Use this PES site visit template to plan and document client site visits. Record document number, client or site, date, author, location, and any additional team members. Capture meeting objectives, who requested the visit, who attended, and a brief outline of items discussed. Add photos or videos of issues requiring attention and note follow up actions. Include contextual notes for each media item and summarize the reason for the visit and outcomes. Adapt the checklist to suit your process and jurisdiction.
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