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MCS compliance: survey documentation

A practical approach to documenting evidence and assumptions for installers working under MCS-related requirements.

Compliance workflows are easier when documentation is structured, evidence-led, and explicit about assumptions.

What this guide covers (and what it doesn’t)

  • How to structure a site pack so evidence is easy to find
  • How to document assumptions and constraints clearly
  • Not legal advice, and not a substitute for scheme/provider guidance

Evidence first

  • Keep photos legible, labelled, and grouped by category
  • Place the note next to the evidence it supports
  • Flag constraints early so they aren’t missed

Assumptions made visible

  • Write assumptions in plain language
  • Make scope boundaries explicit (what’s included vs not)
  • Document constraints and access issues