1. Before the visit
- Asset list / scope agreedWhat is in scope today — and what is explicitly out.
- Access & isolation plannedYou can actually see and work on what you will sign for.
- Competency / authorisation clearWho is assessing, and under whose process.
2. On the asset
- Identity lockedAsset ID, location, enough detail to find it again.
- Finding captured with evidenceNote + photo (or measurement) while still with the machine.
- Duty / requirement namedMapped to the right regime (e.g. PUWER) — not vague “issue.”
- Priority / risk languageEnough for someone else to decide what comes first.
- Action drafted for a strangerOwner, what “done” looks like, timing.
- Honest gapsNot verified / not accessible — recorded as such.
3. Before the report leaves you
- Report matches the visitNo orphan photos, no findings without actions (where required).
- Action list exportable / clearClient or internal owner can work it without a call.
- Assessor + date visibleTrail of who did the work.
- Review / sign-off doneIf your process needs it — completed before issue.
4. Red flags (fix before send)
- Camera-roll archaeology
Photos not tied to the asset in the record.
- Sunday-night rewrite
Report language that could not have come from the capture.
- Same defect, three wordings
No consistent mapping — QA will bounce it.
How Ardie helps
Less dropdown tax on capture, consistent regulation mapping, and automatic reports / action lists from the review — so audit-ready is the default, not a second project. Turnkey SaaS or integrated into what you already run.
Practical checklist only — confirm duties against current HSE guidance and your organisation’s procedures.