What is a setting-out record?
It records checks made when transferring the project onto the site: reference points, axes, levels and conditions affecting the start. It identifies what was checked, which drawings were used and which differences remain unresolved. It is not simply a statement of intent or automatic permission to build.
When to use this document
- When checking the setting out against the project drawings.
- When differences in levels, alignments or site conditions arise.
- Before recording the agreed conditions for starting the works.
What to include in a setting-out record
- Project and site identification, with the current drawing revision.
- Check date and participants with their roles.
- Axes, alignments, levels and reference points actually checked.
- Observed site availability and conditions within the scope of the check.
- Specific discrepancies, reservations or obstacles, with supporting photos or sketches.
- Decisions by competent parties, outstanding points and appropriate signatures.
How to prepare the setting-out record
- 1
Identify the current drawings
Record the reference and revision. An outdated drawing makes the scope of the check unclear.
- 2
Record each check
Describe the point measured and its project reference. Separate verified data from items still awaiting confirmation.
- 3
Explain discrepancies
Locate each issue and its possible effect on the start. Do not turn an unresolved difference into blanket approval.
- 4
Review decisions and signatories
Check conclusions with the competent team and the applicable procedure. The draft cannot authorise the start on its own.
Common mistakes
- Assuming all contracts use the same setting-out procedure.
- Copying a compliance statement while omitting reservations.
- Leaving out the drawing revision or the precise location of a discrepancy.
Content example
Check
Axes A–C are reviewed against setting-out drawing R-02 provided by the team.
Issue
A difference is observed in the entrance reference level. Pending verification by the supervising professional.
Decision
The supervisor will confirm the level before the entrance works proceed.
Fictional, shortened example. Not a valid document for signature or certification.
What to check in Spain
For building works covered by Spain's LOE, articles 11–13 assign signing duties for the setting-out or start record to the agents identified there. Public works contracts have a specific checking procedure under article 237 of the LCSP. Do not automatically apply public procurement rules to a private project.
References to check
Practical guidance from DocuSite. Not an official form or a substitute for review by the responsible professional or the requirements applicable to your project.