The operational problem
A clear action list reduces retyping and keeps references consistent with the complete project report and later closeout evidence.
Large reports can hide the next action. A contractor action list narrows the handoff to open items while retaining the identifiers and evidence needed to find, price, complete, and verify each task.
Who this is for: Main contractors, subcontractors, trade supervisors, fit-out teams, contract administrators, and client representatives coordinating outstanding works.
What a reliable field record needs
Every item should be understandable without relying on the inspector’s memory. Keep the description factual, make the location findable, show enough photographic context, and write the required action as an outcome that can be checked. Responsibility and due dates make the register actionable; status and closeout evidence make it traceable.
| Stage | Useful output |
|---|---|
| Capture | Area, trade, owner, priority, status, date, notes, and photographs stay attached to one item. |
| Handoff | Generate a full report, a focused action list, or a CSV register from the project record. |
| Follow-up | Retain the original condition, add resolution notes and after evidence, and issue a closeout record. |
A three-stage workflow
Prepare
Capture all findings once in the project register.
Capture and review
Filter by status, trade, assignee, area, or the scope needed for the handoff.
Issue and close
Export the focused PDF or CSV and use the same item references during follow-up.
Field and report checklist
Adapt the checklist to your role, contract, jurisdiction, records policy, and the technical scope of the visit. SiteReportKit organises information; it does not confer inspection authority or make professional judgments for the user.
- Stable item references
- Area and location
- Evidence and annotation
- Required corrective action
- Responsible trade or assignee
- Due date and current status
Report quality checks before issue
- Confirm the title, author, date, site, client, scope, and intended recipient.
- Check that item references are unique and locations use one consistent hierarchy.
- Remove duplicates and split conditions that require different owners or closeout decisions.
- Verify captions, annotations, names, dates, status, and required actions against the field record.
- Open the exported PDF, XLSX, or CSV, inspect image legibility, page breaks, filters, and counts, then store the issued version under the project’s records process.