Documentation

Account data export format

Everything your practice puts into SurveyDock can be pulled out again, in full, by one of your own admins. This page documents exactly what comes out and what every column means, so your BI team can plan against it without a call with us — before you buy, not just after.

Format version 1.0

How to get one

1 — Run it yourself

In SurveyDock, an admin opens Settings → Data and builds an export. There is no request form, no support ticket and no charge, on every plan.

2 — Two archives

The data archive holds every record as CSV and JSON and is small. The photo archive holds the original images and is split into parts, because that is where the gigabytes are.

3 — Joined by files.csv

Each image's path inside the photo archive is listed in files.csv in the data archive, with a SHA-256 digest. So the records are complete and useful on their own, and the images re-link exactly.

Archive layout

surveydock-<practice>-<date>-data.zip
├── README.txt                     what this is, in plain English
├── manifest.json                  format version, row counts, file paths
├── csv/<file>.csv                 one per record type, for spreadsheets and BI
└── json/<file>.json               the same data, losslessly
    └── rca-assessment-calc.json   RCA calculator working, keyed by assessment

surveydock-<practice>-<date>-photos[-part-N-of-M].zip
├── MANIFEST.txt                   contents of this part, with digests
├── photos/soc/<report>/…          site photography, by report
├── photos/rca/job-<no>/…          assessment photography, by job
└── branding/logo.<ext>            your logo

Conventions

These hold across every file below. The one worth reading twice is money.

Encoding

UTF-8 with no byte-order mark. CSV follows RFC 4180: comma-separated, CRLF line endings, and any value containing a quote, comma or newline is wrapped in double quotes with internal quotes doubled.

Stable columns

The header row is fixed by this document, not by the data. A column you never filled in is still present and simply empty, so a pipeline built against one export keeps working against the next.

Identifiers

Every _id is an opaque string, unique across the whole account and stable for the life of the record. Join on them exactly as given; do not parse them.

Timestamps

Columns typed timestamp are epoch milliseconds UTC and may carry a fractional part. Columns typed date are ISO yyyy-mm-dd strings. Both are stated per column below.

Money

Units differ by module and every column says which it uses. PPM figures are in PENCE because they are summed across a thirty-year programme where integers avoid drift. RCA figures are in POUNDS because the calculator is pounds throughout. Never sum across the two without converting.

Empty values

An empty CSV field means the value was never set. In the JSON copy the same thing is null, so the two are unambiguous — an empty string in JSON is genuinely an empty string.

Spreadsheet safety

In CSV only, a text value beginning with =, +, - or @ is prefixed with an apostrophe so a spreadsheet treats it as text rather than a formula. Numbers are never altered, and the JSON copy is untouched. Use the JSON if you need values byte-for-byte.

Unexpected fields

If a record ever carries something this contract does not describe, it is written to an extra _extra column as JSON rather than dropped. You should not normally see one; it exists so an export can never quietly lose data.

Files

26 files, each present in both csv/ and json/ whether or not you have any rows of it.

Organisation

csv/organization.csv · json/organization.json

Exactly one row: your account, its address, its plan and its practice-wide report settings.

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
_creationTime	timestamp	When the row was first written. Epoch milliseconds, may be fractional.
name	string	Practice name as it appears on reports.
addressLine1	string	First line of the address.
addressLine2	string	Second line of the address.
town	string	Town or city.
county	string	County.
postcode	string	Postcode.
phone	string	Practice phone number.
contactEmail	string	Practice contact address (not a login).
preambleText	string	Boilerplate prepended to generated PDFs.
enabledModules	json	Modules licensed to the account, as a JSON array.
visibleModules	json	Modules shown in staff navigation, as a JSON array.
requireDirectorApproval	boolean	Whether RCAs need Director sign-off.
allowSurveyorPdfPreview	boolean	Whether surveyors may preview an unapproved RCA PDF.
plan	string	Commercial plan name. Empty where none was ever set.
seatLimit	number	Negotiated seat allowance, overriding the plan default.
pricePerSeatPence	number · pence	Agreed per-seat price per billing interval.
priceTotalPence	number · pence	Agreed flat account price per billing interval, where the deal is a lump sum.
billingInterval	string	"monthly" or "annual".
planStartedAt	timestamp	When the current plan began.
logoStorageId	id	Logo file id. Resolve via files.csv. → files
createdAt	timestamp	When the account was created.

Offices

csv/offices.csv · json/offices.json

Your own offices or branches. Staff are assigned to one via memberships; reports print the drafting and issuing office.

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
_creationTime	timestamp	When the row was first written. Epoch milliseconds, may be fractional.
organizationId	id	Owning account. Constant across a single export. → organization
name	string	Office name.
addressLine1	string	First line of the address.
addressLine2	string	Second line of the address.
town	string	Town or city.
county	string	County.
postcode	string	Postcode.
phone	string	Office phone number.
createdAt	timestamp	When the office was added.

Users

csv/users.csv · json/users.json

The people in your account, with the professional details reports quote. Deliberately limited to these fields: authentication data (password hashes, sessions, tokens) is never exported, and users outside your account never appear.

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
name	string	Display name, as printed on reports.
email	string	Sign-in address.
jobTitle	string	Job title.
ricsNumber	string	RICS membership number, as printed on reports.
qualifications	string	Post-nominals, e.g. "BSc (Hons) MRICS".

Memberships

csv/memberships.csv · json/memberships.json

Joins users to the account: their role, and which office they work out of.

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
_creationTime	timestamp	When the row was first written. Epoch milliseconds, may be fractional.
organizationId	id	Owning account. Constant across a single export. → organization
userId	id	The person. → users
role	enum	"surveyor", "director" or "company_admin" (shown in the app as Admin).
officeId	id	Their office. Empty where none is assigned. → offices
createdAt	timestamp	When they were added to the account.

Parties

csv/parties.csv · json/parties.json

Every organisation you deal with — clients, landlords, tenants, managing agents, insurers — in one directory. What each one IS to you lives in party-roles, because a single party can hold several relationships at once.

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
_creationTime	timestamp	When the row was first written. Epoch milliseconds, may be fractional.
organizationId	id	Owning account. Constant across a single export. → organization
name	string	Organisation name.
contactName	string	Named day-to-day contact.
email	string	Contact email address.
phone	string	Contact phone number.
addressLine1	string	First line of the address.
addressLine2	string	Second line of the address.
town	string	Town or city.
county	string	County.
postcode	string	Postcode.
notes	string	Free-text notes.
createdBy	id	User who added the record. → users
createdAt	timestamp	When the record was added.
updatedAt	timestamp	When the record was last edited.

Party roles

csv/party-roles.csv · json/party-roles.json

One row per relationship a party holds. Directory-level where propertyId is empty ("we deal with them as a client"), property-specific where it is set ("they are the landlord of Riverside Court").

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
_creationTime	timestamp	When the row was first written. Epoch milliseconds, may be fractional.
organizationId	id	Owning account. Constant across a single export. → organization
partyId	id	The party holding the role. → parties
role	enum	One of "owner", "landlord", "tenant", "managingAgent", "surveyingClient", "insurer", "freeholder", "leaseholder", "other".
propertyId	id	Property the role is specific to. Empty for a directory-level role. → properties
createdAt	timestamp	When the role was recorded.

Properties

csv/properties.csv · json/properties.json

Every property on your books. All three modules hang off this table.

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
_creationTime	timestamp	When the row was first written. Epoch milliseconds, may be fractional.
organizationId	id	Owning account. Constant across a single export. → organization
name	string	Building or property name, e.g. "Riverside Court".
clientId	id	Primary commissioning client. Richer relationships live in party-roles. → parties
addressLine1	string	First line of the address.
addressLine2	string	Second line of the address.
town	string	Town or city.
county	string	County.
postcode	string	Postcode.
udprn	string	Unique Delivery Point Reference Number, where captured.
createdBy	id	User who added the property. → users
createdAt	timestamp	When the property was added.

Schedule of Condition — reports

csv/soc-reports.csv · json/soc-reports.json

One row per Schedule of Condition report.

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
_creationTime	timestamp	When the row was first written. Epoch milliseconds, may be fractional.
organizationId	id	Owning account. Constant across a single export. → organization
propertyId	id	Property surveyed. → properties
tenantFullName	string	Tenant name. Free text — tenants are not directory records.
landlordFullName	string	Landlord name as printed on the report.
landlordPartyId	id	Directory entry for the landlord, where linked. → parties
dateOfSurvey	timestamp	Date the property was inspected.
weather	string	Weather at inspection.
buildingOwnerAddress	string	Where works are carried out, for party-wall surveys, when that differs from the surveyed address.
status	enum	"draft", "in_progress", "submitted", "reviewed" or "finalized".
createdBy	id	User who created the report. → users
assignedTo	id	Surveyor the report is assigned to. Empty on older reports, which are assigned to createdBy. → users
clientPartyId	id	Commissioning client. → parties
photoMode	enum	"reference" or "include" — how photos appear in the PDF.
signatureMode	enum	"none", "agreed" or "two".
preambleOverride	string	Per-report replacement for the practice preamble. Empty means the practice default was used.
clientId	string	Offline-sync idempotency key generated by the mobile app. NOT a customer reference — see clientPartyId.
createdAt	timestamp	When the report was created.
updatedAt	timestamp	When the report was last edited.
landlordId	id	Legacy link into legacy-landlords, pre-parties. → legacy-landlords
customerId	id	Legacy link into legacy-clients, pre-parties. → legacy-clients

Schedule of Condition — items

csv/soc-report-items.csv · json/soc-report-items.json

The observations within each report. Items nest one level: a room is a top-level item, and its ceiling/walls/floor are children pointing back via parentItemId.

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
_creationTime	timestamp	When the row was first written. Epoch milliseconds, may be fractional.
organizationId	id	Owning account. Constant across a single export. → organization
reportId	id	Owning report. → soc-reports
parentItemId	id	Parent item. Empty for a top-level item (a room). → soc-report-items
internalExternal	enum	"internal" or "external".
name	string	Item name.
floor	string	Floor the item sits on.
order	number	Sort position within its parent.
condition	enum	"poor", "fair", "satisfactory" or "good".
description	string	Description of the element.
comment	string	Surveyor's comment on its condition.
deletedAt	timestamp	Soft-delete marker. Rows with a value here are deleted and excluded from reports; they are exported so nothing is hidden from you.
clientId	string	Offline-sync idempotency key from the mobile app.
createdAt	timestamp	When the item was created.
updatedAt	timestamp	When the item was last edited.

Schedule of Condition — photos

csv/soc-photos.csv · json/soc-photos.json

One row per site photograph, with the path to the image inside the photo archive. The image bytes are not in this archive — see files.csv and the photo archive.

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
_creationTime	timestamp	When the row was first written. Epoch milliseconds, may be fractional.
organizationId	id	Owning account. Constant across a single export. → organization
reportItemId	id	Item the photo belongs to. → soc-report-items
order	number	Sort position within the item.
takenAt	timestamp	When the photo was taken on site.
storageId	id	File id of the full-size image. → files
thumbnailStorageId	id	File id of the device-generated thumbnail, where one exists. → files
exportPath	string	Path of the full-size image inside the photo archive.
contentType	string	MIME type of the full-size image.
sizeBytes	number · bytes	Size of the full-size image.
clientId	string	Offline-sync idempotency key from the mobile app.
createdAt	timestamp	When the photo was uploaded.

Planned Preventative Maintenance — surveys

csv/ppm-surveys.csv · json/ppm-surveys.json

One row per PPM survey: the programme window, the inflation basis and its status.

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
_creationTime	timestamp	When the row was first written. Epoch milliseconds, may be fractional.
organizationId	id	Owning account. Constant across a single export. → organization
propertyId	id	Property surveyed. → properties
clientPartyId	id	Commissioning client. → parties
title	string	Survey title.
baseYear	number	Programme year 1 — the today's-prices baseline.
programmeLengthYears	number · years	Length of the programme.
inflationRatePct	number · percent	Annual inflation applied. Empty means today's prices.
currency	string	Currency code, "GBP" throughout.
status	enum	"draft", "inspected", "issued" or "superseded".
supersededBySurveyId	id	Survey that replaced this one. → ppm-surveys
scopeNotes	string	Scope and caveats for the survey.
surveyorName	string	Surveyor name as recorded on the survey.
inspectionDate	timestamp	Date of inspection.
createdBy	id	User who created the survey. → users
createdAt	timestamp	When the survey was created.
updatedAt	timestamp	When the survey was last edited.
customerId	id	Legacy link into legacy-clients, pre-parties. → legacy-clients

Planned Preventative Maintenance — items

csv/ppm-items.csv · json/ppm-items.json

One row per observed element. Element code and name are denormalised copies taken at the time of writing, so later edits to your element library never alter an issued survey.

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
_creationTime	timestamp	When the row was first written. Epoch milliseconds, may be fractional.
organizationId	id	Owning account. Constant across a single export. → organization
surveyId	id	Owning survey. → ppm-surveys
elementLibraryId	id	Element library entry this came from. → element-library
elementCode	string	Element code, as recorded at the time.
elementName	string	Element name, as recorded at the time.
location	string	Where in the building.
description	string	Description of the observation.
conditionGrade	enum	"good", "fair", "poor" or "hazardous".
priority	enum	"1_urgent", "2_essential", "3_desirable" or "4_cyclical".
timeframe	enum	"urgent", "immediate_within_1yr", "short_1_2yrs", "medium_3_5yrs" or "long_6_10yrs".
remedialAction	string	Recommended remedial action.
hsRiskFlag	boolean	Whether a health and safety risk was flagged.
hsRiskNotes	string	Notes on the flagged risk.
remainingLifeYears	number · years	Estimated remaining life.
sortOrder	number	Sort position within the survey.
createdAt	timestamp	When the item was created.
updatedAt	timestamp	When the item was last edited.

Planned Preventative Maintenance — cost lines

csv/ppm-cost-lines.csv · json/ppm-cost-lines.json

Costs sit on their own rows so one observation can carry several dated cost events. All figures are base-year and exclude VAT. IMPORTANT: PPM money is in PENCE, whereas RCA money is in POUNDS — never sum the two without converting first.

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
_creationTime	timestamp	When the row was first written. Epoch milliseconds, may be fractional.
organizationId	id	Owning account. Constant across a single export. → organization
itemId	id	Item the cost belongs to. → ppm-items
surveyId	id	Owning survey, denormalised for whole-survey queries. → ppm-surveys
description	string	What the cost covers.
costType	enum	"one_off" or "cyclical".
amountPence	number · pence	Total cost, base-year, excluding VAT.
quantity	number	Quantity, where the cost is built from quantity x rate.
unit	string	Unit of measure for the quantity.
ratePence	number · pence	Rate per unit, base-year, excluding VAT.
startYear	number	Programme year the cost first falls, 1-based against the survey's baseYear.
cycleYears	number · years	Repeat interval, for a cyclical cost.
endYear	number	Programme year the cost stops recurring.
createdAt	timestamp	When the cost line was created.
updatedAt	timestamp	When the cost line was last edited.
amount	number · pence	Legacy column, same unit as amountPence. Superseded; present only on older rows.
rate	number · pence	Legacy column, same unit as ratePence. Superseded; present only on older rows.

Reinstatement Cost Assessment — assessments

csv/rca-assessments.csv · json/rca-assessments.json

One row per RCA. The calculator working is NOT in this file: it is a nested, versioned structure that a flat column set cannot represent honestly, so it is exported whole to json/rca-assessment-calc.json, keyed by the _id here. IMPORTANT: RCA money is in POUNDS, whereas PPM money is in PENCE.

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
_creationTime	timestamp	When the row was first written. Epoch milliseconds, may be fractional.
organizationId	id	Owning account. Constant across a single export. → organization
jobNo	number	Job number, allocated per account.
status	enum	"Draft RCAs", "Pending Approval" or "Approved". Note that "Updates Due" is not a stored status — it is derived from review dates.
date	date	Date of inspection, ISO yyyy-mm-dd. Often not the date the record was created — see createdAt.
assessmentType	enum	"full" or "annual".
basedOnAssessmentId	id	Assessment this one was rolled forward from. → rca-assessments
clientPartyId	id	Commissioning client. → parties
clientName	string	Client name snapshot, as printed on the report.
propertyId	id	Property assessed. → properties
propName	string	Property name snapshot.
town	string	Town or city. Snapshot taken at the time of writing.
county	string	County. Snapshot taken at the time of writing.
postcode	string	Postcode. Snapshot taken at the time of writing.
propertyType	string	Property type. Free text — the option list is expected to change.
areaSource	string	Where the floor area came from. Free text.
description	string	Property description.
notesHtml	string	Report notes, as HTML.
surveyorUserId	id	Surveyor who carried out the assessment. → users
surveyorName	string	Surveyor name snapshot.
surveyorEmail	string	Surveyor email snapshot.
issuingOfficeId	id	Issuing office, set only where it differs from the surveyor's own office. → offices
dayOneCostPounds	number · pounds	Day-one reinstatement cost, denormalised from the calculator for reporting.
surveyFee	number · pounds	Fee charged for the assessment.
buildCostsReviewedQuarter	string	Quarter the build-cost rates were last checked against a cost index.
buildCostsReviewedYear	number	Year the build-cost rates were last checked.
reviewPeriodMonths	number · months	Review cadence for this assessment, overriding the 12-month default.
aiUsed	boolean	Whether AI played a part, as RICS expects reports to state.
aiUseNotes	string	Explanation of how AI was used.
specificExclusions	string	Per-job exclusions. Empty means the practice default in rca-settings applied.
contaminationCommentary	string	Per-job contamination commentary, or empty for the practice default.
costDataSource	string	Per-job cost data source, or empty for the practice default.
otherAssumptions	string	Per-job assumptions, or empty for the practice default.
limitations	string	Per-job limitations, or empty for the practice default.
approvalRequestedAt	timestamp	When it was sent for Director approval.
approvalRequestedByUserId	id	Who sent it for approval. → users
approvalRequestedByName	string	Name snapshot of who sent it for approval.
approverUserIds	json	Directors nominated to sign it off, as a JSON array of user ids.
approvedAt	timestamp	When it was approved.
approvedByUserId	id	Director who approved it. → users
approvedByName	string	Name snapshot of the approving Director.
photoIds	json	Photo file ids, as a JSON array. Resolve via files.csv. → files
createdBy	id	User who created the assessment. → users
createdAt	timestamp	When the assessment was created.
updatedAt	timestamp	When the assessment was last edited.
clientId	id	Legacy link into legacy-clients, pre-parties. → legacy-clients
locationId	id	Legacy link into legacy-rca-locations, pre-merge into properties. → legacy-rca-locations
dayOneCost	number · pounds	Legacy column, same unit as dayOneCostPounds. Present only on older rows.

Reinstatement Cost Assessment — review thread

csv/rca-comments.csv · json/rca-comments.json

The review conversation on each RCA, including who sent one back and why, and who signed it off.

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
_creationTime	timestamp	When the row was first written. Epoch milliseconds, may be fractional.
organizationId	id	Owning account. Constant across a single export. → organization
assessmentId	id	Assessment being discussed. → rca-assessments
authorUserId	id	Who wrote the comment. → users
authorName	string	Author name snapshot, so the thread still reads correctly after someone leaves.
body	string	Comment text.
kind	enum	"comment" for a plain reply, "sent_back" for the comment that returned it to draft, "approved" for sign-off.
createdAt	timestamp	When the comment was posted.

Reinstatement Cost Assessment — practice settings

csv/rca-settings.csv · json/rca-settings.json

One row: your practice-wide RCA defaults, rates and standing report text.

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
_creationTime	timestamp	When the row was first written. Epoch milliseconds, may be fractional.
organizationId	id	Owning account. Constant across a single export. → organization
nextJobNumber	number	Next job number to be allocated.
vatPct	number · percent	VAT rate applied.
profPct	number · percent	Professional fees percentage applied.
defaultFullSurveyFee	number · pounds	Default fee for a full survey.
defaultAnnualSurveyFee	number · pounds	Default fee for an annual review.
defaultNotesHtml	string	Default report notes, as HTML.
declarationText	string	Boilerplate for the declaration page.
liabilityCapBasis	string	Basis on which liability is capped.
aiNotUsedStatement	string	Printed when a report declares no AI involvement.
caveatCondition	string	Fixed caveat: condition.
caveatNotMarketValue	string	Fixed caveat: not a market valuation.
caveatInsuranceOnly	string	Fixed caveat: insurance purposes only.
caveatBuildingInsuranceOnly	string	Fixed caveat: building insurance only.
defaultSpecificExclusions	string	Practice default for per-job specific exclusions.
defaultContaminationCommentary	string	Practice default for contamination commentary.
defaultCostDataSource	string	Practice default for the cost data source.
defaultOtherAssumptions	string	Practice default for other assumptions.
defaultLimitations	string	Practice default for limitations.

Element library

csv/element-library.csv · json/element-library.json

Your own additions to the PPM element library. The built-in library shipped with SurveyDock is not exported — it is not your data, and every item that used it carries its own denormalised copy of the code and name anyway.

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
_creationTime	timestamp	When the row was first written. Epoch milliseconds, may be fractional.
organizationId	id	Owning account. Constant across a single export. → organization
parentId	id	Parent element, for a sub-element. → element-library
code	string	Element code.
name	string	Element name.
defaultLifespanYears	number · years	Default expected lifespan.
defaultCycleYears	number · years	Default replacement cycle.
defaultUnit	string	Default unit of measure.
isUserCustom	boolean	True for entries your practice added.
order	number	Sort position.
createdAt	timestamp	When the entry was added.

Floor presets

csv/floor-presets.csv · json/floor-presets.json

Custom floor names your surveyors added. The built-in defaults are not stored and so are not exported.

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
_creationTime	timestamp	When the row was first written. Epoch milliseconds, may be fractional.
organizationId	id	Owning account. Constant across a single export. → organization
name	string	Floor name.
order	number	Sort position.
createdAt	timestamp	When it was added.

Pinned reports

csv/pins.csv · json/pins.json

Which reports each surveyor pinned to take out on site. Operational rather than survey data, exported for completeness.

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
_creationTime	timestamp	When the row was first written. Epoch milliseconds, may be fractional.
organizationId	id	Owning account. Constant across a single export. → organization
userId	id	Who pinned it. → users
reportId	id	Report pinned. → soc-reports
createdAt	timestamp	When it was pinned.

Feature requests

csv/feature-requests.csv · json/feature-requests.json

Requests your team raised from inside the app, and any reply from SurveyDock.

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
_creationTime	timestamp	When the row was first written. Epoch milliseconds, may be fractional.
organizationId	id	Owning account. Constant across a single export. → organization
userId	id	Who raised it. → users
module	string	Module the request relates to.
details	string	What was asked for.
status	string	Current status.
statusChangedAt	timestamp	When the status last moved off the initial state.
statusChangedByUserId	id	Who moved the status. → users
response	string	Reply written back to the practice.
respondedAt	timestamp	When the reply was written.
respondedByUserId	id	Who replied. → users
createdAt	timestamp	When it was raised.

Plan requests

csv/plan-requests.csv · json/plan-requests.json

Upgrade and extra-seat requests raised from the in-app plan screen.

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
_creationTime	timestamp	When the row was first written. Epoch milliseconds, may be fractional.
organizationId	id	Owning account. Constant across a single export. → organization
userId	id	Who raised it. → users
kind	string	What kind of request it is.
requestedPlan	string	Target plan, for an upgrade request.
requestedSeats	number	Total seats wanted, for a seats request.
note	string	Accompanying note.
status	string	Current status.
createdAt	timestamp	When it was raised.

Audit trail

csv/audit-events.csv · json/audit-events.json

The append-only record of every edit, approval and export across the account. Never updated or deleted — including by this export, which appends an entry of its own.

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
_creationTime	timestamp	When the row was first written. Epoch milliseconds, may be fractional.
organizationId	id	Owning account. Constant across a single export. → organization
actorUserId	id	Who performed the action. → users
actorName	string	Their display name at the time, snapshotted so the log stays accurate after a rename.
module	enum	"soc", "ppm", "rca", or "account" for account-level actions such as this export.
action	enum	"created", "updated", "status_changed", "submitted_for_approval", "sent_back", "approved", "exported" or "deleted".
entityId	id	The record acted on. Join against whichever file the module implies.
entityLabel	string	Human label for the record at the time, e.g. "Job 507".
details	string	Extra context, where the action recorded any.
createdAt	timestamp	When the action happened.

File manifest

csv/files.csv · json/files.json

Every binary file belonging to your account — site photographs, their thumbnails and your logo — with the path it occupies inside the photo archive and a SHA-256 digest you can verify against. This file is what makes the two archives joinable, and it is generated by the export rather than being a table in its own right.

Column	Type	Meaning
storageId	id	File id, as referenced from the other files.
kind	enum	"soc_photo", "soc_photo_thumbnail", "rca_photo" or "org_logo".
ownerId	id	Record the file belongs to — a SOC photo row, an RCA assessment, or the organisation.
exportPath	string	Path inside the photo archive.
contentType	string	MIME type.
sizeBytes	number · bytes	File size.
sha256	string	Base64 SHA-256 digest, for verifying the file arrived intact.

Clients (legacy)

Legacy

csv/legacy-clients.csv · json/legacy-clients.json

Superseded by parties plus a surveyingClient role. Exported so that an account not yet migrated leaves nothing behind. Expect this to be empty on a current account; prefer parties.

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
_creationTime	timestamp	When the row was first written. Epoch milliseconds, may be fractional.
organizationId	id	Owning account. Constant across a single export. → organization
name	string	Organisation name.
contactName	string	Named day-to-day contact.
email	string	Contact email address.
phone	string	Contact phone number.
addressLine1	string	First line of the address.
addressLine2	string	Second line of the address.
town	string	Town or city.
county	string	County.
postcode	string	Postcode.
notes	string	Free-text notes.
createdBy	id	User who added the record. → users
createdAt	timestamp	When the record was added.
updatedAt	timestamp	When the record was last edited.

Landlords (legacy)

Legacy

csv/legacy-landlords.csv · json/legacy-landlords.json

Superseded by parties plus a landlord role. Exported so that an account not yet migrated leaves nothing behind. Expect this to be empty on a current account; prefer parties.

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
_creationTime	timestamp	When the row was first written. Epoch milliseconds, may be fractional.
organizationId	id	Owning account. Constant across a single export. → organization
name	string	Organisation name.
contactName	string	Named day-to-day contact.
email	string	Contact email address.
phone	string	Contact phone number.
addressLine1	string	First line of the address.
addressLine2	string	Second line of the address.
town	string	Town or city.
county	string	County.
postcode	string	Postcode.
notes	string	Free-text notes.
createdBy	id	User who added the record. → users
createdAt	timestamp	When the record was added.
updatedAt	timestamp	When the record was last edited.

RCA locations (legacy)

Legacy

csv/legacy-rca-locations.csv · json/legacy-rca-locations.json

Superseded by properties, which absorbed this table. Exported so that an account not yet migrated leaves nothing behind. Expect this to be empty on a current account; prefer properties.

Column	Type	Meaning
_id	id	Primary key. Opaque and stable for the life of the record.
_creationTime	timestamp	When the row was first written. Epoch milliseconds, may be fractional.
organizationId	id	Owning account. Constant across a single export. → organization
clientId	id	Owning client. → legacy-clients
propName	string	Property name. Became properties.name.
town	string	Town or city.
county	string	County.
postcode	string	Postcode.
createdAt	timestamp	When the location was added.

What is deliberately not included

Stated plainly, because an export that quietly omits things is worse than one that tells you what it left out.

Authentication data

Sessions, password hashes, refresh tokens and verification codes are credentials, not records. Exporting them would create a liability rather than hand you anything useful.

Users outside your account

The users file is limited to people who hold a membership of your account.

SurveyDock's built-in libraries

The shipped element library and item presets are part of the product, not your data. Anything of yours that used them carries its own copy of the code and name.

Sales enquiries

Enquiries submitted through the public SurveyDock website belong to SurveyDock and are not scoped to any account.

Generated PDFs

Every report and assessment regenerates its PDF on demand from the data in this export, and a stored copy may be older than the record. Export the PDFs you want from the app.

Versioning

Every archive states its format version in manifest.json. Adding a column is a minor change and will not move an existing one. Renaming or removing a column, or changing what one means, is a major change: we would publish the new version alongside this page rather than swap it underneath you.

If you are building against this and something here is ambiguous, tell us and we will fix the wording — support@surveydock.co.uk.

Back to data ownership