Tips to improve your SR&ED documentation
- Keep track of all drawings and design revision changes
- Make voice recordings of issues and progression of work
- Store emails to capture the chronology of a project
- Maintain dated digital records (i.e. photos/video)
- Document concurrently for all sred activities
- Provide quarterly reminders from management to employees that they should document their work
- Identify and organize the existing documentation
- Develop a document folder for each project
- Maintain logbooks of activities and hours for ease of linking with costs
- Keep detail time records invested on each project
- Use setup sheets to record trial runs and results
- Maintain project meeting minutes
- Utilize tracking software
- Keep all iterations of source code
- Maintain emails citing current knowledge/understanding of the problem from project launch
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