Records that keep up with the work

For groundworks, civil engineering, tunnelling and specialist contractors, and the main contractors they work with. Site, office and commercial teams work from one account of what was done, where, when and with what.

01On record

What has to be on record

Most of these records exist somewhere: in a notebook, a camera roll or a spreadsheet. The problem is when they are made and where they end up.

  • Daily diaries and allocation sheets

    The daily diary is completed from memory at the end of the week, or kept in a notebook in the cab and never typed up.

    Knock-on

    When a question comes up about a delay or extra work, the record of that day is thin or missing.

  • Labour and plant returns

    Allocation sheets and returns are filled in on paper, keyed into a spreadsheet, then keyed again into payroll, hire records or accounts.

    Knock-on

    The same hours exist in three places, and they do not always agree.

  • Permits, inspections and checks

    Permits to dig, excavation inspections and pre-pour checks sit on different forms, filled in to different standards.

    Knock-on

    The office cannot see at a glance what has been checked, by whom and when.

  • Photographs of hidden works

    Pipe on its bedding, formation before concrete, services exposed in the dig: the photographs stay in camera rolls and group chats without a job, location or date.

    Knock-on

    Once the work is backfilled or covered, the photograph is the record of it, if it can be found.

  • Records for valuations and variations

    Quantities, instructions and notes about changed conditions are requested from site when the valuation or application is being prepared.

    Knock-on

    Details are pieced together weeks after the event, once the gang has moved on.

  • As-built and handover information

    As-built details, test records and certificates are gathered once the job is finished, from whoever still has them.

    Knock-on

    Closing out the job drags on, and gaps are hard to fill after the event.

02First workflow

First workflow: the daily site record

One record of the day, made once on site and reused by the office and the commercial team.

  • Site team

    One record of the day’s work on a phone or tablet, in place of a diary, an allocation sheet and a separate photo upload. Photographs are taken inside the record, so they carry the job, date and location.

  • Office and operations

    Records arrive soon after the work, in a consistent format. A missing photograph or unsigned check is picked up while the gang is still near the job, and hours are reused for payroll, hire and cost reports.

  • Commercial team

    Quantities, notes and photographs found by job and date, instead of requested from site. Changed conditions are recorded on the day, ready for review.

Subcontractors can produce the returns each main contractor asks for from their own records, rather than filling in the same information twice. What is possible depends on what each main contractor accepts, and that is checked rather than assumed.

Records support decisions. They do not make them.

What a valuation, application or variation submission needs is set by the contract terms and your client. Better records give the commercial team more to work from; the judgement and the submission stay with them.

Other places to start: handover packs connecting systems

03Example

One unexpected duct, followed through

An illustrative example on a fictional job. It follows one note made in the trench until it reaches the commercial team, with its supporting records attached.

  1. Tue 14 May · On site

    Found in the trench

    Gang 3 are laying 22 m of service pipe on Station Road when they find an existing duct 8 m along the trench. They hand dig around it, photograph the duct and the hand dig, and note its position in the day’s record.

  2. 16:42 · Submitted

    Sent to the office

    The record reaches the office with the task, the crew, 5 photographs and the note about the duct. Nobody in the office has to type it up.

  3. Next morning · Office check

    Checked and flagged

    The completeness check shows the reinstatement photograph is missing, so it is requested while the gang is still nearby. The duct note is flagged for the commercial team.

  4. Period end · Commercial review

    Ready for review

    When the next valuation is being prepared, the commercial team sees the quantities for the job alongside the duct note and the two photographs of the hand dig. Whether the extra work is raised, and how, is their decision under the contract terms.

Steps 1–2 · The site record

Site recordJOB 2417 · TUE 14 MAY
  • TaskExcavate, lay and connect 22 m of 63 mm service pipe
  • CrewGang 3
  • Photographs5 attached
  • IMG_0412 · Trench open
  • IMG_0413 · Existing duct at 8 m
  • IMG_0414 · Hand dig around duct
  • + 2 more

Existing duct found at 8 m. Hand dug around it and recorded its position.

Submitted from site 16:42Sent to office

Step 4 · The commercial view

Records for commercial reviewJOB 2417
  • Service pipe laid22 m
  • Connection made1
  • Surface reinstated6.5 m²
  • Hand dig around existing ductNote and 2 photos
Duct note flagged by the officeFor review

ExampleIllustrative workflow using fictional data. The final solution is scoped around your process and systems.

See the full job pack example Watch hidden works go on record, in 3D

Next step

Which record takes the most chasing?

Tell us about one process: daily diaries, labour and plant returns, photographs, handover information or re-keying between systems. We will talk it through and suggest a sensible next step.

Prefer email? hello@oneinfra.co.uk