Surveyors
Survey visit and document handoff: planning checklist
Coordinate fieldwork, property records and survey deliverables in one place. Use this guide before a new assignment, then return to it when the scope or schedule changes. Confirm the details with your client and record who owns the next step.
On this page
Build a useful job brief
Use these questions during intake. Record the answers, the person responsible and any unresolved decision in the job record before confirming the next step.
- 1
What deliverable and property identifiers are required?
- 2
Which existing plans, access permissions and site constraints are available?
- 3
How will the signed deliverable, version and permitted recipients be recorded?
Job management
Capture the property identifier, requested deliverable and agreed scope before the field visit. Record site-access arrangements and the client contact. Keep any missing reference material visible so the team can resolve it before scheduling dependent work.
Explore this toolFiles & documents
Keep plans, client-supplied records and field documents attached to the assignment. Label revisions clearly and identify the source of each file. Professional measurements and boundary conclusions remain with the surveyor; Azyba organizes the surrounding records.
Explore this toolClient portal
Share the agreed deliverable with authorized recipients and record any clarification requested. Confirm whether a later request is a revision or a new assignment. Keep that decision with the client history to avoid an ambiguous handoff.
Explore this toolBefore you hand off the work
Adapt this operational checklist to your agreed scope and professional requirements.
Put the plan into practice
Start with one client record and one clearly scoped job. Link the service address, relevant files and agreed next action. Review the plan with the assigned teammate before the first visit, and update the record when the client approves a change.
