Field Notes

The checklist hack every Building Surveyor needs

What are Review Sequences?

Review Sequences let you order checklist items around the way you actually assess a project. In the video, Scott shows how a simple prefix such as “1 - Initial Review” brings the first documents to the top, so the applicant knows what to provide before you open the file.

What does that help with?

  • Set a clear document order for builders and applicants.
  • Avoid starting a review before the essential information is ready.
  • Keep your attention on projects that are ready for professional assessment.
  • Create a repeatable audit trail around your own review process.

Watch the Review Sequences walkthrough

Watch the full video: https://www.youtube.com/watch?v=YpZdZcY56Uk

Information valid at time of publication.