Site visit report format

A site visit report records what you saw on one visit, in the order you saw it. It is shorter than a snagging report and it is read by people who were not there.

When to write one

After a supervision visit, a meeting on site, a client walk-through or a check on a contractor instruction. If the purpose is to list defects for handover, write a snagging report instead.

The format

Keep the same order on every visit so readers know where to look:

  • title block: site, client, report number, date, time on site, engineer;
  • purpose: one or two sentences on why you visited;
  • observations in sequence, each with a location and a photo;
  • actions and who owns them;
  • signature, with your registration number.

Writing observations

Write what you saw, not what you think caused it, unless you checked. "Water staining on the ceiling below the AC unit, approx. 300 mm wide" is useful. "Leak from the AC" is a guess.

Give each observation a location in the same format every time, and put any measurement in the sentence.

A table works best

Site visit reports read well as a table: number, photo, location, observation, action. One photo per row keeps the report short enough to read on a phone.

Send it the same day

A visit report sent a week later is history, not instruction. Finish it on site, sign it, and send the PDF before you leave the car park.

See the real thing

This sample was printed by Arkan Siteseal from a sample visit with three real findings. It has every section above.

The sample report, section by section

  1. Masthead: firm, report title, number and revision
  2. Title block: site, client, date, time on site, engineer, weather
  3. Executive summary: counts by severity, then the overview
  4. Recommended actions, numbered by severity with F-references
  5. Findings: photo, location, observation, severity, action
  6. Signatures, with name, registration number and time
  7. Footer on every sheet: report number and sheet x of y
Sheet 1 of the English sample: masthead, title block, executive summary, recommended actions and the first finding.