Source: https://www.quantsurv.com/library/tools/claim-review-and-actions-record
Content format: Markdown version of the public page.
Content reviewed: 2026-10-14

# Claim review and actions record

Review the event, entitlement, calculation and evidence separately, with unresolved objections and corrective actions visible.

by [Jack Butler-Kettle](<https://www.quantsurv.com/about#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.

[Download blank Excel workbook](<https://www.quantsurv.com/downloads/library/claim-review-and-actions-record.xlsx>)

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.

Claim review and actions record: completed fictional example
| 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](<https://www.quantsurv.com/delay-and-disruption/problems/stress-test-our-own>) for the context and checks behind this template.

If you need help preparing or reviewing the project records, our [quantity surveying services](<https://www.quantsurv.com/quantity-surveying>) explain the tasks available under a separate appointment. Agree the deliverable, responsibilities and required specialist input before work starts.

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