Describe the system and protocol. Makeform creates a checklist for sources, treatment, storage, distribution, records, findings, and follow-up.
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Sample prompts for the builder
Choose a scenario, adapt it to your program, and review it before field use.
Audience
Environmental health inspectors surveying a community system
Format
Mobile checklist with section findings and action log
Prompt size
351 chars
Example checklist structure
Mobile checklist with section findings and action log
System, operator, visit, and source details
Source, treatment, storage, and distribution checks
Finding status and field notes
Photos of observed conditions
Owner, target date, and follow-up status
Suggested routing tags
No action noted
Corrective action
Follow-up visit
Give every finding a status, location, evidence, owner, and target date.
Step 1
Identify
system, source, facility, contacts, and survey scope
Step 2
Observe
conditions, processes, records, and operator practices
Step 3
Document
status, location, notes, photos, and evidence source
Step 4
Follow up
priority, owner, target date, and verification status
Built for field findings
Connect every observation to an asset, evidence source, and follow-up item so the visit does not become one long notes page.
Reuse acceptable, observation, corrective action, urgent follow-up, and not applicable so results stay sortable.
Ask the source type first, then show only matching well, intake, treatment, storage, or distribution sections.
Link findings to location, photo, priority, owner, target date, and verification status.
Survey scenarios
Start with the closest scenario, then apply your organization's questions, statuses, and review intervals.
Review source, treatment, storage, distribution, operations, records, emergencies, and earlier findings.
Focus on casing, seals, drainage, flood exposure, nearby hazards, pump house, pressure equipment, and sampling access.
Follow the process sequence while separating observations, records, interviews, and unavailable evidence.
Map source, tank, treatment, fixture, cross-connection, and procedure findings to buildings or rooms.
Checklist workflow
Generate from your existing protocol, then test the draft against a real route through the system.
Name source types, treatment steps, assets, records, ratings, follow-up details, and local terminology.
Remove irrelevant items, add assets, require adverse-status notes, and reveal conditional subsections.
Preview on a field device and test navigation, multiple photos, precise locations, and repeated findings.
Route submissions for internal review while keeping any required formal reporting process separate.
Field format comparison
A structured checklist keeps each observation attached to its asset, evidence, and follow-up item.
Field guide
Use these six sections, then apply the relevant system type, procedure, and review process.
Survey identity
Record the system, facilities, participants, purpose, and available information. Keep direct observations separate from records and interviews.
Source protection
Organize checks by well, spring, or intake. Tie casing, cap, fence, drainage, and surrounding-condition findings to a source.
Treatment & controls
Follow process order. Separate equipment observations from log values so reviewers know each evidence source.
Storage & distribution
Give storage and distribution findings asset names and locations. Include only the system detail the survey needs.
Operations & records
Mark whether evidence was observed, record-reviewed, interview-only, or unavailable. Add record periods and document names.
Findings & follow-up
Use repeatable finding entries with condition, location, evidence, priority, and next-step owner.
Related tools
Keep broader environmental, equipment, maintenance, and follow-up records separate when needed.
Record environmental concerns outside the water-system survey scope.
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Open toolFAQ
Practical answers for inspectors and program staff designing a consistent field form.
A sanitary survey checklist records observations about a water system's sources, treatment, storage, distribution, operations, records, and follow-up needs. Its scope and terminology depend on the system and surveying organization.
Include system identity, scope, source protection, treatment, storage, distribution, operations, records, and a findings register. Mark direct observations, reviewed records, interviews, and unavailable evidence distinctly.
Use a defined set such as acceptable, observation, corrective action, urgent follow-up, and not applicable. Define each choice, require comments for adverse statuses, and apply your program's language.
Yes. Ask for source and treatment types first, then conditionally show well, intake, treatment, storage, or distribution sections. Retain shared identity, operations, findings, and follow-up fields.
Yes. Put uploads beside the relevant asset or finding. Require a location and caption for photos; add record names, date ranges, and evidence types for documents.
Record category, asset, factual description, evidence, priority, responsible person, target date, and status. Add verification notes later, and use any separately required notification or reporting process.
Yes. Makeform offers unlimited free forms and responses. Generate, edit, publish, and use the checklist without a response cap; the paid tier removes the Makeform badge. Review the draft before field use.
No. It organizes questions and evidence but does not set scope, decide findings, or replace qualified review. Compare the draft with current procedures and test it before deployment.
Bring structure to the next site visit.
