Technical Survey Test and Investigation Plan

When you need it

Prepare this plan when visual observations and records leave specific technical questions unresolved. Use it before arranging intrusive openings, sampling or specialist tests so access, interpretation and permissions are coordinated with the asset operator.

What it helps you decide

It links investigation effort to a decision question and its expected limitations. The team can assess whether a proposed test will reduce meaningful uncertainty before committing resources or disturbing the asset.

How to complete it

1. Translate unresolved survey findings into clear technical questions, then compare proposed methods with specialist advice and the evidence needed to answer each question.
2. State locations or sample basis, permissions, operational constraints and interpreting specialist, explaining access limits and what the method can or cannot establish reliably.
3. Review the sampling and interpretation plan with affected parties, confirm prerequisite permissions, and preserve the link between each investigation and the decision it supports.

Who prepares and reviews it

The lead assessor coordinates testing specialists, laboratories where applicable and the operating team. Competent engineers review method and interpretation; permissions and intrusive-work authorization follow the actual site and owner arrangements.