Agree
Confirm the purpose, scope, access and capture plan.
Working process
Scope before shutter.
The most important production decisions happen before site arrival: purpose, audience, access, coverage and privacy.
Capture
Create the dated site record and process the agreed outputs.
Review
Use a browser walkthrough, Mattertags, notes or the agreed issue register.
Assign
Track owners, priorities and status with the project team.
Update
Clarify visible conditions and follow up on agreed actions.
Issue
Deliver reviewed links and files with naming and retention agreed.
Timing follows the brief
Issue dates are agreed after the area, access, capture type, processing, review steps and delivery format are clear.
CAD and BIM timing also depends on source quality, area, complexity, requested LOD or detail, coordinate and tolerance requirements, and QA. The confirmed proposal or work order remains the delivery commitment.
For recurring programmes
Agree frequency, repeat viewpoints, naming, report structure, responsible contacts and the project stages that trigger extra coverage. Timelapse maintenance, Matterport hosting and media handover should also be stated.
Clear boundaries
Visual capture records what is accessible and visible at the agreed time. It can support claims review and measurement discussion, but it does not certify completion, quality or payment value.
Weather, site readiness, lighting, access restrictions and active work can affect coverage. Those constraints should be discussed before the visit.
Prepare the visit
A six-line brief is enough to begin.
Location, site type, audience, priority output, target window and the question the record needs to answer.