What are condition surveys?
Condition surveys let you record the physical condition of buildings and spaces across a site, grade findings, and link them directly to work orders for remediation. Each survey is scoped to a single site and ties its coverage, rows, and follow-up actions to the premises locations and assets already set up in your organization.
What a survey covers
A survey covers the buildings and spaces you select, drawn from the premises locations in your site. When you add coverage, you choose which locations to inspect. Within each location you can record findings on specific elements, sub-elements, or assets.
Findings and rows
Each finding is stored as a row on the survey. A row must reference a premises location, and it may optionally reference an asset. Rows can include a grade, priority rating, quantity, unit, basis of assessment, and notes. Rows can also be linked to work orders so that graded issues move straight into your maintenance workflow.
Survey standards
Your site can use one of two standards for new surveys. The standard is set in Settings > Options under Condition Survey Standard and only affects surveys created after the change.
Uncontrolled lets users type element, sub-element, and construction type as free text.
DfE Condition Data Collection uses a fixed catalog with predefined choices. Grades are A, B, C, D, priority ratings are 1, 2, 3, 4, and grade flag X is allowed on grades B and C.
Existing surveys keep the standard they were created with.
Survey lifecycle
A survey starts in Open status. While open, you can add coverage, record findings, and create or detach work orders. When the survey is finished, it can be marked Complete. Completed surveys remain available for reference and audit.
Who can access condition surveys
Condition surveys are available under Premises for users who have the view-condition-survey premises permission and whose organization has the condition-surveys feature enabled.