> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trurisk.io/llms.txt
> Use this file to discover all available pages before exploring further.

# The survey record

> An overview of the survey record in TruRisk, including tabs and survey details.

The survey record is where engineers capture and manage all findings for a specific site visit — documents, recommendations, COPE data, loss estimates, and the audit trail. You land here after creating a survey or clicking one from the site's Surveys tab.

## 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

<AccordionGroup>
  <Accordion title="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).
  </Accordion>

  <Accordion title="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](/recommendations) for detail on creating and managing recommendations.
  </Accordion>

  <Accordion title="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](/cope) for detail on completing COPE data.
  </Accordion>

  <Accordion title="Loss Estimate">
    Loss estimates associated with this survey. Add and manage estimates of potential loss before and after recommendations are completed.
  </Accordion>

  <Accordion title="Change Log">
    A full audit trail of all changes made to this survey record.
  </Accordion>
</AccordionGroup>

## 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      |

For a full explanation of survey statuses and what each stage means, see [Survey statuses](/overview-of-surveys-and-statuses).