Skip to content
SafetyCulture
Template

Job DNA: Site Survey and Planning Checklist

by Turlough McEvoy, from the Community

Downloads: 0
Get this template

Use this Job DNA template to plan installations and on site work with fewer issues. Record client and site contacts, parking and travel details, ID or security requirements, and site access timing. Document workspace features like floor and wall types, ceiling height, radiators, lighting, and available power. Capture elevator dimensions, the narrowest delivery point, transport needs, and whether waste removal is required. Add photos, floor plans, and a job design layout, then secure client sign off to confirm scope and expectations.

With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions .