Checklists · Drainage
Drainage Record Keeping Planning Checklist
Help an owner design a drainage record that stays readable over time and can be handed to a qualified professional, keeping observation clearly separated from anything the owner has concluded.
7 sections · 41 planning prompts · educational owner-side preparation
https://www.builddesignhub.com/checklists/drainage-and-site-discussion/drainage-record-keeping-planning · Build Design Hub — educational planning resource. Requirements vary by project and location.
Scope
What this checklist covers
The preparation ground these prompts walk through.
- Deciding who the record is for and what question it should help answer
- The fields worth capturing on every single entry
- Photograph and video habits that survive being filed away
- The base sketch that every other note refers back to
- Holding on to what professionals and organisations have produced
- Keeping observation apart from your own interpretation of it
Audience
Who this checklist is for
- Owners with a recurring water problem and no written history of it
- People asked by a professional to keep notes before a further visit
- Owners preparing a property for sale where drainage has been queried
- Anyone holding drainage paperwork scattered across several places
Timing
When to use it
- Setting up an observation log that stays consistent over a long period
- Deciding what every entry should contain before you start making them
- Establishing photograph habits that allow occasions to be compared
- Filing reports, plans and correspondence where they can be found again
- Preparing a record that a future owner could still make sense of
Limits
When it is not sufficient
This is general planning preparation. These situations need a qualified professional, and often the relevant authority.
- Working out what a set of observations means or what is causing them
- Establishing what runs below ground, or the condition of anything there
- Deciding what work should follow from anything the record shows
- Replacing a survey, a report or advice from a qualified professional
The checklist
Work through the sections
Tick the boxes on paper or on screen — nothing is stored, so print the page if you want to keep your marks.
1.Deciding what the record is for and who will read it
A record kept without a stated purpose becomes a photograph collection nobody can use. Settle these points before the first entry is made.
Decide who the record is being kept for, whether a drainage professional, a designer, an enquiry or a future owner, and write that at the front of it.
A record kept for a professional visit looks different from one kept for an enquiry, and trying to serve everybody usually serves nobody.
Write down the question the record is meant to help answer, such as where water gathers, whether something is worsening, or what changed and when.
The stated question is what keeps entries relevant once the initial alarm has faded and note taking becomes a chore.
Decide which parts of the property the record covers, and note any area deliberately excluded rather than leaving it ambiguous.
An unstated boundary in a record gets read as an absence of problems, which is rarely what the writer meant.
Decide that recording continues beyond the immediate problem, and note what would prompt you to stop keeping it up.
Most drainage records stop the moment the symptom stops, removing the comparison that would make the next occurrence readable.
Choose a single place where every drainage note, photograph and document lives, and stop keeping any of it anywhere else.
Split records are the normal state of affairs and the usual reason a professional is handed a fraction of what exists.
Keep the record in a plain form you could hand to somebody else without having to explain your own shorthand.
A record is preparation material; what it shows about a drainage system is for a qualified professional to interpret.
2.The fields worth capturing every single time
Consistency is what turns scattered incidents into something readable. Decide the fields once and use the same ones on every entry.
Date every entry, including the ones recording that nothing happened, and note the time too wherever water behaviour changes between morning and evening.
Entries recording a dry occasion are what turn a pile of incidents into a pattern anybody else can read.
Record what the weather had been doing beforehand, separating steady rain over a long spell from a short intense burst.
Preceding rainfall is the field owners most often leave out and the one professionals most often ask about first.
Use the same name for the same place every time, taken from your sketch, rather than describing each location afresh in every entry.
Inconsistent naming makes a long record unreadable, including to the person who originally wrote it.
Describe how far water spread and how deep it looked in ordinary comparative terms, such as against a known step or the edge of a paving unit.
Avoid presenting an estimate as a measurement; any measured survey work belongs with qualified professionals.
Note how the water went, whether it ran towards something, soaked away where it stood, or was still sitting there when you next looked.
How water leaves is as informative as where it collects, and it is almost never written down by anybody.
Note anything happening inside the property at the time, such as heavy use of a fixture, where a symptom might involve foul drainage.
Whether a symptom involves foul or surface drainage is for a qualified professional to establish; simply record what coincided.
3.Photograph and video habits that survive being filed
Most owner photographs of water become unusable within a short time, for reasons that are entirely avoidable at the moment of taking them.
Photograph each recurring problem place from the same standing position every time, and write down where that position is.
Repeat images from one viewpoint make change obvious in a way that varied angles never manage.
Include a fixed object such as a step, a post or a doorway in every frame, so extent can be compared between one occasion and another.
Water photographed against grass alone gives no sense of scale or place to anybody who was not standing there.
Rename or caption each image as soon as it is taken, using the place name from your sketch together with the date.
Unlabelled drainage photographs become unplaceable very quickly, even for the person who took them.
Take a short video wherever water is actually moving, panning slowly from where it arrives to where it goes.
Direction of flow is awkward to describe and immediately obvious on film, and it is what most professionals ask about first.
Photograph what is left once the water has gone, including silt lines, staining, flattened growth and debris caught against edges.
The marks left behind record how far water reached on occasions when nobody was there to watch it happen.
Photograph conditions exactly as they are, and avoid clearing, sweeping or moving anything to make a picture read better.
Leave gratings, gullies and covers as found; clearing and lifting belong with qualified professionals.
4.The plot sketch that everything else refers back to
One drawing holds a long record together. It does not need to be accurate to be useful, but it does need to stay the same.
Draw one simple plan of the plot and use it as the reference for every entry, rather than sketching something new each time.
A single base plan is what lets a long record read as one story instead of a series of unrelated notes.
Give each problem place, gully, cover and downpipe a short name on the sketch, and use those names in every note afterwards.
Names beat descriptions, and they are what makes a record searchable and quotable by somebody else.
Mark the features that will not move, such as building corners, the boundary, steps and mature trees, before adding anything else.
Fixed features are what allow another person to place your observations without you standing beside them.
Mark anything you believe runs below ground with a clear indication that it is unconfirmed, rather than drawing it as though it were established.
Only a qualified drainage professional can establish what runs below ground; an owner sketch shows belief, not layout.
Keep earlier versions of the sketch when you revise it, dating each one instead of drawing over the top of the last.
The change between versions is often the most useful thing in the file when somebody asks what altered and when.
5.Holding on to what other people have produced
Reports, plans and correspondence go missing between the moment they arrive and the moment they matter. Filing them is entirely an owner job.
Keep every report, plan, image set and note received from anybody who has looked at the drainage, in the form it originally arrived in.
Summaries lose exactly the detail a later professional needs, and the originals are rarely retrievable afterwards.
Record who attended, in what role and what they were asked to look at, filed alongside whatever they produced.
A finding without its remit attached is nearly impossible to weigh properly at any later point.
File correspondence with the local authority or the drainage undertaker together with any reference given, alongside your own notes.
Anything about responsibility, connections or discharges stays with the relevant authority or drainage undertaker to answer.
Record any work carried out on the drainage, including routine clearing, and note what was reported at the time as having been found.
The history of what has been done is usually the quickest route to understanding a symptom that keeps returning.
Keep the technical findings in a file you would be comfortable sharing with anybody, and hold arrangements with contractors separately from it.
Being able to hand over the technical file freely makes second opinions and record enquiries far simpler to arrange.
List what you know exists but do not hold, such as a plan referred to inside a report, and note who is likely to hold it.
A stated gap gets chased eventually, while an unnoticed one is discovered at the least convenient moment.
6.Keeping what you saw apart from what you concluded
The most damaging thing in an owner record is a guess written down as though it were an observation. Structure the record to prevent it.
Keep what you observed and what you think it means physically apart in the record, whether by column, by heading or on separate pages.
Once the two blend, a professional cannot tell which part is evidence and which part is your reading of it.
Attribute anything you did not see yourself to whoever told you, with the date, and mark it clearly as reported information.
Reported information is useful context and turns misleading the moment it starts reading like a first hand observation.
Avoid writing a cause into your notes, such as calling something a blocked drain or a failed soakaway, when what you actually saw was standing water.
Naming a cause is a professional judgement, and recording it as fact misleads everybody who reads the file afterwards.
Record the occasions when heavy rain produced no problem at all, since these limit what any eventual explanation can be.
Counter examples are among the most valuable entries in a drainage record and almost nobody thinks to write them down.
Where you are unsure what you saw, write that down as uncertainty rather than quietly choosing the more likely version.
A hedged entry stays useful, while a confidently wrong one steers an entire investigation in the wrong direction.
Keep any summary you write descriptive, and leave the conclusion to whoever is qualified to draw one from it.
Conclusions about drainage, and any decision about what should follow, belong with qualified professionals.
7.Keeping the record alive and handing it on
Records fail through inconsistency rather than effort. A few habits keep one usable for whoever needs it next, including a future owner.
Decide what prompts a new entry, such as heavy rain, a symptom appearing or work happening nearby, and then follow it consistently.
A simple trigger fixes most of the inconsistency that quietly ruins otherwise well started records.
Reread the whole record from time to time and note any pattern you think you can see, marking it plainly as your own reading.
Patterns only appear on a reread, and they are usually what tells you it is time to involve somebody qualified.
Keep a copy of the record somewhere other than the device it lives on, including the photographs and any video.
Ask whoever will use the record what form suits them, since a professional may want original images rather than shared copies.
Prepare a short factual summary to hand over whenever a professional attends, with the full record available behind it.
A visiting professional will not read a long file on the doorstep but will read a page and then ask for the rest.
Give the record to anybody designing or building on the site, and note who received it and when they received it.
Drainage findings routinely fail to reach whoever is designing over the top of them; ask the professional to confirm they have seen it.
Decide what happens to the record if the property changes hands, and keep it in a form somebody unconnected could follow.
A drainage record is one of the few things about a property that a new owner genuinely cannot reconstruct for themselves.
Preparation
Documents and information to gather
Having these to hand usually makes the first conversation shorter and more useful.
- A dated observation log using one consistent entry format throughout
- A single base sketch of the plot with each feature given a short name
- Labelled photographs and short videos filed against place names and dates
- Reports, plans and notes received from anybody who has looked at the drainage
- Correspondence with the local authority or the drainage undertaker, with references
- A list of documents known to exist but not held, and who is likely to hold them
Records
Decisions to record before work begins
Write these down in your own words, with the date, so everyone is working from the same version.
- Who the record is being kept for and what question it should help answer
- Which areas of the property the record covers and which it deliberately excludes
- What prompts a new entry, and who in the household is responsible for making it
- Where the single copy lives and where the second copy is kept
- Who receives the record, in what form, and what happens on a change of ownership
Professional review
Questions to discuss with qualified professionals
Bring these to the relevant qualified professional, supplier or authority. Requirements vary by project and location.
- Which fields should every entry carry so the log stays usable to you later?
- In what form do you prefer photographs and video, and what gets lost in sharing?
- Which of my entries are useful, and which are recording the wrong thing?
- What would tell you that an observation record has run long enough to be meaningful?
- What should I avoid doing to the site while I am recording it?
- Which parts of this record should go to the local authority or the drainage undertaker?
- What would you expect a record to show if this were worsening rather than stable?
- How should a record be handed over so that a future owner can still use it?
Blind spots
Commonly overlooked items
- The dry occasions never recorded, leaving nothing to compare the wet ones against
- Photographs taken from a different position each time, so nothing can be compared
- A cause written into an early note and quoted back as established fact ever after
- The base sketch revised over the top of itself, losing what it used to show
- Video of moving water never taken, leaving direction of flow described in words alone
- The whole record living on one device with no copy kept anywhere else
- A report held by a contractor and never obtained by the owner who asked for it
What this checklist does not do
- Keeping a record is preparation only; reading meaning into what it shows is for a qualified drainage professional.
- Nothing recorded here establishes what runs below ground, its condition, or whether anything may be connected to it.
- Do not lift covers, clear gullies or alter the site in order to improve a photograph or complete an entry.
- An owner record cannot show who looks after a run; that enquiry belongs with the local authority or the drainage undertaker.
More preparation
Related checklists
Inspiration
Related Ideas Library pages
Design directions to explore once the preparation is done.
Go deeper
Related Build Design Hub guides
Explanatory planning guidance behind the decisions on this page.
Drainage & Site Discussion Checklists
Observation and record-keeping checklists for water on site — what to watch, what to photograph, and the questions that belong with a drainage professional.
Browse all Drainage & Site checklists →