Template

Surveyors Knowledge Test

Use this surveyors knowledge test to evaluate strengths and weaknesses in product knowledge and compliance. Questions cover PVCu and composite doors, window sizing, egress requirements, ventilation, background and purge ventilation, FENSA guidelines, and UK Building Regulations including Approved Documents A, B, E, F, K, L, M, N Wales, and Q. Designed for real world use, not under exam conditions; refer to manuals or technical sheets as needed.

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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

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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 .

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New Surveyor Training - Forms and Tests

This checklist supports new surveyors in completing training and demonstrating competency. It covers window, bay, PVCu door, guard door, and vertical sliding window surveys; heads left in, box sash replacement procedures, and order variations. It also includes site assessment and customer confirmation, decorative orders, access solutions, suspect material identification, fitting instructions and materials, and contract evaluation. The template links to working at heights and UKATA asbestos awareness modules, LMS requirements, and FENSA and Building Regulations guidance. Use it to track forms, exams, availability, envelope contents, and to ensure surveys are submitted correctly for review.

by Kieran Fennelly, from the Community

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Template

PAS Assessment Report V1

This PAS Assessment Report V1 template helps surveyors document domestic property assessments for PAS 2035 compliance. Capture site and customer details, property tenure and type, occupancy patterns, thermostat settings, and heating schedules. Record existing energy efficiency measures and their use, note building condition (walls, roof, windows, floors), and identify damp, condensation, or mould. Assess ventilation in habitable and wet rooms, including purge, background ventilation, undercuts, and extractor fans. Plan internal wall insulation (IWI) requirements and confirm Annex C Clause 3.5 obligations. Perform ventilation calculations (bedrooms, occupants, floor area, trickle vents). Include customer and surveyor signatures. Suitable for UK energy retrofit projects.

by William Wright, from the Community

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Template

Window Survey Form

This window survey form helps surveyors and installers capture accurate measurements and site details before installation. Record client and property information, room or location, profile color, and whether units are box sash or standard. Log widths and heights, glazing and cill details, and positions of transoms and mullions. Note lintel presence, structural or access issues, and any special requirements to meet regulations for gas appliances, safety glass, ventilation, egress and cleaning, and infill panels. Use the comments and quantity fields to clarify specifications and ensure a precise, efficient installation.

by Mary Krastev, from the Community

10+

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Template

F240 PAS Assessment Report V1.2

This PAS assessment report template helps surveyors capture comprehensive details for domestic property assessments. Record survey and customer information, property type and age band, occupancy patterns, thermostat settings, and heating use. Evaluate building condition including walls, roof, windows, floors, and check for damp, condensation, and mould. Assess ventilation in habitable rooms and wet rooms, including extractor fans, purge ventilation, and trickle vents. Add photos, notes, and signatures to complete the survey.

by William Wright, from the Community

10+

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Template

Surveyor Site Observation Trainer Audit

Audit surveyors on-site with a comprehensive trainer checklist covering safety and quality. Verify PPE use, ladder condition, Ladder Mate, and compliant helmets before any work at height. Assess customer communication, contract explanation, and understanding. Check awareness of Building Regulations and FENSA requirements, including structure, escape, ventilation, safety glazing, restrictors, access, and security. Validate measurements in multiple points, diagonals, and bay critical points; capture fascia drops. Require Order Variations and Contract Evaluation where needed. Plan access solutions and scaffolding with photos and dimensions; note overhead cables and asbestos checks. Capture internal and full elevation photos. For doors, confirm swings, thresholds, styles, and obstructions. Confirm lintels and structural considerations to prevent mismeasure errors and remakes.

by Kieran Fennelly, from the Community

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Template

B&K Kitchen Management Audit Checklist

Assess and improve restaurant kitchen operations with this B&K Kitchen Management Audit. Designed for brewpubs and hospitality venues, it guides managers through health and safety, ventilation and equipment checks, food hygiene and labeling, stock rotation and storage, temperature probing and calibration, COSHH compliance, pest control, waste oil handling, allergen management, and EHO readiness. It also covers team training, maintenance logging via Access Maintain, stock controls, prep and par sheets, and performance tracking to ensure consistent food quality and compliance.

by Timothy Turvey, from the Community

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