Site Info
20922
Cushman & Wakefield
Yes
Revit
Humana Centerwell
HCP
fsu365
Mallory Wharton
8300
Yes
365
77938
05451
77938
 
 
 
 
 
 
 
 
 
 
Yes
 
77938
77938-Anderson, SC- 20922
108 Highway 28 Bypass Anderson, SC
HCP, Anderson, SC 77938
Client Specific Fields
CenterWell/Walgreens
05451
108 Highway 28 Bypass
Anderson
SC
29624
No
William Lewis
324

**Site Contact(s)**

**Note: The coulumn headers below that have "**" at the end are REQUIRED. There MUST be a check mark in each of those columns next to some one's name. Not all need to be next to the same name.**


First: Whomever you want to get the Introductory and/or Confirmation MUST have check mark in the "Include in Automated Emails? ** column.

Second: Whomever needs their email address in the "To:" spot you MUST put a check next to their Name(s) in the "Main Site Contact? **" column.

Third: Whomever you believe should fill out the questionnaire MUST have a check mark next to their name in the "Fill out the questionnaire? **" column.

Fourth: You MUST put a check mark in the "Will be meeting Surveyor? **" column next to the person that will be meeting the Surveyor.
     

**Project Contact(s)**

 
Name
Title
Office Phone #
Mobile Phone #
Email
Include in Automated
Emails? **
PM?
Main Site
Contact?
**
Fill out the
questionnaire?
**
Notes
Can Scheduling Reach
Out to This Contact?
Will be meeting
Surveyor? **
 
Cam Black       Cblack11@humana.com Yes Yes          
     
Unable to display report. You do not have sufficient permission.
     
     
-- [JAN-23-24 Mallory Wharton] --------------
NO PCA or TQ requested. I followed up on 1/23 to confirm.

-- [FEB-15-24 Mallory Wharton] --------------
No updates as of 2/12.
-- [JAN-23-24 Mallory Wharton] --------------
NO PCA or TQ requested. I followed up on 1/23 to confirm.

-- [FEB-15-24 Mallory Wharton] --------------
No updates as of 2/12.
[FEB-15-24  9:40 AM  Mallory Wharton] No updates as of 2/12.

[JAN-23-24 12:45 PM  Mallory Wharton] NO PCA or TQ requested. I followed up on 1/23 to confirm.
[MAR-08-24 11:03 AM  Kimberly Wetch] On hold. PM follow ups.
No
[MAR-08-24 11:03 AM  Kimberly Wetch] On hold. PM follow ups.
[MAR-08-24 11:03 AM  Kimberly Wetch] On hold. PM follow ups.
Notes
Unable to display report. You do not have sufficient permission.
Expense Report Questions
Yes

**Please Select ALL Expense Items that apply.**

Yes   Yes  
Yes   Yes   Yes   Yes   Yes   No
Yes   Yes   Yes   Yes     Yes
Site Specific Expenses

**Please enter expenses like plumbers and scanner rentals here.**

$0.00
 
No
Yes  
03-19-2024
   
 
 
 
 
 
 
 
 
No movement or updates.
Yes     Yes    
 
01-24-2024
[JAN-26-24 Mallory Wharton] No info given, just said put on hold. I asked for more info.
Yes
14
 
 
 
 
 
 
 
 
 
 
Email Alert Section
Cam Black Cblack11@humana.com
Cam Black
MS Teams Info
     
     

Remember to click the "Files" tab
in the General Channel of the Team
BEFORE you answer "YES" and click Save.

 
Channel Name
Channel Email
Channel ID#
Date Created
Date Modified
 
General HCP-77938-AndersonSC@fsusurveyor.com 19:vMIOKyPW_VODnuYrzlJBQ_nM8Y5auWyrTYJy18ziBfg1@thread.tacv2 01-23-2024 10:52 AM 01-23-2024 10:52 AM
Drafter Feedback   19:598cfbec8ff04f36bcd60fb19c02e1fa@thread.tacv2 01-23-2024 10:52 AM 01-23-2024 10:52 AM
Created
Yes
5a8ef209-e85d-476e-a899-c3c8709de456
HCP-77938-Anderson, SC
     
     
2
 
No
     
     
   
     
     
     
Messages
Unable to display report. You do not have sufficient permission.
Uploaded Files

**Please Upload ALL of your files here.**

**Records Highlighted in "RED" mean the link has expired and you must go to Amazon S3 to retrieve it.**

 
Upload Type
Notes
Attached File
Link
Date Uploaded
Record Owner
Date Created
Days on Amazon
Days Remaining
on Amazon
 
No File Upload records found
 
 
Toolbox

Project Toolbox Documents

Site Accepted/Rejected by Scheduling
 
     
Site Contact Email Automation

**Automated Email Area.**

**Introductory email goes first - BEFORE you have a set survey date. The Confirmation email goes out AFTER you have a set survey date.**

No

**Multiple email addresses MUST be separated by a comma.**

   
Yes
     
     

**Water Test Results**

 
     
     
Unable to display report. You do not have sufficient permission.
     
 
Last Name
First Name
Cell #
Email
State
Status
Does Vendor have a AutoDesk License?
Survey Complexity Rating
Survey Complexity Rating Notes
 
CAD Drafter  (1 Vendor)  
Talreja Upwork-Prem +1 (954) 807-1701 premtalreja7@gmail.com Florida Active Yes 3 - Complex  
House Staff  (2 Vendor records) 
Cormican Sharon (859) 620-7876 scormican@fsusurveyor.com SD Active No 3 - Complex  
Miller Jenna (712) 330-1351 jmiller@fsusurveyor.com CO Active Yes 3 - Complex  
SSR  (1 Vendor)  
Turino Nikolas (720) 854-8004 Nik@one13designgroup.com CO Active Yes 3 - Complex  
Surveyor  (7 Vendor records) 
Aljanaby Dergham (832) 815-2989 eng_dergham@yahoo.com TX Active Yes 1 - Basic2 - Intermediate3 - Complex  
Biabani Nima (703) 991-3994 nimabmb@yahoo.com VA Active Yes 1 - Basic2 - Intermediate3 - Complex4 - Scanning  
Brown Jacob (936) 402-2166 jdbrown@lcjdesign.net TX Active Yes 1 - Basic2 - Intermediate3 - Complex4 - Scanning  
Fite Chris (972) 400-7553 Chris.fite@texaspremierdrafting.com TX Active No 1 - Basic2 - Intermediate3 - Complex  
Hudson William (336) 382-5554 bill@onthelevelimagery.com NC Active Yes 1 - Basic2 - Intermediate3 - Complex4 - Scanning I own a Faro Orbis Premium Laser Scanner and I'm currently getting up to speed on using it as I just purchased it in January 2026. I'm using Faro SCENE (2026) processing software with it.
Ordyniec Magdalena (416) 707-4383 magda.ordyniec@axiompmp.com GA Active Yes 1 - Basic2 - Intermediate3 - Complex4 - Scanning  
Vallejo Francisco (423) 298-1789 valexjo@icloud.com TN Active No 1 - Basic2 - Intermediate3 - Complex  
Workato Criteria
     
Yes
Yes
No
Responses
ALL Assignments Summary
 
Assignment Status
Active/Canceled
Vendor Full Name
Assignment Type
Preview
Sent?
Start Date
(MASTER)
Start Date (Override)
End Date
(MASTER)
End Date (Override)
Start Time
End Time
Assignment Notes
Date Assignment
In (Master)
Add Vendor Bill
 
Assignment Canceled
Active James Corrao BIM                  
Assignment Canceled
Active Ryan Lewis SSR Assignee   Tuesday, 01-23-2024   Thursday, 02-01-2024          
Assignment Canceled
Active Ryan Lewis SSR Reviewer   Friday, 02-02-2024   Friday, 02-02-2024          
Site Ready for Delivery/Notes
 
Time Card Summary
Unable to display report. You do not have sufficient permission.
Survey Assignment Tracking
Site Canceled
On Schedule
On Schedule
 
-
   
Surveyor Deliverables

**Overall Survey Deliverables Status**

No Date Deliverables In

**2D Deliverables**

     

**3D Deliverables**

No Date Deliverables In
No Date Deliverables In
No Date Deliverables In
No Date Deliverables In
     
Surveyor Update Notes:

**Workato Stuff**

 
     
 
Vendor Name for All Sites
Assignment Type
Active/Canceled
Proposed Survey Date Override
Proposed Survey
Date Changed?
Survey Completion Date
Survey Completion Date Override
Survey Assignment Notes
Date Modified
Date Created
 
No Assignment records found
     
 
BIM Assignment Tracking
Site Canceled
James Corrao
 
Vendor Name for All Sites
Assignment Type
Active/Canceled
Date CAD Assigned (override)
Date CAD Due (override)
Expected Time to Complete Assignment
Total Revit Modeler Time Card Hours (Master)
Expected vs.
Actual Hours
Difference
CAD Assignment Notes
Date Modified
Date Created
Survey
Delayed
 
James Corrao BIM Active     4.00   0.00   01-23-2024 10:41 AM 01-23-2024  
TOT           4.00   0.00        
Revit Drafter Assignment Tracking
Site Canceled
 
 
 
Vendor Name for All Sites
Assignment Type
Active/Canceled
Date CAD Assigned (override)
Date CAD Due (override)
Expected Time to Complete Assignment
Total Revit Modeler Time Card Hours (Master)
Expected vs.
Actual Hours
Difference
CAD Assignment Notes
Date Modified
Date Created
Survey
Delayed
 
No Assignment records found
CAD QC/FR Assignment Tracking
Site Canceled
 
Vendor Name for All Sites
Assignment Type
Active/Canceled
QC/FR Assignment Start Date (override)
QC/FR Assignment End Date (override)
Expected Time to Complete Assignment
Total QC/FR Time Card Hours (Master)
Expected vs.
Actual Hours
Difference
Assignment Notes
Date Modified
Date Created
Survey
Delayed
 
No Assignment records found
SSR Assignments Tracking
Site Canceled
 
 
Yes
Lewis
01-23-2024
02-01-2024
Ryan Lewis
Lewis
02-02-2024
02-02-2024
Yes
Yes
 
Assignment Status
Vendor Name for All Sites
Assignment Type
Start Date (override)
Due Date (override)
Expected Time to Complete Assignment
Total Time
Card Hours
(Master)
Expected vs.
Actual Hours
Difference
SSR Assignment Notes
Date Modified
Date Created
 
Assignment Canceled
Ryan Lewis SSR Assignee     13.00 0.00 -13.00   01-23-2024 11:17 AM 01-23-2024
Assignment Canceled
Ryan Lewis SSR Reviewer     1.00 0.00 -1.00   01-23-2024 11:17 AM 01-23-2024
TOT           14.00 0.00 -14.00      
Photos Assignment Tracking
 
Vendor Name for All Sites
Assignment Type
Active/Canceled
Date CAD Assigned (calculated)
Date CAD Due (calculated)
Expected Time to Complete Assignment
Total Photos Time Card Hours (Master)
Expected vs.
Actual Hours
Difference
Photos Assignment Notes
Date Modified
Date Created
 
No Assignment records found
Permit Research Assignments Tracking
 
Assignment Status
Vendor Name for All Sites
Assignment Type
Date CAD Assigned (calculated)
Date CAD Due (calculated)
Expected Time to Complete Assignment
Total PR Time Card Hours (Master)
Expected vs.
Actual Hours
Difference
SSR Assignment Notes
Date Modified
Date Created
 
No Assignment records found
Site Feedback from Surveyor
Unable to display report. You do not have sufficient permission.
  Site Feedback from Surveyor
Additional Services/Circumstances
 
Additional Service
Service
Fee
Service Notes
 
No Additional Service records found
 
Special Circumstance
Action
Needed?
Who Needs to Take Action?
Action Completed?
By Whom?
Date Completed
 
No Special Circumstance records found
Special circumstances
 
Special Circumstance
Action
Needed?
Who Needs to Take Action?
Action Completed?
By Whom?
Date Completed
 
No Special Circumstance records found
Scanner Files
Expense reports
 
Date Created
Report #
Vendor
Reimbursable Amount
Date Synced
to QBooks
Date
Reimbursables
Paid
Date Updated in QBooks
All Line Items Approved?
Approved By
 
No Expense Report records found
Site expense line items
 
Team Member
Expense Report - Report #
Site expense line
item Date
Site expense line item Type
Site expense
line item
Amount
Policy Violation
Notes
Attached Site expense line item
S3 File Path
FSU-Paid
Expense?
Reimbursable?
Approval Status
Reason for Rejection
Invoice #
 
No Site Expense Line Item records found
Incidents
Unable to display report. You do not have sufficient permission.
Vendor Communications
 
Type
Topic
Date/Time
Result
Next
Communication
 
No Communication records found
Field reports
 
CP - Take Photo of Store Exterior
CP - Store #
CP - Location City
CP - Location State
Flooring - Insert Photo of
Flooring and Conditions
Flooring - Type of Flooring
in Surveyed Area
Flooring - Condition of Flooring.
(Select all that apply)
Ceiling - Insert Photo of Ceiling
Ceiling - Height of Ceiling (AFF)
Ceiling - Type of Ceiling
in Surveyed Area
Ceiling - Condition of Ceiling.
(Check all that apply)
Lighting - Insert Photos
of Lights and Conditions
Lighting - Type of Lighting
in Surveyed Area
Lighting - Condition of Lighting Fixtures
In Surveyed Area (Check all that apply)
Sprinklers - Is the Surveyed
Area Sprinkled?
Sprinklers - Insert Photos
of Sprinkler Head
Walls - Insert Photos of Walls
Composition and Conditions
Walls - Type of wall composition
is surveyed area?
Walls - Condition of Wall Composition
Soffits - Are there any soffits
in the surveyed area?
Soffits - Insert Photos of
Soffit and Conditions
Soffit - Height of Soffit (AFF)
Soffit - Type of Soffit Composition
Soffit - Soffit Condition
(Check All that apply)
Columns - Are There Columns Present?
Columns - Column Picture
Is There a Conveyor Present?
Picture of Conveyor
Stairs - Are There Stairs?
Stairs - Pictures of Stairs from
(Bottom Up)
Stairs - # of Risers
Stairs - Depth of Tread
Stairs - Stair Composition
Other Areas - Are there any other rooms
located within the surveyed area?
Other Areas - Details
Room 1 - Insert Photos of room
and unusual conditions
Room 1 - Ceiling Height
(If different from main area)
Room 1 - Is the floor Raised?
Room 1 - Floor Raised Details
Room 1 - Type of Flooring
Room 1 - Condition of Flooring
(Check all that apply)
Room 1 - Condition of Door and Frame
(Check all that apply)
Room 1 - Composition of Walls
Room 1 - Condition of Wall Composition
Room 1 - Is there any serious damage to
walls, floors, ceiling or furniture
Room 1 - Serious Damage details
Room 1 - Is there another room?
Room 2 - Insert Photos of room
and unusual conditions
Room 2 - Ceiling Height
(If different from main area)
Room 2 - Is the floor Raised?
Room 2 - Floor Raised Details
Room 2 - Type of Flooring
Room 2 - Condition of Flooring
(Check all that apply)
Room 2 - Condition of Door and Frame
(Check all that apply)
Room 2 - Composition of Walls
Room 2 - Condition of Wall Composition
Room 2 - Is there any serious damage to
walls, floors, ceiling or furniture
Room 2 - Serious Damage details
Room 2 - Is there another room?
Room 3 - Insert Photos of room
and unusual conditions
Room 3 - Ceiling Height
(If different from main area)
Room 3 - Is the floor Raised?
Room 3 - Floor Raised Details
Room 3 - Type of Flooring
Room 3 - Condition of Flooring
(Check all that apply)
Room 3 - Condition of Door and Frame
(Check all that apply)
Room 3 - Composition of Walls
Room 3 - Condition of Wall Composition
Room 3 - Is there any serious damage to
walls, floors, ceiling or furniture
Room 3 - Serious Damage details
Room 3 - Is there another room?
Room 4 - Insert Photos of room
and unusual conditions
Room 4 - Ceiling Height
(If different from main area)
Room 4 - Is the floor Raised?
Room 4 - Floor Raised Details
Room 4 - Type of Flooring
Room 4 - Condition of Flooring
(Check all that apply)
Room 4 - Condition of Door and Frame
(Check all that apply)
Room 4 - Composition of Walls
Room 4 - Condition of Wall Composition
Room 4 - Is there any serious damage to
walls, floors, ceiling or furniture
Room 4 - Serious Damage details
Room 4 - Is there another room?
Room 5 - Insert Photos of room
and unusual conditions
Room 5 - Ceiling Height
(If different from main area)
Room 5 - Is the floor Raised?
Room 5 - Floor Raised Details
Room 5 - Type of Flooring
Room 5 - Condition of Flooring
(Check all that apply)
Room 5 - Condition of Door and Frame
(Check all that apply)
Room 5 - Composition of Walls
Room 5 - Condition of Wall Composition
Room 5 - Is there any serious damage to
walls, floors, ceiling or furniture
Room 5 - Serious Damage details
Plumbing - Major Plumbing
Elements Present
Plumbing - Pictures of Plumbing Elements
Plumbing - List Plumbing
Elements Present
Electrical - Major Electrical
Elements Present
Electrical - Pictures of
Electrical Elements
Electrical - List Electrical
Elements Present
Mechanical - Major Mechanical
Elements Present
Mechanical - Pictures of
Mechanical Elements
Mechanical - List Mechanical
Elements Present
Related
Site
CP - Location Address
CP - Location Zip
 
No Field Report records found
Final Deliverables

**Records Highlighted in "RED" mean the link has expired and you must go to Amazon S3 to retrieve it.**

 
Document Type
Notes
Attached Document
File Link
Final
Deliverable?
Date Modified
Last Modified By
Days on Amazon
Days Remaining
on Amazon
 
No Final Deliverable records found
 
Date Created
Date Modified
Last Modified By
Date Survey Due
Due from
Surveyor?
Updated by
ProntoForms
ProntoForms Reference #
ProntoForms Data ID#
SSR Document
 
01-23-2024 11:17 AM 01-23-2024 11:17 AM McFadyen, David            
Created on Jan. 23, 2024 at 10:41 AM (MST). Last updated by Wharton, Mallory on March 19, 2024 at  9:27 AM (MDT). Owned by Wharton, Mallory.
Mallory Wharton
Mallory Wharton
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