make the company vulnerable if something such as illness goes wrong at the top.
The lines of communication will become loose ends with no links between them.
2. Deep military structure this is necessary when a bigger set up working to finer limits is
desirable, requiring more department or groups for each case of control.
Head
Manager
Dept. heads
Sections heads
The third structure is a combination of shallow and deep structures and is referred to as line
and staff pattern.
This combines most of the advantages of the two systems with little of disadvantages.
NB Observations from many resources indicates that management share of this ineffective or non-production
time is usually two or three times that of the workers.
The level of productivity achieved on site is greatly influenced by the attitude of the workers and the
degree to which they are motivated.
MOTIVATION
Motivation is about [getting the best out of people].it is concerned with what causes an individual to
act
An understanding of motivation is important to any manager who is anxious to ensure that his
subordinates are giving their best and helping to achieve the desired results.
Motivating is not something which can be learned or handed out.it is something which comes from
within an individual and expresses itself in what might be termed [commitment] to something or
another.
This [something or another] can be anything and may not be related to the work situation and the task
in hand.
It is up to the manager /foreman to obtain good and productive feeling from his workers but it is
generally up to the individual on how it is achieved.
Whatever method is adopted it must be realized that economic rewards must be a major
consideration.
A Wide variety of incentives schemes may be applied by management at any time for motivational
purposes. i.e.
- sound wage policy
- attractive bonus scheme
- security
- status
- welfare
- staff development
- company cars
- Sports [recreation facilities.
- tools money
- subsidized canteen facilities
- Free medical care.
INCENTIVES
Incentive scheme is a system of remunerations in which the amount earned depends on the results
obtained thus encouraging an employee to achieve better results.
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The scheme should be operated by employers to;
Promotion-
- The aim of an ambitious person is to obtain a chance of getting to the top which he can
achieve by working extra.
Security-
- This is one of the non-financial incentives especially for workers with commitments are
prevalent.
- A firm offering continuity of work will always attract a steady flow of labour force.
Safety-
- People feel safer if they are provided with a means of transport if they are leaving place of
work during late hours.
- All moving parts of a machine should be covered as a measure of safety.
DESCIPLINE
This means orderly conduct, and is essential in any group of persons. Without some form
of discipline, a day’s pay would never be earned or a planned days’ work completed.
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In the present building industry the old threat of dismissal in order to maintain discipline
has disappeared.
The manager/foreman needs the support, interest and suggestions from his labour force
and this are achieved by leadership and co-operation not by fear.
1. Always be sure of the facts and that you have the right person to be reprimanded.
2. Do not favor or discriminate.
3. Do not lose your temper-keep self-control and be calm.
4. Always discipline in private- not in present of others.
5. Be fair and firm.
6. Decisions and behavior must be consistent with offences.
7. Let people present their sides of the story.
8. If the error is on your side, admit it.
9. Do not turn back on disciplinary problems.
10. Never be malice. (desire to harm others)
OFFICE PRACTICE/PROCEDURES
An office is a room or a building where clerical processes are carried out to start, develop and control
activities of a business.
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-There are head offices, branch offices, factory offices, cost offices, transport and sales offices etc.
Functions of an office
1. The starting of any enterprise by the issues of instructions to departments to proceed with
projects.
2. The keeping of all essential documents in good order (filled and indexed) so that they are
obtainable when required.
3. Ensures that all the requirements of both statutes (acts of parliament) and legal by laws are
kept.
4. The supervision of money flow to ensure that funds are available to meet expenditure at all
time.
5. Routine administrative matters, the recruitment and payment of staff, the ordering of
equipment’s and materials and safeguarding of assets once they have been purchased.
Above all the office, in every aspect of its work is concerned with its information i.e obtaining
and collecting information, sorting, arranging and interpreting, supplying it to the
management when required and preserving it too so long as it is useful in promoting the
enterprise concerned
-The office maintains communication between departments and outside firms and gorverment
agencies.
Methods of communication
Oral instructions
Written
Draw details
Whichever method is adopted certain consideration relate to all. They should be:
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It should be remembered that most people prefer to be asked to do something than to
be told or ordered.
2. The telephone-oral messages or often given and received orally by telephone. the
correct use of telephone is important as it often reflects an image of the person
receiving the call who will never have met the caller .the person using the phone
should speak clearly without shouting, speaking in a normal conversation tone, giving
the listener time to reply to any matter arising.
3. Written instructions-written communication involves letters, reports, minutes of the
meeting and general documentation. Paper work generally has increased a great deal
in modern industry mainly due to much more carefully control required to run a
successful and efficient businesses, for documentations provides the necessary links in
chair of administration.
All members of an organization, large or small, should be made fully aware of the
importance of correct paper work in all this aspects, from letter writing to site
documents that is used for future records controlled.
1. Memorandum
-This is written message within an organization on structure i.e. from one department to
another or within the department .planning department to estimating depa
EXAMPLE
N.Y.S.T.C
MEMO
From……………………...to………………..
Date…………….
Ref………………………………………………
Subject matter…………………………………….
Copies to……………………………………………..signature………………………
2. Letters
These are communication usually within outside of an organization.
General consideration
Use organization official note paper.
Ensure any reference are quoted
All letters should be dated or signed
Take care over English, punctuations and spellings.
A typical letter
N.Y.S.T.C
BOX 96078
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MOMBASA
3/7/1997
REF. [OUR]
Your ref.
MOMBASA STORES
P.O BOX…………………
MSA
Dear Sir
Order 1672/7
With reference to the above order we have to advice you that four of the plastic fittings, we found to be broken
upon receipt of the order on 15/5/97.
Yours faithfully
……………………..
Purchasing officer
NOTE
Letter on firms headed paper, giving full name, address and telephone number.
Date should be typed in full just below the letter heading.
Ref .generally in the left hand side opposite date.
Addressees name and address typed just below the reference.
Subject heading in the Centre of the sheet is usually underlined.
Salutation always on the left hand side of the letter.
Bonding of letter if of a business letter should be short and to the point care being taken not to omit
relevant information.
Complementary close towards the lower right hand side of the sheet should be complementary to the
salutation.
Signature and signation of the person sending the letter signs, name, typed with position rank in the
firm.
3. REPORTS
A report is used to relate information back to someone such as investigations; something witnessed, or
subjected ideas. The main objective of a report should be to disclose act for recommendation.
Headings
Introduction to the report and its purpose.
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The body of the report, use of subheadings and dividing information into sections should be the
main aim.
The conclusion and summary with any possible recommendation.
Any data, drawings tables etc.
4. NOTICE BOARD
A useful means of conveying information if placed is a prominent position where everybody can see it.
Copies of such items as the construction regulations, building regulations etc. Should be kept on site on a
position where they can be reached easily for points of reference, not locked away on draws or barred under
draws.
6. SITE RECORDS
-Many site records might be made out each with regarding labour, plant and material they must be filled
accurately whether daily, weekly or monthly.
These are often proved most useful documents if well kept the right time of information recorded in it. Its value
of project cannot be under estimated .even after the project completion.it has often most important in cases
are prone to court .as a general rule items which might be well recorded will be;
This is found in the site office and it is also a means of communication. It provides much information.
Filling system
Filling is one of the most important functions of an office; it is aim at enabling the officer to locate the
document which they may need easily, conveniently and quickly.
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Essential of a good filling system
These should be considered in two stages: for small offices it may just be sufficient to have just one file. When
it get full with documents a second volume is opened, a third, four etc. larger offices however keep several
files, each file has a subject or tittle.
Classification for small offices refers to the classification of the documents. While in large offices classification is
done on the basis of files.
Alphabetical
Numerical
Geographical
Subject
Disadvantages
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