Claim review and actions record
Review the event, entitlement, calculation and evidence separately, with unresolved objections and corrective actions visible.
by Jack Butler-Kettle · About 2 min readShare
How to use it
Record both supporting and adverse evidence. Assign an owner and deadline to every unresolved point before submitting or responding to the claim.
Claim review and actions record
Record both supporting and adverse evidence. Assign an owner and deadline to every unresolved point before submitting or responding to the claim.
Free blank template for your own project. The completed example is shown below. No email address required.
View the completed example
Completed fictional example
Westhaven refurbishment · 14 October 2026 · Version 1.0
Claim review and actions record
Scroll across if needed to read the whole record. A dash means no value has been entered.
| Review issue | Claim position | Evidence / objection | Action / owner | Status |
|---|---|---|---|---|
| Cause and responsibility | Access restriction caused idle labour | Logs confirm closure; contractual allocation still to check | QS to review executed access terms | Open |
| Quantum | 32 idle hours originally claimed | 16 hours were redeployed or productive | Reduce supported hours to 16; £480 at £30/h | Corrected |
| Time effect | Two days extension requested | Activity interruption alone does not prove completion effect | Planner to compare programme logic and other causes | Open |
| Service | Notice N-01 issued 8 Oct | Receipt R-008 retained | Commercial lead to check deadline and content | Review pending |
The completed example uses fictional people, events and records. Replace it with your own verified information and preserve supporting evidence.
Understanding your results
The completed example uses fictional people, events and records. Replace it with your own verified information and preserve supporting evidence.
How it works
The workbook provides blank working records. Grey cells calculate from the entered inputs; yellow cells are for your information. The completed example stays on this page.
Read the related guidance for the context and checks behind this template.
If you need help preparing or reviewing the project records, our quantity surveying services explain the tasks available under a separate appointment. Agree the deliverable, responsibilities and required specialist input before work starts.