Deliverables issuance checklist

Deliverables should be easy for clients to access and safe for your team to control. The checklist below helps you avoid wrong-file and stale-link mistakes.

Assemble package from approved sources only

Pull files from the authoritative project location, and verify each item is final-approved before publishing the package.

Apply link controls and issue notes

Set expiry/password settings to match client requirements and attach issue notes so recipients can trace what changed in this release.

Prerequisites

• Confirm you can access the project and the page referenced in this workflow.
• Collect any drawing references, due dates, and ownership details before you start.

Expected outcome

By the end of this workflow, your team has one visible, repeatable process and cleaner handovers.

Common mistakes and prevention

• ✓

  Mistake 1: Skipping context fields (owner, due date, status notes), which makes follow-up harder.

• ✓

  Mistake 2: Treating chat updates as source of truth instead of recording the update in Beech.

Troubleshooting checklist

1. 1
   Troubleshooting step 1

   If a control is missing, verify your role has permission for the action.

2. 2
   Troubleshooting step 2

   If results look wrong, check filters and refresh to confirm latest synced data.