Cases / Site & field
Site & field

Run a site supervision visit

Plan and conduct a supervision visit, log observations and flag hidden works to inspect before they are covered, compare plan against actual, and report the visit.

4 steps11 minGeneral contractorProject / construction management firmSpecialist subcontractor

How it works, step by step

4 steps across the platform - what you do at each one, and why it matters.

1

Plan the visit

Site Supervision

Set the areas and activities the visit will cover, including any hold or witness point that must be seen before work continues past it.

Why: A visit with no plan turns into whatever is visible on the day, and hidden works that needed checking get covered before anyone thought to look. Planning against the programme is what catches the point before it is missed.

InProgramme of worksHold and witness pointsOutVisit plan
2

Log observations and flag hidden works

Site Supervision

Walk the visit plan, log what is found against each point with a photo where it matters, and flag any work that is about to be covered and still needs inspecting first.

Why: Once reinforcement is poured over or a duct is boxed in, the only proof of what was underneath is the record made before it disappeared. Flagging it in the moment is the only point that record can be made.

InVisit planOutLogged observationsFlagged hidden works
3

Compare plan versus actual

Site Supervision

Set what was actually observed against what the drawings and the programme said should be there, and pull out anywhere the two disagree.

Why: A variance nobody names stays a verbal disagreement between the site and the office. Comparing plan against actual on the record is what turns it into something that can actually be resolved.

InLogged observationsOutPlan-versus-actual variances
4

Report the visit and link a finding to a change

Change Orders

Export the visit report for the record, and where a finding actually changes scope, cost or time, raise it as a change order linked straight back to the observation.

Why: A finding that stays a note on a visit report never gets priced or programmed. Linking it to a change order is what makes sure what was seen on site actually reaches the people who commit budget and time.

InPlan-versus-actual variancesOutVisit reportChange order raised
Modules

Modules in this playbook

2 / 184 platform modules

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