Gather owner documents
Collect plans, filings, maintenance plans, service and pumping receipts, inspection reports, repair records and transaction documents.
Property record
Organize filings, plans, components, service history, alterations and unknowns without opening or entering system components.
Decision file
Collect plans, filings, maintenance plans, service and pumping receipts, inspection reports, repair records and transaction documents.
Use the property address and current provincial, health-authority and local-government routes; record source and checked date.
Mark only known or safely visible tank, treatment, alarm, pump and dispersal references plus buildings, access and wells.
Record date, provider role, purpose, components visited, work performed, observations, recommendations and document received.
Add renovations, occupancy changes, landscaping, drainage, paving, wells or additions that may affect future questions.
Do not treat a missing record as proof. List components, locations, condition, capacity and filing status that require qualified confirmation.
Index every filing, plan, permit, service invoice, pump record and owner sketch by date, author and system version. Mark conflicts and uncertain documents so an old plan is not mistaken for proof of the current installed arrangement.
From records and safe surface observations, mark the likely tank, treatment, pump, distribution and dispersal areas without opening lids or probing soil. Use an unknown symbol wherever location or component type has not been confirmed.
Prepare a list of missing locations, alterations, occupancy changes and maintenance gaps for the appropriate authorized person or service professional. Record the method used to confirm components and update the property file with dated findings.
Create an index separating proposed plans, accepted filings, as-built information, service documents, invoices, owner sketches and new qualified findings. Use one component map with evidence codes for confirmed, probable and unknown locations, then add buildings, wells, watercourses, slopes and vehicle routes. Record alterations and occupancy changes with sources. Preserve conflicts rather than choosing the most convenient drawing. The file should support safer access and better questions while clearly avoiding claims about capacity, condition, setbacks or compliance that the documents and current qualified review have not established.
Primary references
Links checked in the approved research packet on August 26, 2026. Applicability still depends on the property and proposed scope.