Clear site notes reduce avoidable questions and make it easier for a report writer to produce a faithful first draft. They need not be lengthy, but they should identify what was observed, where it was observed and what was not accessible.
Identify the property and scope
Include the instruction reference, property type, relevant extensions and the agreed report format. Record circumstances that affected the inspection, such as stored goods, fixed coverings or adverse weather, when applicable.
Use an element-by-element structure
Notes grouped under roof coverings, walls, openings, floors and services are easier to match to a standard Level 2 template than a single unstructured recording. Keep observations distinct from recommendations so the writer can follow the surveyor's reasoning.
Make photographs useful
Organise images by element or location. A close-up of a crack is less helpful without a contextual image showing where it occurs. When an image supports a finding, refer to it in the notes and identify the elevation or room.
Record limitations explicitly
Do not rely on a writer to infer that a chimney could not be inspected from ground level or a floor was concealed. Note access restrictions and the practical implications as part of the inspection record.
Specify the intended advice
If a specialist assessment, legal enquiry or quotation is recommended, record why it is relevant and whether it should be obtained before exchange. If the significance is uncertain, say so rather than allowing an unsupported conclusion to appear in the draft.
The Survey Edit prepares Level 2 report drafts from surveyor-provided inspection material, with questions raised where clarification is needed.
You inspect. We write.