What to check
- asset and location identifiers.
- contracts, work orders and approvals.
- test, inspection and completion evidence.
- defects, actions and controlled document versions.
Plan the next decision
Define retention and access by record purpose, privacy and legal need. Keep a usable audit trail without collecting irrelevant personal or confidential information.
Define the person who can authorise work, the access conditions and the outcome required. Where the subject affects safety, security or compliance, use the competent assessment and premises-specific information required for that system.
Records and follow-up
Keep the instruction, findings, action taken, completion evidence and any open recommendation with its owner and due date.
Related work
Use the relevant commercial route, browse maintenance and contact the responsible business with the site-specific requirement.
Source
See current official guidance. Apply it to the actual premises and recheck current requirements before relying on time-sensitive details.
Frequently asked questions
Which records need to stay connected?
Link asset information, inspection and maintenance reports, defects and remedial work. Keep relevant drawings and operating information accessible to the responsible team.
What should happen when a building changes manager?
Agree a handover of current records, open actions and access permissions, with a named owner for missing information.
