Field observations
Retain the controlling source, criteria, revision, method and limitations.
Designers, consultants & technicians
Keep your findings. Protect the review.
Capture the basis, evidence and limitations of professional work. A contractor response should never overwrite your original observation.
Criteria & limitations
Keep raw observations separate from responses, recommendations and reviewer decisions.
Review & reporting
Coordinate building and system interfaces without merging professional authority or inventing credentials.
What your working view should show
Review basis
Retain the controlling source, criteria, revision, method and limitations.
Evidence & response
Keep raw observations separate from responses, recommendations and reviewer decisions.
Cross-discipline work
Coordinate building and system interfaces without merging professional authority or inventing credentials.
Your team, your partners, clear responsibility
Keep your employees, contractors and qualified specialists at the center. Add implementation support or a separately scoped professional engagement when you need it.
Follow a complete handoff
Follow a finding through assessment, assignment, response and reviewer verification. Return incomplete work for correction, then keep the original finding and reviewed outcome together in the building history.
Review proposed software and service prices. Separate purchases, clear scopes.
View proposed pricingTechnicians and inspectors
Capture the condition. Make the review useful.
Field evidence should tell the next reviewer where the work was observed, what method was used and what the observation can support. These roles operate within an assigned scope and the relevant professional responsibilities.
Technicians
Prepare the assigned locations, access needs, methods, instruments and evidence requirements before collection. Record measurements with units and identify the instrument or test references required by the assignment.
Keep field notes, photographs, conditions and limitations connected to the location. Provide a clear draft and supporting evidence to the designated reviewer.
Inspectors
Record the observed condition against the applicable source information and current revision. Distinguish accessible observations from areas that were not observed and identify any additional review or verification required.
Document subsequent observations and correction evidence without replacing the original record. Inspection and acceptance responsibilities depend on the assignment and qualifications; a role label alone does not establish them.
A deliberate handoff from field collection to review.
- Define the visit: confirm discipline, locations, access, timing, expected methods, evidence and the supervising or reviewing contact.
- Capture with context: connect drawing references, photographs, measurements, instrument or method details, conditions and limitations to the observed location.
- Identify the next action: distinguish a documented finding, a clarification request, a proposed correction and an item requiring further observation or testing.
- Preserve the review: retain the original field record, reviewer comments, revised response and final disposition as separate, attributable parts of the history.
For scoped testing, record the applicable procedure, reference and edition where relevant, criteria, date, test area, result and limitations. Required follow-up should remain visible when a result is inconclusive or the area was not observed.
The public example demonstrates a browser-based sample handoff. Production mobile capture, confidential file intake, issued professional reports and offline synchronization require their own released and verified workflows.