Survey Guidelines

On this web-site you can download the survey guidelines we use at Redefined Horizons. These guidelines are a work-in-progress. They aren’t perfect. They aren’t a good fit for every surveying organization. However, they are a good place to get inspiration for your own survey guidelines.

Each survey guidelines have 4 primary parts:

1. Written Guidlines
2. Workflows
3. Examples
4. Templates

Not all guidelines will have all 4 primary parts. (For Example: Simpler guidelines may only have the first element.)

If you are interested in survey guidelines, you should also check out the Caltrans Survey Manual and the book Checklist Manifesto.

If you want to help develop and maintain these guidelines, please contact us and volunteer.

Field Surveying Guidelines

General Field Surveying Guidelines

• Field Note Guidelines
• Field Photo Guidelines

Field Package Guidelines

• Field Package Written Guidelines
• Field Package Prep Checklist – Page 1
• Field Package Prep Checklist – Page 2
• Field Package Road Safety Checklist
• Field Package Prep Workflow
• Survey Notice Template
• Field Survey Assignment Template

Survey Guidelines By Field Survey Type

Boundary Surveys

• Boundary Survey Written Guidelines

Building Surveys

• Building Survey Written Guidelines
• Building Survey Diagram 1
• Building Survey Diagram 2
• Building Survey Feature Table

Control Surveys

• Control Survey Written Guidelines
• Assumed To State Plane Coordinates Process

Boundary Surveying Guidelines

Boundary Research Guidelines

• Boundary Research Written Guidelines

Boundary Resolution Guidelines

• Boundary Resolution Written Guidelines
• Boundary Resolution Workflow
• Boundary Resolution – Boundary Report Checklist
• Boundary Resolution Checklist
• Boundary Resolution – Controlling Element Checklist
• Boundary Resolution – Deed Review Checklist
• Boundary Resolution – Evidence Evaluation Checklist
• Boundary Resolution – Gap and Overlap Checklist
• Boundary Resolution – Map Review Checklist
• Boundary Resolution – Property Corner Identification For Field Surveys Checklist
• Boundary Resolution – Physical Occupation Checklist – Page 1
• Boundary Resolution – Physical Occupation Checklist – Page 2
• Boundary Resolution – Unwritten Rights Checklist – Page 1
• Boundary Resolution – Unwritten Rights Checklist – Page 2
• Boundary Research Workflow
• Boundary Research Guidelines
• Boundary Research Checklist
• Boundary Research Request
• Boundary Research – Filed Survey Map Research Checklist
• Boundary Research – Property Corner History Checklist
• Boundary Research – Land Title Report Review Checklist
• Boundary Research Log
• Boundary Research – Chain Of Survey Sheet
• Boundary Research – Right-of-Way Research Checklist
• Boundary Research – Deed References List
• Boundary Research – Property Corner History Table

If you have other surveying guidelines that should be listed on this page, please tell us.

If you are interested in learning how survey guidelines like these can become business processes, you will want to check out these videos I did about how business processes define an organizations capabilities and disabilities: