Template

Site Survey - Initial Visit Checklist

by J White, from the Community

10+

This initial site survey checklist helps engineers and facility managers capture essential details during a first visit. Record site information, parking and access, assets such as automatic doors, dry risers, air conditioning, AHUs, extraction, and distribution boards. Verify life safety systems including emergency lighting, fire alarms, fire doors, extinguishers, smoke vents, sprinklers, and evacuation chairs. Document gas appliances, hot water systems, lifts, roof safety equipment, shutters, and CCTV. Review compliance documentation such as asbestos surveys, fire risk assessments, fixed wire testing, and system certificates, noting failures and remedial actions. Use this template to standardize data collection and plan maintenance and compliance actions.

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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.

Template
First Property and Site Audit Checklist
Use this first property and site audit checklist to document key building information and readiness. Record site address, construction details including roof, walls, frame, insulation, age and size, fire protection such as alarms, extinguishers, sprinklers and training, electrical compliance covering lighting, emergency lighting, PAT and fixed wire testing and substations, signage, doors and services, HVAC and boilers, asbestos reports, air conditioning, pallet racking, first aid capability, pest control, tenants, drainage plans and photographic evidence.
by Phillip Howells, from the Community
Downloads: 10+
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Template
Service Survey for Building Safety Systems
Use this service survey template to record building details and assess key life safety and security systems, including fire alarms, smoke vents, extinguishers and blankets, dry risers, CCTV, access control, emergency lighting, and disabled alarms. Document panel make and age, device protocols, loop counts, quantities of devices, vent and actuator details, and general system conditions. Add media or drawings where needed and note issues or observations to support maintenance planning and compliance checks across all systems.
by Nathan Small, from the Community
Downloads: 0
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Template
Facilities Compliance Inspection Checklist
This facilities compliance inspection checklist helps property and facilities teams assess communal and landlord areas for safety, cleanliness, and maintenance. It covers internal repairs, lighting, flooring, staircases, notice boards, and cleaning contract records. External checks include lighting, doors, gates, housekeeping, rainwater drainage, fencing, and grounds maintenance. Fire safety is addressed with signage, exits, doors, and operational tests for emergency lighting, fire alarms, and lift emergency calls. Specialist systems include electricals, CCTV, intercoms, alarms, lightning protection, automatic doors and gates, HVAC, commercial gas, and fire systems such as AOVs, dry risers, sprinklers, and firefighting equipment. Lifting equipment and passenger lifts are included, as well as water systems like pumps, outlets, sewerage, and tank chlorination, enabling teams to record hazards and actions for compliance.
by Stephen Greenwood, from the Community
Downloads: 10+
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Template
Fexco Essential Property Information
Use this checklist to capture essential property information across access details, utilities isolation points, CCTV, lifts, gates, roof access, and gutter maintenance. Document fire safety systems including panels, emergency lighting, smoke vents, extinguishers, risers, hose reels, sprinklers, and passive fire protection. Record water hygiene assets, communal heating, lightning conductors, and building composition such as height and cladding. Ideal for facilities and property managers conducting site audits and compliance checks.
by Richard Dempsey, from the Community
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Site Survey - Initial Visit Checklist

About author

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First Property and Site Audit Checklist

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First Property and Site Audit Checklist

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