Documentation Pathways

Structured documentation pathways for reliable project records

EDIS organizes project documentation through client-facing pathways based on the purpose of the record, required review context, capture environment, delivery needs, and continuity requirements.

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Public Pathways

Four standard documentation pathways.

These pathways describe the public-facing documentation categories. Capture methods, access controls, validation requirements, and retention expectations are finalized during scope review.

Pathway 1

Baseline Visual Evidence

Clear, verifiable visual records for existing conditions, insurance reference, warranty documentation, pre-inspection support, and project baselines.

Used For

Existing condition records
Pre-inspection documentation
Insurance or warranty reference
Construction and property baselines
Before/after comparison support

May Include

High-resolution visual records
Geo-tagged and timestamped files where applicable
Structured digital archive
Branded PDF photo summary

Does Not Include

Interpretation
Measurements
Maps
3D models
Engineering conclusions

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Pathway 2

Inspection Documentation

Inspection-ready visual documentation organized for review, reporting, and stakeholder communication.

Used For

Facility or asset condition review
Construction progress documentation
Maintenance records
Contractor coordination
Engineering review support

May Include

Annotated images
Points of interest
Directional context
Inspection-ready PDF report
Expanded capture parameters

Does Not Include

Engineering conclusions
Licensed inspection certification
Survey-grade outputs
Regulatory approval

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Pathway 3

Mapping & Spatial Records

Geo-referenced documentation used to support site planning, coordination, surface condition tracking, and spatial reference.

Used For

Site planning
Construction layout reference
Orthomosaic documentation
Spatial coordination
Surface condition tracking

May Include

Orthomosaic maps
Geo-referenced imagery
Declared accuracy class
Branded map layouts
Optional basic reference measurements

Does Not Include

Licensed land surveying
Boundary determination
Engineering validation

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Pathway 4

3D & Point-Cloud Documentation

Navigable spatial records and model-based documentation used for complex assets, facilities, and long-term reference.

Used For

Industrial assets
Vertical structures
Interior/exterior facility records
Digital reference models
Long-term spatial archive

May Include

Photogrammetry models
LiDAR / point-cloud outputs
E57 / LAS / LAZ or equivalent files
Online or offline model viewers
Annotated still exports
Declared capture method and device summary

Does Not Include

Survey certification
Structural sign-off
Design authority
Engineering approval

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Chain-of-Custody Controls

Continuity from authorization through delivery and archive.

Chain-of-Custody controls document authorization, handling, transfer, controlled delivery, and archive continuity. Baseline custody controls apply to all EDIS records, with enhanced controls added when scope requires them.

QCM Validation

Independent validation before release.

Quality control validation confirms technical usability, scope alignment, custody continuity, and delivery readiness before records are released to stakeholders.

Secure Delivery & Continuity

Controlled access, retention planning, and long-term reference.

Delivery, access, retention, and archive expectations are defined during scope review so documentation remains useful after site conditions change.

Need enhanced custody, audit support, or dispute-ready records?

Some projects require additional controls beyond the standard documentation pathways. When needed, EDIS may recommend Evidence Elevation for enhanced custody governance, secure access, audit readiness, insurance/dispute support, or long-term evidentiary continuity.

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