Planning the Inspection
A useful inspection is planned before anyone arrives on site. Paul reviews the documents first so he knows what the work was supposed to be and which areas are in dispute. He works with counsel on the logistics: access, occupants, other parties and their experts, and whether any removal of finishes is permitted. In litigation, inspections are often governed by an agreed protocol or court order, and Paul works within it.
On Site
During the inspection Paul examines the installed work and records what he sees. Typical steps include:
- OverviewGeneral photographs of each area to establish context and orientation.
- Condition by conditionClose-up photographs of each condition, with a reference so its location and scale are clear.
- Location recordNotes tying each photograph to a room, elevation, gridline or plan location.
- Comparison pointsObservations of the same item where it was installed correctly, if such locations exist, for comparison.
- Field notesWritten notes that separate Paul's observations from statements made by others on site.
Where inspection tools are used, such as levels, straightedges or moisture meters, their use is recorded in the notes.
Joint Inspections and Destructive Openings
In many cases, experts for several parties attend the same inspection. Joint inspections save cost and reduce disputes about what was seen. Paul conducts himself professionally with other experts, records his own observations, and does not disturb conditions without agreement. Where finishes must be opened to see concealed work, the openings should be agreed in advance, documented before and after, and preserved as the protocol requires.
When Conditions Have Changed
Sometimes the site has already been repaired, altered or demolished. In those cases the inspection may be limited to what remains, and much of the analysis relies on earlier photographs, repair records and removed materials. Paul's report states clearly which conditions he observed himself and which he relied on from other sources. See evidence and document review for how those sources are evaluated.
After the Inspection
After the site visit, Paul organizes the photographs and notes into a record keyed to the plans. That record supports the written report, and it is also useful to counsel during mediation, because it lets the parties look at the same conditions and talk about specific items instead of general complaints. Where conditions are expected to change, such as before scheduled repairs, early documentation preserves evidence that may not be available later.