Header
The top of the record shows the survey name and the site and client it belongs to (“for [Site] of [Client]”). Two actions are always available:- Edit Survey — update survey details such as status, visit date, type, or assigned engineer
···menu — additional options including deleting the survey
Tabs
Survey Overview
Survey Overview
The default view. Shows:
- Documents — files attached to this survey. Use Add Document to upload reports, photos, or supporting materials.
- Recent Updates — a live feed of changes to this record.
- Survey Details — key survey information displayed in the right panel (see below).
Recommendations
Recommendations
All recommendations raised as part of this survey. Includes summary cards for Status, Priority, and Estimated Loss, plus a filterable table showing each recommendation’s risk level, priority, loss estimate, and status.See Recommendations for detail on creating and managing recommendations.
COPE
COPE
Construction, Occupancy, Protection, and Exposure data for the site. COPE captures the key physical and operational characteristics that underpin the risk assessment.See COPE for detail on completing COPE data.
Loss Estimate
Loss Estimate
Loss estimates associated with this survey. Add and manage estimates of potential loss before and after recommendations are completed.
Change Log
Change Log
A full audit trail of all changes made to this survey record.
Survey details panel
The right panel on Survey Overview surfaces key information at a glance.| Field | Description |
|---|---|
| Status | The current survey stage (e.g. Planning, Visit scheduled) |
| Visit Date | The date of the site visit |
| Assigned Engineer | The engineer responsible for the survey |
| Survey Company | The risk engineering company conducting the survey |
| Total Insured Value | The site’s total insured value at the time of survey |