Create a condition survey
Start a new condition survey from the survey list, then give it a title, add coverage, and begin recording findings.
Before you start
Make sure your site has the condition survey standard you want. The standard is set in Settings > Options > Condition Survey Standard and only affects new surveys. See Choose condition survey standards for a site for details.
Create the survey
In the main navigation, open Premises and select Condition Surveys.
On the survey list, click New Condition Survey.
The system creates the survey and opens the detail page for title editing. Enter the survey title.
The new survey starts in Open status.
Add coverage
Click Add Coverage to select the buildings and spaces you want to inspect. Coverage is drawn from the premises locations already set up for your site. You can adjust coverage later with Edit Coverage. See What are condition surveys? for how coverage ties findings to locations.
Record findings
With coverage in place, open a location and add rows to record findings. Each row describes an element, sub-element, or asset, along with a grade, priority, and notes. See Edit condition survey rows for how to complete and update rows.
Mark the survey complete
When all findings are recorded and any linked work orders are in progress, change the survey status to Complete. Completed surveys remain available for reference and audit.