Survey Inspection Pack Checklist for Report Drafting

A complete pack helps the drafting team preserve important findings and reduces time spent resolving avoidable gaps. Use this checklist before handing over a Level 2 instruction. It is a preparation aid, not a substitute for your inspection procedures or professional review.

Download the checklist

Instruction
Property reference, Level 2 scope, purchaser concerns and requested turnaround.Template
Current template, section order and any wording or formatting preferences.Observations
Located notes covering the inspected elements, construction and defects.Photographs
Organised photographs with enough context to identify each relevant location.Readings
Measurements and test readings with their location, method and interpretation.Restrictions
Areas not accessed, items concealed and the effect on the assessment.Advice
Your intended recommendations, further investigations and timing.Review
Time allocated to checking the returned draft before approval and issue.

Resolve uncertainty before handing over

Flag unclear observations and unresolved causes. Keep the distinction between what you saw, what you suspect and what you recommend. Photographs help the handover, but do not establish every concealed detail.

Share material through an agreed method

Ask about availability and the handover before sending property or purchaser information. Use the initial enquiry form to describe your workflow and template. Share the inspection pack only through a separately agreed method.

Keep time for the final review

Compare the returned draft with your notes and photographs. Check factual details, limitations, recommendations and consistency across the report. Use our pre-issue checklist for that separate stage.

See Level 2 drafting fees and turnaround or ask about your first report.