, Published 4 Mar 2019
What is a Site Investigation Report?
A site investigation report is a tool that geotechnical contractors, engineers, and site managers use when conducting an assessment on the site of a project. It is utilized when investigating a specific site issue or simply to know more about the property. Primarily, site investigation reports document the current condition of a place in an effort to proactively identify hazards, risks, or safety issues that can negatively impact the project once it starts.
Site Investigation Report Template
A site investigation report template is used by geotechnical and civil engineers to determine the characteristics of the soil in a site intended for building projects. The site investigation report can help gather data for determining current and future risks to be considered before beginning a project. Use this digital template to:
- Get authorized person’s signature to access site
- Take photos and record soil characteristics
- Geotag the exact location
- Record overall findings and provide recommendations
- Sign off with the site investigator’s digital signature
In this article
- What to Include
- What is a Site Investigation?
- How to Conduct a Site Investigation
- Common Hazards and Risks Uncovered by Site Investigations
- FAQs About Site Investigations
- Technology for Data Capture During Site Investigations
- Featured Site Investigation Report Templates
What to Include
Site investigation report formats vary according to their specific use case, industry requirements, and business needs. Although there’s no exact structure, a general site investigation report typically includes the following items:
- Site name/client
- Location/site address
- Name of investigator/licensed professional
- Date and time of investigation
- Scope of site investigation
- Property owner
- Other essential site information (climate, elevation)
- Specific details based on the use case (soil condition, safety assessment, geological features)
- Recommendations/additional comments
- Names and signatures of the investigator and other key people
To increase efficiency and accuracy when creating a report, it is ideal to use pre-made site investigation report templates. These templates contain the essential items that need to be included in the report. They can further be modified according to business needs, hence giving users a head start in completing the investigation.
What is a Site Investigation?
A site investigation, also called geotechnical investigation, is done by taking ground samples for analysis and creating a detailed report of findings and recommendations for the site. It is crucial in helping engineers identify hazards and risks to be mitigated before a construction project begins and determine if a location is ideal for planned development.
Aside from determining suitability for construction, a site investigation helps engineers come up with safe and economical building plans appropriate for the area. It’s also useful in long-term planning because it helps foresee natural or human-made changes and determines corrosivity caused by groundwater conditions.
How to Conduct a Site Investigation
Site investigations are typically composed of and completed through four different stages—reconnaissance, preliminary site exploration, detailed investigation, and laboratory testing. Each stage plays a significant role in the successful culmination of the site investigation and the conclusion of its report.
Stage 1: Reconnaissance
As the first stage of a site investigation, reconnaissance is the visual inspection initially performed on the site. Some of the aspects that this stage reviews are geological and topographical features, the presence of vegetation, and observations about utility lines, among others.
Stage 2: Preliminary Site Exploration
The next stage is the preliminary site exploration or general site exploration. This stage focuses on gaining a general understanding of the sub-soil conditions of the site. Through various ways of soil testing, site exploration aims to know more about aspects such as the soil’s composition and compressive strength, the quality of both the surface water and groundwater, and the depth of soil strata and stratum from the ground level, etc.
In addition, this exploration is normally employed for smaller structures and lighter construction projects.
Stage 3: Detailed Investigation
The third stage, detailed investigation, is perfect for heavy construction projects and more complex structures. The goal of this stage is to obtain an in-depth knowledge on the conditions of the site through a variety of field tests. This is also where the location of trial pits, dynamic probing, and boreholes are identified.
Stage 4: Laboratory Testing
Laboratory testing is the fourth and final stage of a site investigation. As the name suggests, this is where the sample of materials collected through the previous stages are examined. The materials are then classified and provided for the design phase of the project.
Ultimately, a report detailing all the essential information obtained through the site investigation is prepared.
Common Hazards and Risks Uncovered by Site Investigations
Site investigations aim to identify and address hazards and risks that can impact the project and cause problems for its stakeholders. Here are some common hazards that engineers should look out for during site investigations.
- Possible soil oversaturation (too much water) or undersaturation (too dry) can cause foundation issues in the future if not discovered and mitigated.
- Engineers should be aware if a site is near an active fault line so that the structure can be built to withstand projected earthquake magnitudes.
- Structural hazards from demolished or nearby old structures should be considered while investigating the site.
- Natural and manmade disasters that may have rendered a site inhabitable should be checked and mentioned in the geotechnical report.
- Take samples for lab testing to determine if there are chemical hazards in the soil or underground water due to contamination caused by nearby agricultural, manufacturing, or mining activity, among others.
- Demolished old structures near a site need to be tested for traces of asbestos.
- Soil and water samples taken from the site will help determine if nearby industries may have caused biological hazards.
- Consider former landfills and waste treatment in the area when checking the site for biological hazards.
Environmental and Social hazards
- Consider the project’s impact on the environment’s flora and fauna. Assess the environmental risk to help avoid future issues.
- Be aware of social risks, particularly in high-density urban sites or indigenous territories. Consult the government and local stakeholders on the possible social impact to and by the project.
FAQs About Site Investigations
Site investigations help determine the materials that are ideal for the construction of a project. It is also used to identify safety issues, risks, and hazards, and employed to validate that soil and groundwater conditions are conducive for construction.
The factors that are to be considered in choosing the soil investigation method are aspects such as the general topography and groundwater conditions of the site, the type of the structure itself, the status of its foundation, and the variability of subsoil in the area.
Accessibility, competition, surrounding buildings, weather conditions, and soil type are just some of the main factors to consider when selecting a site, whether it’s for commercial or residential use.
Technology for Data Capture During Site Investigations
With the diversity and huge amount of information to capture during site investigations, it is beneficial to take advantage of technology that can help make data capture easier. SafetyCulture (formerly iAuditor), the world’s most powerful mobile inspection app, can help engineers conveniently record information anytime, even in remote sites.
• Works on iPad, iPhone, and Android; SafetyCulture works even in remote sites
• SafetyCulture automatically saves data and synchronizes them whenever you are online
• Take unlimited photos using your mobile device to include in geotechnical reports
• Annotate images to better explain the story
• SafetyCulture has text fields so you can easily enter notes for your geotechnical reports
• SafetyCulture templates can be set up to have preset response sets, allowing you to create specific questions for site investigations
Organized and secure
• SafetyCulture secures data in the cloud and can be accessed on a mobile device or desktop
• Electronically share templates with your team
• Submit geotechnical reports via web reports or PDF documents
• SafetyCulture is GPS-enabled and captures longitude and latitude data for location accuracy
• SafetyCulture’s analytics tool can help analyze real-time data and provide insights on site investigations
• Easily identify which site investigations were conducted in particular locations
Featured Site Investigation Report Templates
Borehole Log Template
A borehole log template is used by engineers to record every borehole sample taken from the site. The samples are taken into a laboratory for further testing and the detailed results are included in the geotechnical report. This borehole log template allows engineers to:
- Create as many logs and sample numbers for every borehole sample taken
- Take photos of samples and enter detailed notes
- Geotag photos for accurate mapping of where the sample was extracted
Geotechnical Report Checklist Template
Geotechnical report checklists help geotechnical and civil engineers ensure that all requirements and information needed for a site investigation report are completed. Geotech checklists also help improve the quality of geotechnical reports and avoid duplicate site investigations. This simplified geotechnical report checklist uses a “Done/In progress/Not Applicable” response set and allows notes to be entered if needed. This SafetyCulture template can be edited to fit your site investigation report needs.