Information to record
Use these prompts to agree the record for your project. Keep the answers and their source references together; leave an unknown value explicit rather than filling it with an assumption.
- Commission history
- Describe the purpose and scope of earlier work.
- Source files
- Identify the original records and issue versions.
- Method notes
- Retain measurement and assessment method references.
- Unresolved items
- List uncertainties, omissions and pending checks.
- Receiving review
- Record the recipient’s questions and next actions.
Checks for this task
- Keep original observations distinguishable from later interpretation.
- Check permissions and agreed sharing arrangements before transfer.
- Ask the receiving consultant to confirm which records require further inspection.
A worked example
Illustrative example, not a client case: A consultant receives a schedule with estimated heights and a separate photo archive. The handover explains the estimates and links image IDs, allowing the recipient to review limitations before preparing new advice.
Scope and limits
A file transfer does not imply professional endorsement, assignment of liability or automatic acceptance of earlier conclusions.
Use the worksheet
The download contains the prompts and checks above with space for your project notes. It is a plain text document you can edit in a text editor or copy into your project brief. It contains no client information and does not run calculations, import records or change an account.
Continue the workflow
Prepared by Canopy.