1. Tell us what is happening
We ask about the business, premises, recent changes and the question behind your enquiry. We agree access, records and deliverables before the visit.
Our process
A useful report starts with seeing the work.
We make the scope clear at the start and separate what we observed from records we were shown and matters needing specialist follow-up. The blank example below shows the report fields.
Our process
2. Review the site and records
We walk the agreed areas, speak to the right people and compare documented controls with everyday practice. Urgent concerns are raised during the visit.
3. Act on the findings
You receive an evidence-linked action list with priorities, owners and dates. A separately agreed assessment document records the relevant findings and limits. We can revisit to check the actual evidence of completed actions.
Blank report illustration
What a site review report contains
Blank illustration only: this is not a completed client report or an assessment of any premises. The actual scope and evidence decide the content.
- Agreed scope
- [Activities, areas, records and exclusions agreed before the visit]
- What was checked
- [Observed sample or record seen, with its evidence ID]
- Not verified
- [Area not accessed, record not supplied or point still disputed]
- Report control
- [Assessor review, issue date and version]
Action record
On a narrow screen, swipe across the table to read every column.
| Finding ID | Evidence source | Next action | Owner and due date | Status |
|---|---|---|---|---|
| [ID] | [Observation / record seen / client statement; evidence ID] | [Specific action or specialist referral] | [Responsible person / date] | [Open / received / verified / unresolved] |
A received update is not automatically verified. A follow-up records the new evidence, who checked it, when and how, the decision and the next step.
This site visit and action record does not replace a separately scoped fire risk assessment, food safety system or health and safety assessment. Those require their own suitable work and assessor review.
Discuss your site