First Site Evaluation
Start with the question.
Keep the records private.
Start with the decision and the kinds of records available, not the records themselves. This form prepares an email draft for the initial fit discussion; it does not send a message.
A useful introduction
What would you like to establish?
- The site and proposed additional load.
- The period you want to examine.
- The categories of records available.
- Any known gaps or questions to resolve during scoping.
The First Site Evaluation is quoted in writing before work begins, subject to suitable records and an agreed supported question. Written authorization, recipients and data handling are agreed before records are shared.
Written finding within five business days after scope is agreed and the required records are confirmed.
Records checklist · About Headroom
Email directly or copy the address
If the draft does not open, use [email protected] in your email app. Subject: Headroom inquiry: First Site Evaluation.
Email [email protected]Opens a draft. Review and send it yourself. Do not include sensitive site records.
Headroom is read-only and requires no control credentials. Read the privacy and data boundary.