top of page
  • Writer's pictureWill Gage

Best Practices for Managing Building Files

Managing building files can be a daunting task, particularly when you lack a purpose-built system for organisation and compliance. You're likely juggling multiple documents, struggling to maintain safety standards, and grappling with ensuring everyone involved has access to the latest information. The keyword here is "building files management," and mastering it can transform how you handle your properties. This guide will break down the essentials to help you establish a system that saves time, enhances safety, and ensures compliance.



1. Understanding the Basics of Building File Management


1.1 What is Building File Management?


Building file management involves the storage, organisation, and maintenance of all documents related to a building's lifecycle. This includes everything from design blueprints and building permits to maintenance records and safety certifications. Proper file management ensures that anyone involved in the building, from owners and operators to contractors and inspectors, can access the necessary information quickly and efficiently.


Files should be categorised and stored in a way that makes retrieval simple. This might mean having digital folders for different document types or ensuring that all physical documents are filed in clearly labelled cabinets. Effective file management reduces the risk of losing important documents and streamlines project management, as everyone involved can find the information they need without unnecessary delays.


Pro-tip: Digitise your documents to improve accessibility and reduce the risk of physical damage or loss. Secure them in a centralised system to facilitate easy sharing and quick retrieval.


1.2 Why is it Important?


Proper building file management is crucial for compliance with legal requirements and safety standards. For instance, residential buildings over 18 metres are now legally required to maintain comprehensive building information. Without an effective management system, you risk non-compliance, which can lead to legal issues and safety hazards.


Efficient file management also saves time and resources. When documents are easy to find and share, you avoid the time-consuming process of searching through piles of paperwork or dealing with repeated requests for information from stakeholders. For example, having all safety inspection reports readily accessible can expedite maintenance activities and ensure timely responses to any identified issues.


Pro-tip: Regularly update your building files to ensure they reflect the most current information, thereby maintaining compliance and safety standards.


1.3 Utilising Building Passport for Efficient Management


Using a system like Building Passport can significantly enhance your building file management. Building Passport is designed to be the single source of truth for all your building information, aiding compliance, and improving overall efficiency. This platform consolidates various documents into one accessible digital blueprint, which can be updated and shared with all relevant parties.


Building Passport simplifies the process of maintaining a 'Golden Thread' of building information. This means that from design through to demolition, essential data is preserved and accessible. This transparency not only promotes safety but also builds trust among stakeholders. For instance, investors and insurers can easily verify that all necessary compliance documents are in place, thus reducing administrative overheads.


Pro-tip: Implementing Building Passport can reduce manual processes, saving your team time and resources by automating document updates and ensuring compliance with the Building Safety Act.


By understanding these basics, you can lay a solid foundation for managing your building files effectively.


2. Implementing Best Practices


2.1 Digitising Physical Documents


Maintaining physical documents can be a burden due to storage space limitations and potential damage over time. Digitising these documents offers a solution, providing numerous benefits like free up office space and eliminating the risk of lost or damaged documents. Effective management begins with scanning all paper records and storing them in a centralised digital repository like Building Passport. This not only ensures that all records are safely stored but also makes them easily retrievable whenever needed.


Consider using software with optical character recognition (OCR) capabilities. OCR software reads the text from scanned documents and converts it into a searchable format.


Benefits include:


  • Improved Accessibility: Find specific documents quickly.

  • Enhanced Security: Protect digital files with encryption.

  • Better Organisation: Tag and categorise files for easy sorting.


Pro-Tip: Developing a schedule for regular digitisation of new documents ensures that electronic records are kept current.


2.2 Enabling Compliance and Safety with Building Passport


Building compliance is non-negotiable and a key concern for owners and operators. To simplify this, Building Passport can be an indispensable tool. It centralises all compliance documents, ensuring easy access for auditors and regulatory bodies. By digitally storing critical information related to fire safety, structural integrity, and other compliance areas, you mitigate risks of non-compliance fines and enhance overall building safety.


Building Passport offers several compliance benefits:


  • Streamlined Documentation: Keep all compliance documents in one place.

  • Regulatory Updates: Access the latest legislation changes relevant to your building.

  • Audit Trail: Maintain a complete history of compliance checks and updates.


In a survey by the Royal Institution of Chartered Surveyors (RICS), 75% of building managers reported better compliance management after adopting digital tools like Building Passport.


Pro-Tip: Schedule reminders for compliance deadlines and inspections within your building management software to stay on top of regulatory requirements.


2.3 Regular Audits and Updates


Routine audits are essential for maintaining the integrity and accuracy of your building files. These audits allow you to assess the completeness and relevance of your stored information. Conducting quarterly or bi-annual reviews can highlight discrepancies or outdated documents that need attention. Regular updates will ensure that your digital repository remains a reliable source of truth.


Here's a simple audit checklist:


  1. Verify Document Accuracy: Ensure all information is up-to-date.

  2. Identify Missing Documents: Check for any missing files and update them accordingly.

  3. Review Access Logs: Confirm that only authorised personnel access sensitive information.

  4. Update Safety Information: Ensure all safety certifications and inspection results are current.


Pro-Tip: Assign a dedicated team member or use software tools to automate audit notifications and manage the auditing process efficiently.


2.4 Sharing and Access Control with Building Passport


Efficient sharing of building files with stakeholders can save time and reduce errors. Building Passport facilitates seamless sharing by offering secure access controls. You can share specific documents with contractors, auditors, or property managers without compromising the security of other files. Proper access control ensures that sensitive information is only visible to those who need it.


Setting up access controls involves:


  • Defining User Roles: Allocate permissions based on roles, e.g., view-only or edit access.

  • Secure Sharing Options: Use links with expiration dates for temporary access.

  • Activity Logs: Track who accesses which documents and when.


Pro-Tip: Regularly review and update access permissions to align them with current project requirements and personnel changes.


Adopting these strategies, including digital tools like Building Passport, ensures that your building file management is not only compliant but also highly efficient.


Secure and efficient file management is just a few steps away. Enhance your building's safety, valuation, and operational efficiency by embracing these best practices and utilising comprehensive solutions. For more about managing building files effectively, visit the page on how Building Passport revolutionises building information management by providing a centralised, secure platform.


Learn how to improve property valuation and enhance safety with Building Passport by visiting Building Passport.


Comments


bottom of page