This Word template contains prepared headings, tables, project fields and completion notes. Add your information, review the completed document and remove the notes before issue.
The form prepares a separate brief; it does not fill the Word or Excel file.
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Learning
How to use this template
When you need it
Use the records review at the start of an existing-asset survey and update it when further information arrives. It is especially useful when alterations, maintenance history or conflicting drawings affect what the field team should investigate.
What it helps you decide
It establishes what is known about the asset and how reliable that knowledge is. Survey effort can target missing or contradictory information rather than accepting every supplied drawing as an installed-condition record.
How to complete it
Inventory available drawings, maintenance records and previous reports, recording dates, revisions and asset relevance so each source can be traced to the supplied material.
Assess provenance and reliability limits, compare alteration and incident information, and record conflicts or gaps that could influence the planned assessment or field interpretation.
Identify site confirmation needs and survey implications, then pass the prioritized questions to the inspection team without presenting missing records as evidence of defects.
Who prepares and reviews it
The survey engineer compiles records with the owner's facilities staff and document custodians. Relevant specialists assess technical significance; the lead assessor reviews implications within the agreed survey scope and authority.
A mistake to avoid
Do not equate the latest file date with the latest installed condition; a newly scanned historical drawing may still describe obsolete construction.
Illustrative example
Illustrative example: maintenance files describe a replaced roof covering, but the available drawings show the original assembly. The review records the inconsistency and missing alteration details. The survey team then plans targeted observations to establish what can be confirmed before assessing the roof's condition.