site safety visit report template

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18+ site visit report templates.

There may come a time when you are tasked with visiting a particular industrial site to assess and gather as much information as you can regarding its operation, architecture, procedure, observation, management, safety, engineering, property, and current state. Should that happen, then what you will want to make after the technical assessment would be a site visit report . A field visitation or  visit report is suitable for a contractor service, civil engineering, HR management, IT development, hospital visit, internship program sample, and much more. This article will teach you all that you need to know to make one using Apple Pages Format, MS Excel Formats , and other platforms.

6 Steps for Creating a Site Visit Report

Step 1: start with the general information, step 2: define the site and its purpose, step 3: explain the sequence of events, step 4: summarize the site operations, step 5: identify the site’s strengths and weaknesses, step 6: make your conclusion and provide suggestions, 9+ site visit report templates, 1. free site visit report template.

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2. Site Visit Report Format Template

3. Site Visit Report Format For Construction Site

4. Site Visit Report Template Word

5. Project Site Visit Report Format

6. IT Site Visit Report Template

7. Site Visit Summary Report Template

8. Site Visit Report Example

9. Site Visit Report Sample

10. How To Write A Site Visit Report

11. Technical Site Visit Report Template

12. Visit Report Format

13. Security Site Visit Report Template

14. Site Visit Report Sample PDF

15. Contractor Observation Site Work Visit Report Template

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16. Site Visit Report Format For Engineers

17. Free Field Visit Report Format In Word

18. Free Industrial Property Supplier Site Visit Report

19. Free Project Client Site Visit Report in PDF Format

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Project site visit report template, hospital site visit report template, it site visit report template, technical site visit report template, sales site visit report template, hotel site visit report template, security site visit report template, job site visit report template, customer site visit report template, consultant site visit report template.

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• Site Visit Report

Site Visit Report Templates

A site visit report, also known as a site visit recap report or a basic site visit form, is a valuable document that summarizes the findings and observations from a visit conducted at a specific location. Whether it is a vendor monitoring site visit report or a Smart scholarship site visit report, these documents play a crucial role in documenting and assessing various aspects of the visit.

Site visit reports provide a comprehensive overview of the visit, including details about the purpose, duration, and participants involved. They typically outline the objectives of the visit, the methodology used, and provide a detailed analysis of the findings. These reports help organizations make informed decisions, identify areas for improvement, and ensure compliance with regulations.

A well-structured site visit report template can streamline the reporting process , making it easier to capture relevant information and present it effectively. By utilizing a standardized format, these templates help maintain consistency across different reports, making them easier to compare and analyze.

Whether you are conducting a site visit as part of a vendor monitoring program or evaluating scholarship recruitment awardees, having a comprehensive and well-documented report is essential. It serves as a record of the visit and provides a reference point for future assessments or audits.

At Templateroller.com, we understand the importance of site visit reports and offer customizable templates to help you streamline the reporting process. Our templates are designed to capture all the necessary information and can be tailored to meet your specific requirements. With our user-friendly interface, creating professional and insightful site visit reports has never been easier.

So, whether you refer to it as a site visit report, a site visit recap report form, or any other name, ensure you have a robust system in place to document and analyze the outcomes of your site visits effectively. Let Templateroller.com assist you in simplifying this process and optimizing your reporting efforts.

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Site Visit Report Template - Klariti

This document template is used to report on site visits, providing a structured format for documenting observations and findings. It helps to ensure that all relevant information is captured and can be easily referenced later.

Site Visit Recap Report Form

This Form is used for summarizing and documenting the details of a site visit, including observations, discussions, and next steps. It helps in organizing and sharing information gathered during the visit.

DD Form 3067-13 Science, Mathematics, and Research for Transformation (Smart) Scholarship Site Visit Report for Recruitment Awardees

Form 06cb035e (dds-35) site visit report - oklahoma.

This form is used for reporting site visits in Oklahoma.

Form F-04003 Vendor Monitoring Site Visit Report - Wisconsin Wic Program - Wisconsin

This form is used for reporting on-site visits to monitor vendors participating in the Wisconsin WIC Program.

Basic Site Visit Form - Broome County, New York

This form is used for conducting site visits in Broome County, New York. It helps gather basic information about the visited site.

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Dashpivot article – How to write a Site Visit Report for construction

How to write a site visit report for construction

What should be in a construction site visit report.

A site visit report for construction is essential in capturing the progress, challenges, and conditions observed on a construction site. Here's a breakdown of what should typically be included in a site visit report report:

• Project Reference: The construction project name and reference ID.
• Location: The exact address or co-ordinates of the construction site.
• Date of Site Visit: The specific date(s) when the visit was recorded.
• Prepared By: The name of the individual or team responsible for the report.
• Project Overview: A brief description of the construction project and its significance.
• Purpose of Visit: The main objectives or reasons for the site visit.
• Names, titles, and affiliations of all individuals present during the site visit, including site supervisors, engineers, contractors, stakeholders, etc.
• Planned activities, areas inspected, and topics discussed during the visit.
• Construction Progress: Status of ongoing construction activities, milestones achieved, and work remaining.
• Equipment & Material Status: Condition and availability of machinery, tools, and materials.
• Safety Observations: Notes on safety measures in place, potential hazards observed, and any safety incidents that may have occurred.
• Quality of Work: Observations related to the quality and standards of the construction work.
• Team Dynamics: Interactions among the construction team, including any challenges or bottlenecks in workflows.
• Highlights: Significant accomplishments or milestones achieved since the last visit/report.
• Issues/Challenges: Problems, delays, or potential risks observed during the visit.
• Actionable suggestions or solutions based on the observations and findings. This might include fixes, interventions, or changes in procedures.
• Relevant photos from the site visit that showcase progress, challenges, or specific areas of interest. Ensure that photos are labeled or captioned appropriately with timestamps, geotagging and markup.
• A brief recap of the main observations, emphasizing the overall status and health of the construction project.
• Details about planned interventions, further visits, or any immediate actions required based on the report's observations.

How do you plan for a construction site visit report?

Planning a construction site visit report is crucial to ensure the visit is effective and that the subsequent report is comprehensive and valuable. Here's a systematic approach to planning a construction site visit report:

• Determine the main reason for the site visit. Is it a routine check, a response to a reported issue, or to monitor a specific phase of the project?
• Familiarize yourself with the status and findings from prior reports to understand the project's progression and to identify any outstanding issues.
• Outline what you intend to inspect and the issues you aim to address.
• Allocate time for specific activities, such as meetings with the site manager, inspecting particular areas, or reviewing certain processes.
• Inform them about your visit, discussing your agenda and objectives.
• Request any specific materials, equipment, or personnel you might need during the visit.
• Gather project plans, previous site visit reports, safety protocols, and any other relevant documentation that will help guide your visit.
• Ensure you have the necessary personal protective equipment, such as a helmet, safety shoes, high-visibility vest, and any other site-specific safety gear.
• Carry tools for documentation: notebook, camera (if allowed), voice recorder, and measuring tools, if necessary.
• Determine whom you need to meet, such as the site supervisor, safety officer, project manager, or specific workers. Ensure they are available during your visit.
• Familiarize yourself with the site's safety protocols.
• Ensure you are informed about potential hazards and the safety measures in place.
• Set aside time to discuss findings, concerns, or clarifications with the on-site team. It's beneficial to address issues or misconceptions immediately.
• Set Report Deadlines:
• Determine when your report will be written and by when it needs to be distributed to stakeholders. Setting a deadline will ensure timely follow-ups and actions.

How often should you run site visit reports?

Here's a general guideline for determining the frequency of site visit reports:

• Large-Scale Projects: Bigger projects such as skyscrapers or major infrastructure projects might warrant weekly or even more frequent reports, especially during critical phases.
• Medium-Scale Projects: Residential complexes, mid-sized commercial buildings, or similar constructions may require bi-weekly to monthly reports.
• Small-Scale Projects: Smaller projects, like home renovations, might need bi-monthly or even quarterly reports unless there are significant changes or issues.
• Initiation and Mobilization: Frequent reports can ensure the project's initial stages align with plans and guidelines.
• Critical Construction Phases: During essential stages, such as foundation laying or the installation of primary structures, more frequent reporting may be needed.
• Completion or Finishing Phase: As the project nears completion, visits might focus on ensuring the quality of finishing touches and adherence to project specs.
• Conducting site visits upon the achievement of significant project milestones can confirm progress and alignment with project goals.
• Some stakeholders or investors might have mandatory frequencies for site visits as part of their oversight or contractual obligations.
• If previous visits or reports highlight certain risks, problems, or deviations from the plan, it can be necessary to increase the frequency of visits to monitor corrective measures and developments closely.
• Unpredictable events such as severe weather conditions, labor strikes, or supply chain disruptions might require unscheduled visits to assess impacts and adjustments.
• Some projects might be under mandates from local or federal agencies, requiring specific site visit and report frequencies, especially if there are environmental or community concerns.
• In the wake of safety incidents or if particular high-risk activities are underway, increased visit frequency can reinforce safety measures and ensure compliance with safety standards.

What should a completed site visit report look like?

After you've written your construction site visit report, it should look along the lines of the example below.

Use this free Construction Site Visit Report template for your next project

Use a standardised construction site visit report.

Make it easy for your team to write construction site visit reports by using a standardised site visit report template .

The digital construction site visit report comes standardised with all the fields and sections to run site visit reports smoothly with all the information. you need, first time.

Customise the site visit report with any extra information you need to capture on site to show the progress on the project.

Distribute your digital construction site visit report for your team on mobile or tablet so they can write it on site and sync it back to the office when it's completed.

Build automated processes for your construction site visit reports

Make it easy for your team to request, write and sign off on construction site visit reports by using a dedicated site visit report app .

Create automated workflows with automatic notifications for when someone needs to write a report, or give signoff approval.

Share completed site visit reports quickly and easily as PDF or CSV with brand colours and logo for a professional construction site visit report.

Take and attach photos directly on site from your phone with automatic timestamps, geotagging, markup and smart tags for a well documented construction site visit report.

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Complete and organise your daily diaries more efficiently.

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Site Safety Inspection Report

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When you download Jotform Mobile Forms, you can take this Site Safety Inspection Report with you wherever you go — it’s a great tool for construction managers or supervisors to make sure they’re in compliance with building and safety codes on the job site. With our 100+ free integrations, you can send the report to your storage service of choice — we have all the tools you need to get the most out of this Site Safety Inspection Report form.

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25+ SAMPLE Construction Site Visit Report in MS Word

Construction site visit report in ms word, 25+ sample construction site visit report, definition:, a deep dive into on-ground realities:, understanding the purpose and significance of the report:, key components to include in the report:, effective practices for drafting a comprehensive report:, the impact of a well-constructed site visit report:, why is a site visit report crucial for construction management, how frequently should site visits and corresponding reports be conducted, can site visit reports help identify construction quality issues, what tools and technology can be used to generate site visit reports, how are equipment and material inventories documented in a site visit report, when reports assist in budget monitoring and financial planning.

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Report of Construction Site Visit

Purpose of the report:.

• Documentation: The report creates a recorded snapshot of the project’s status at a specific time, capturing details that can be referred back to if questions arise in the future.
• Communication: It serves as a structured communication tool, ensuring all relevant parties—be it site supervisors, project managers, stakeholders, or clients—are informed about the site’s present conditions and any observed issues.
• Quality Control: By highlighting discrepancies, deviations, or quality lapses, the report aids in maintaining the desired quality standards of the project.
• Safety Assurance: The report emphasizes safety protocols and identifies potential safety hazards, ensuring that workers’ safety remains a top priority and regulatory standards are met.
• Issue Identification and Resolution: Anomalies, bottlenecks, or concerns noted in the report can be promptly addressed, reducing potential downtime or project delays.
• Feedback and Recommendations: The report provides a platform for inspectors or visitors to offer feedback or suggestions, potentially improving project processes or outcomes.

Significance of the Report:

• Accountability: It fosters a sense of responsibility among the construction team, knowing that regular site visits will capture the real-time status and any deviations.
• Historical Record: Over time, these reports collectively serve as a history of the project’s evolution, documenting its journey from inception to completion.
• Stakeholder Confidence: Regular and transparent reporting assures stakeholders of the project’s direction and health, nurturing trust and confidence in the executing team.
• Risk Mitigation: By identifying and documenting risks early, the report aids in timely risk management, preventing potential financial or reputational damages.
• Benchmarking: The insights drawn from these reports can be used for performance benchmarking, measuring project progress against set standards or past projects.

Report Header:

• Project Name: The title or identifier of the construction project.
• Date of Visit: When the site inspection took place.
• Report Number: A unique identifier or sequence number for the report, especially if reports are frequent.

Visitor Details:

• Name: Who conducted the site visit.
• Title/Position: The visitor’s role or designation.
• Company/Affiliation: Which organization the visitor represents.

Site Details:

• Location: Address or description of the construction site.
• Project Manager/Supervisor: The person in charge on the site.
• Project Phase: Current stage of the construction project (e.g., foundation, framing, finishing).

Work Progress:

• Completed Tasks: Activities that have been finalized since the last report or visit.
• Ongoing Tasks: Current activities on-site.
• Planned Tasks: Upcoming work scheduled for the next period.

Safety Observations:

• Compliance: Noting adherence to safety protocols and standards.
• Incidents/Accidents: Any accidents or near-misses that have occurred.
• Safety Concerns: Potential hazards or unsafe practices observed.

Equipment and Material:

• Usage: A list of equipment and machinery in use.
• Condition: Noting any malfunctioning or damaged equipment.
• Material Stock: Observation of material inventory, highlighting shortages or surpluses.

Labor/Staff:

• Attendance: Number of workers present during the visit.
• Performance: General observations on work quality and efficiency.
• Training/Competence: Notes on any observed skill gaps or training needs.

Pre-Visit Preparation:

Standardized format:, active observations:, detailed and clear descriptions:, visual documentation:, avoid jargon:, be objective and neutral:, highlight critical issues:, confidentiality and access control:, review and proofread:, feedback and continuous improvement:, guided decision-making:, enhanced accountability:, safety assurance:, efficient resource management:, stakeholder confidence:, dispute prevention and resolution:, continuous improvement:, historical record and benchmarking:, share this post on your network, file formats, word templates, google docs templates, excel templates, powerpoint templates, google sheets templates, google slides templates, pdf templates, publisher templates, psd templates, indesign templates, illustrator templates, pages templates, keynote templates, numbers templates, outlook templates, you may also like these articles, 12+ sample construction daily report in ms word | pdf.

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Site Safety Inspection Report Forms

Create site safety inspection forms, site report forms, and inspection checklists. Customize reports for each site and location, and update as necessary.

No credit card required

‌What is a site safety inspection report?

A site safety inspection report is a list that covers all common hazards and whether mitigating precautions are being taken.

The site safety inspection report is a checklist that gives inspectors a roster of spots or issues to look for as they go through the site. One line might be “Are all workers wearing hard hats? Y/N.”

The inspection report can then be used to see what places are problems from day to day, and what areas are improving.

Who should complete a site safety inspection report?

Everyone responsible for safety and security on the site should complete site safety inspection reports. Foremen and shift supervisors might only complete reports for their specific areas.

Site supervisors and safety officers should be walking the site regularly to look for hazards and violations before any official inspection occurs.

Once these reports are collected, the foreman or contractor should perform their own inspection. These reports can also be tabulated into a master report to see how hazards or violations are improving over time.

What should a site safety inspection report include?

All construction sites are different, so your construction site safety inspection report should reflect what’s going on at your job site.

But there are some things your checklist should include: ‌

• Fire safety: Fire extinguishers should have current tags and be readily available. Chemicals should be properly stored. Enclosed spaces should have exhaust fans and signage.
• ‌Personal protective equipment: All employees should have PPE as required by law, and be using it. Eye protection should be worn properly in all areas. Hearing protection should be worn where required. Eyewashes must be available where needed.
• ‌ Power tools: All power tools with electrical cords should be grounded and the cords covered. Compressors should be ventilated and the area around them clear. Employees using them should be trained in their use.
• ‌Ladders and scaffolds: Ladders should be properly secured and extend past the edge of the floor or roof. Scaffolds should extend the regulated length past the structure. Extension ladders should be locked and fall protection used.

Who will see the site safety inspection report?

The site safety inspection report will be seen by regulators and officials from county and state offices like the Occupational Safety and Health Administration (OSHA).

The report will also be used by the board to determine what areas of a project need more or less attention in upcoming budgets.

Compliance officers will use the reports to ensure that the project is adhering to safety laws. ‌

Can the information be applied to different site safety inspection reports?

Yes. Once the template is developed, it can be reused and the information transferred between documents. There’s no need to “reinvent the wheel” every time you need a new checklist or report.

Simply pull out the data you need from the old report and put it into your new form. PandaDoc streamlines data entry and template design to make maintenance of your forms and reports easier than paper filing.

What are the benefits of a PandaDoc template for a site safety inspection report?

Forms can be found at state or county agencies, but they will include every possible item that can be checked off and every regulation that might need to be reviewed.

This can lead to wasted time and effort while you skip over items not needed at your site.

Having a database of options that can be updated as needed gives you the flexibility to create inspection reports for each site without missing any important details.

Can a template be used to create a site safety inspection report?

Not only can a template be used for a safety inspection report, but it can also be updated and changed as needed.

Because you will be using this report every day, and at a number of different sites, a template that contains most of the information will save you hours of repeating the same work over and over again.

What should be included in a formal inspection report?

A site safety report should typically include details such as the name of the project and the person conducting the report, date and address, current hazards faced, contact details, and date and time to conduct the inspection. Some safety reports may ask you to present more information on potential hazards.

1 st Reporting

Site Condition Report Template: Assess and Manage Job Site Safety

Having a property site condition report completed prior to commencing with on-site projects is crucial to completing projects on time and on track. You don’t want to have to recreate the wheel every time you do a pre-occupation site check on a property, so using a template is vital to the successful termination of the property condition assessment.

A Site Condition Report is a document used for recording data gleaned during a property condition assessment (PCA) or similar property audits. It is used by construction, utilities, property managers, engineers, and any other organization that needs to assess a property prior to site occupation or work.

What we have here for you today is not only a downloadable Site Condition Report Template but a full explanation of the tool’s workings. We’ll even provide some tips to help create effective and semi-automated workflows for your reporting needs, so stick with us.

Table of Contents

Included in the Site Condition Report Template

The Site Condition Report finds use when you need to do a preliminary assessment of a property prior to commencing with a project. This template would be useful for construction or service companies that do remote site maintenance, installations, or construction. Utility companies and even property managers or engineers will find the Site Condition Report Template useful. After all, no one wants to send out crews to a site their vehicles can’t even enter for fear of sinking in mud or other dangers.

Let’s jump into this template and the sections that build it. The Site Condition Report (SCR) Template has three distinct sections for your inspector to complete. Here’s a quick rundown of each section before we get to the how-to and tips still to come.

Administrative Report Information

The administrative section of the SCR template holds the primary information about the property assessment including but not limited to inspector’s name, company, and contact information. As many companies who will act as a third party will find this template useful, we’ve also included an area to include your client company information.

Also included in the administrative section are the sections where the inspector may note the date, report number, and other pertinent information about the report.

The main body of the report is broken into the following two assessment information sections, the Property section, and the Building section, respectively. Let’s take a brief look at each before we look at the best ways to utilize this template in your organization.

Property Assessment Information

When your inspector does their initial site visit prior to the project start, they will notice several things about the property that may be quite pertinent to your logistical planning of the project. For example, the Property Assessment Information section provides an area for your inspector to sketch the property. 

Also, it provides a place for the inspector to note entrance conditions to the property. These sorts of characteristics are vital when bringing heavy equipment to the site, or even if providing other services via third-party contractors, you still want to provide them with useful site information that can aid in choosing the right equipment for the project on-site.

Some basic information about the exterior grounds’ working site conditions should also find included in this section of the Property Assessment Information (PAI) section. Finally, the inspector is left with a notation section at the base of the PAI section to include any further information pertinent to the project launch.

Building Assessment Information

The second half of the primary body of our template is dedicated to the building or main structure on site. There are some choices for including information about secondary structures, but the focus is to provide a well-rounded base of information for your project managers organizing the project. This information includes things like the general condition of the main building. It also includes functions of the building environment that directly affect working conditions such as power, heat, and washroom availability on site.

How To Use The Site Condition Report

The concept of our template is simple – a document template to include vital information about a remote job site prior to commencing with a project’s operations. The information collected is vital to project managers trying to make informed decisions about equipment, logistics, and personal protective equipment, amongst other things. Using the template is simple; let’s take a look.

• Download the template from our template library .
• Print the template to suit your needs.
• Provide the template to your site inspectors.
• Site inspectors complete the template and return to you with vital site information.

7 Tips To Effective Property Condition Assessments

A Pre-Construction Site Inspection / Condition Report can be performed on lots to confirm that the correct items are complete at the time of inspection and that all major components are installed correctly.

We’ve talked to all kinds of industries to find out what the best methods and tips for completing a pre-construction site inspection are. After compiling what we heard, here’s a list of 10 top tips recommended for managing your site condition audits.

Stay Organized With A Template (Like Ours)

Make sure to always have a checklist of items that need to be inspected before starting a site inspection. Know what you need to know about the project so you know what to look for on-site. For example, if cranes will be required, what is the ground hardness and conditions you should look for?

Use Visual Aids

Use visual aids such as photographs and drawings for reference during the site inspection. A picture speaks a thousand words. That’s why we’ve included a sketch section in the Site Condition Report so your inspector can quickly convey the layout of the site.

Schedule With Contractors

If possible, try to schedule an inspection with contractors present. This step is vital for big projects and those that involve heavy equipment or specialized equipment. Contractors will want to know what the job site conditions are like so they can direct their staff accordingly.

Don’t Let Inspectors Get Distracted

Try not to get distracted by other things at the site during the inspection process. Sometimes inspectors might be sidelined by property owners on site trying to impose their objectives on the process. This action might seem helpful to the landowner, but it can be a real problem for your inspectors. We recommend keeping landowners out of the inspector’s way to get an honest and accurate account from your inspector.

Upgrade your reporting to a digital platform. Not that we want to discourage you from downloading and printing the template we’ve provided, but do consider how the benefits of a digital reporting platform could vastly outweigh the old clipboard way of doing things. Here are a few things to consider about using a mobile form automation platform in place of a paper document:

• No paper, no ink, no printing necessary
• Include images, video, and audio easily
• Never lose a paper report again
• Easily share among your team across any distance
• Customize notifications so you know the minute a report is complete

These are just a few of the benefits of using a mobile form automation platform like the 1st Reporting app (available on Google Play and The Apple App Store).

Check Conditions Are Safe.

Be sure site conditions are safe during the site inspection. It’s more than likely that some items will be unable to be inspected or won’t be completed at the time of site inspection. This is where your site safety plan will help you determine what needs to happen on-site.

Don’t Throw Away Inspection Notes

As with any information generated for your project, keep everything on file in case questions come up later on about how certain work was performed, why certain items were missed or why site conditions changed over time.

Sometimes notes get lost. It’s another great reason to go digital with your site inspections and other reporting. A digital platform that is cloud-based like the 1st Reporting app uses secure servers to store the forms and templates your team has completed. This process ensures that your team never loses a document again, as long as you’re using the platform to record your data, that is.

Follow these site inspection tips and watch your site inspection results become more accurate but also better communicated to everyone who needs the information. Thanks for following our advice and check out all of the templates we have on file in order to get your reporting processes strong enough so you can build upon them today!

Join the globally-recognized brands that trust 1st Reporting to safeguard their organizations!

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Monitoring Site Initiation Visit (SIV) Report Template

Carefully assessing whether a site is ready to start a trial is a crucial step towards mitigating risks when conducting a trial. This template includes a step-by-step checklist for monitors and covers all the important aspects of a site initiation visit (SIV). It complements our series of monitoring templates covering all aspects of monitoring from the starting line to the finish line. These templates are freely accessible and are suitable for all sites doing clinical research.

Is your site ready to start a trial?

The up-to-date and user-friendly Monitoring Site Initiation Visit (SIV) Report Template can be used to report a site initiation visit.

This template is a step-by-step checklist with convenient drop-down lists. It guides monitors through all the important aspects of a site initiation visit (SIV), so they can assess whether a site is ready to start a clinical trial. It is part of a series of monitoring templates that includes:

• Monitoring Close-Out Visit (COV) Template
• Monitoring Visit Report Template
• Monitoring Plan Template
• Routine Monitoring Visit and Close-Out Visit (RMV-COV) Report Template

This template is suitable for any monitor engaged in clinical research in Switzerland and abroad. We particularly recommend using this template within the SCTO’s CTU Network for investigator-initiated, multicentre studies. It can also be used as a self-assessment form for study sites in anticipation of a site initiation visit.

This template was developed by the SCTO’s Monitoring Platform and first published in August 2021 and last revised in March 2023 (V3).

Monitoring Site Initiation Visit Report, cover page

Monitoring Site INitiation Visit Report, page 1

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Monitoring Site Initiation Visit Report, page 3

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This template is licensed under CC BY-NC 4.0. Its content can be shared and adapted as long as you follow the terms of the license. To view a copy of this license, visit http://creativecommons.org/licenses/by-nc/4.0/ .

• Monitoring Site Initiation Visit Report V3 (last revised in March 2023) (docx, 1.28 MB)

Our templates and tools are free. As a publicly funded organisation, we strive to inform the public about the impact of our work and to continually improve our services. We therefore kindly ask you to leave us your email address so we can contact you with a short one-time survey. You may download the document without providing your personal data.

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RECOMMENDED READS

• 5 Steps to Getting Started with Llama 2
• The Llama Ecosystem: Past, Present, and Future
• Introducing Code Llama, a state-of-the-art large language model for coding
• Meta and Microsoft Introduce the Next Generation of Llama
• Today, we’re introducing Meta Llama 3, the next generation of our state-of-the-art open source large language model.
• Llama 3 models will soon be available on AWS, Databricks, Google Cloud, Hugging Face, Kaggle, IBM WatsonX, Microsoft Azure, NVIDIA NIM, and Snowflake, and with support from hardware platforms offered by AMD, AWS, Dell, Intel, NVIDIA, and Qualcomm.
• We’re dedicated to developing Llama 3 in a responsible way, and we’re offering various resources to help others use it responsibly as well. This includes introducing new trust and safety tools with Llama Guard 2, Code Shield, and CyberSec Eval 2.
• In the coming months, we expect to introduce new capabilities, longer context windows, additional model sizes, and enhanced performance, and we’ll share the Llama 3 research paper.
• Meta AI, built with Llama 3 technology, is now one of the world’s leading AI assistants that can boost your intelligence and lighten your load—helping you learn, get things done, create content, and connect to make the most out of every moment. You can try Meta AI here .

Today, we’re excited to share the first two models of the next generation of Llama, Meta Llama 3, available for broad use. This release features pretrained and instruction-fine-tuned language models with 8B and 70B parameters that can support a broad range of use cases. This next generation of Llama demonstrates state-of-the-art performance on a wide range of industry benchmarks and offers new capabilities, including improved reasoning. We believe these are the best open source models of their class, period. In support of our longstanding open approach, we’re putting Llama 3 in the hands of the community. We want to kickstart the next wave of innovation in AI across the stack—from applications to developer tools to evals to inference optimizations and more. We can’t wait to see what you build and look forward to your feedback.

Our goals for Llama 3

With Llama 3, we set out to build the best open models that are on par with the best proprietary models available today. We wanted to address developer feedback to increase the overall helpfulness of Llama 3 and are doing so while continuing to play a leading role on responsible use and deployment of LLMs. We are embracing the open source ethos of releasing early and often to enable the community to get access to these models while they are still in development. The text-based models we are releasing today are the first in the Llama 3 collection of models. Our goal in the near future is to make Llama 3 multilingual and multimodal, have longer context, and continue to improve overall performance across core LLM capabilities such as reasoning and coding.

State-of-the-art performance

Our new 8B and 70B parameter Llama 3 models are a major leap over Llama 2 and establish a new state-of-the-art for LLM models at those scales. Thanks to improvements in pretraining and post-training, our pretrained and instruction-fine-tuned models are the best models existing today at the 8B and 70B parameter scale. Improvements in our post-training procedures substantially reduced false refusal rates, improved alignment, and increased diversity in model responses. We also saw greatly improved capabilities like reasoning, code generation, and instruction following making Llama 3 more steerable.

*Please see evaluation details for setting and parameters with which these evaluations are calculated.

In the development of Llama 3, we looked at model performance on standard benchmarks and also sought to optimize for performance for real-world scenarios. To this end, we developed a new high-quality human evaluation set. This evaluation set contains 1,800 prompts that cover 12 key use cases: asking for advice, brainstorming, classification, closed question answering, coding, creative writing, extraction, inhabiting a character/persona, open question answering, reasoning, rewriting, and summarization. To prevent accidental overfitting of our models on this evaluation set, even our own modeling teams do not have access to it. The chart below shows aggregated results of our human evaluations across of these categories and prompts against Claude Sonnet, Mistral Medium, and GPT-3.5.

Preference rankings by human annotators based on this evaluation set highlight the strong performance of our 70B instruction-following model compared to competing models of comparable size in real-world scenarios.

Our pretrained model also establishes a new state-of-the-art for LLM models at those scales.

To develop a great language model, we believe it’s important to innovate, scale, and optimize for simplicity. We adopted this design philosophy throughout the Llama 3 project with a focus on four key ingredients: the model architecture, the pretraining data, scaling up pretraining, and instruction fine-tuning.

Model architecture

In line with our design philosophy, we opted for a relatively standard decoder-only transformer architecture in Llama 3. Compared to Llama 2, we made several key improvements. Llama 3 uses a tokenizer with a vocabulary of 128K tokens that encodes language much more efficiently, which leads to substantially improved model performance. To improve the inference efficiency of Llama 3 models, we’ve adopted grouped query attention (GQA) across both the 8B and 70B sizes. We trained the models on sequences of 8,192 tokens, using a mask to ensure self-attention does not cross document boundaries.

Training data

To train the best language model, the curation of a large, high-quality training dataset is paramount. In line with our design principles, we invested heavily in pretraining data. Llama 3 is pretrained on over 15T tokens that were all collected from publicly available sources. Our training dataset is seven times larger than that used for Llama 2, and it includes four times more code. To prepare for upcoming multilingual use cases, over 5% of the Llama 3 pretraining dataset consists of high-quality non-English data that covers over 30 languages. However, we do not expect the same level of performance in these languages as in English.

To ensure Llama 3 is trained on data of the highest quality, we developed a series of data-filtering pipelines. These pipelines include using heuristic filters, NSFW filters, semantic deduplication approaches, and text classifiers to predict data quality. We found that previous generations of Llama are surprisingly good at identifying high-quality data, hence we used Llama 2 to generate the training data for the text-quality classifiers that are powering Llama 3.

We also performed extensive experiments to evaluate the best ways of mixing data from different sources in our final pretraining dataset. These experiments enabled us to select a data mix that ensures that Llama 3 performs well across use cases including trivia questions, STEM, coding, historical knowledge, etc.

Scaling up pretraining

To effectively leverage our pretraining data in Llama 3 models, we put substantial effort into scaling up pretraining. Specifically, we have developed a series of detailed scaling laws for downstream benchmark evaluations. These scaling laws enable us to select an optimal data mix and to make informed decisions on how to best use our training compute. Importantly, scaling laws allow us to predict the performance of our largest models on key tasks (for example, code generation as evaluated on the HumanEval benchmark—see above) before we actually train the models. This helps us ensure strong performance of our final models across a variety of use cases and capabilities.

We made several new observations on scaling behavior during the development of Llama 3. For example, while the Chinchilla-optimal amount of training compute for an 8B parameter model corresponds to ~200B tokens, we found that model performance continues to improve even after the model is trained on two orders of magnitude more data. Both our 8B and 70B parameter models continued to improve log-linearly after we trained them on up to 15T tokens. Larger models can match the performance of these smaller models with less training compute, but smaller models are generally preferred because they are much more efficient during inference.

To train our largest Llama 3 models, we combined three types of parallelization: data parallelization, model parallelization, and pipeline parallelization. Our most efficient implementation achieves a compute utilization of over 400 TFLOPS per GPU when trained on 16K GPUs simultaneously. We performed training runs on two custom-built 24K GPU clusters . To maximize GPU uptime, we developed an advanced new training stack that automates error detection, handling, and maintenance. We also greatly improved our hardware reliability and detection mechanisms for silent data corruption, and we developed new scalable storage systems that reduce overheads of checkpointing and rollback. Those improvements resulted in an overall effective training time of more than 95%. Combined, these improvements increased the efficiency of Llama 3 training by ~three times compared to Llama 2.

Instruction fine-tuning

To fully unlock the potential of our pretrained models in chat use cases, we innovated on our approach to instruction-tuning as well. Our approach to post-training is a combination of supervised fine-tuning (SFT), rejection sampling, proximal policy optimization (PPO), and direct preference optimization (DPO). The quality of the prompts that are used in SFT and the preference rankings that are used in PPO and DPO has an outsized influence on the performance of aligned models. Some of our biggest improvements in model quality came from carefully curating this data and performing multiple rounds of quality assurance on annotations provided by human annotators.

Learning from preference rankings via PPO and DPO also greatly improved the performance of Llama 3 on reasoning and coding tasks. We found that if you ask a model a reasoning question that it struggles to answer, the model will sometimes produce the right reasoning trace: The model knows how to produce the right answer, but it does not know how to select it. Training on preference rankings enables the model to learn how to select it.

Building with Llama 3

Our vision is to enable developers to customize Llama 3 to support relevant use cases and to make it easier to adopt best practices and improve the open ecosystem. With this release, we’re providing new trust and safety tools including updated components with both Llama Guard 2 and Cybersec Eval 2, and the introduction of Code Shield—an inference time guardrail for filtering insecure code produced by LLMs.

We’ve also co-developed Llama 3 with torchtune , the new PyTorch-native library for easily authoring, fine-tuning, and experimenting with LLMs. torchtune provides memory efficient and hackable training recipes written entirely in PyTorch. The library is integrated with popular platforms such as Hugging Face, Weights & Biases, and EleutherAI and even supports Executorch for enabling efficient inference to be run on a wide variety of mobile and edge devices. For everything from prompt engineering to using Llama 3 with LangChain we have a comprehensive getting started guide and takes you from downloading Llama 3 all the way to deployment at scale within your generative AI application.

A system-level approach to responsibility

We have designed Llama 3 models to be maximally helpful while ensuring an industry leading approach to responsibly deploying them. To achieve this, we have adopted a new, system-level approach to the responsible development and deployment of Llama. We envision Llama models as part of a broader system that puts the developer in the driver’s seat. Llama models will serve as a foundational piece of a system that developers design with their unique end goals in mind.

Instruction fine-tuning also plays a major role in ensuring the safety of our models. Our instruction-fine-tuned models have been red-teamed (tested) for safety through internal and external efforts. ​​Our red teaming approach leverages human experts and automation methods to generate adversarial prompts that try to elicit problematic responses. For instance, we apply comprehensive testing to assess risks of misuse related to Chemical, Biological, Cyber Security, and other risk areas. All of these efforts are iterative and used to inform safety fine-tuning of the models being released. You can read more about our efforts in the model card .

Llama Guard models are meant to be a foundation for prompt and response safety and can easily be fine-tuned to create a new taxonomy depending on application needs. As a starting point, the new Llama Guard 2 uses the recently announced MLCommons taxonomy, in an effort to support the emergence of industry standards in this important area. Additionally, CyberSecEval 2 expands on its predecessor by adding measures of an LLM’s propensity to allow for abuse of its code interpreter, offensive cybersecurity capabilities, and susceptibility to prompt injection attacks (learn more in our technical paper ). Finally, we’re introducing Code Shield which adds support for inference-time filtering of insecure code produced by LLMs. This offers mitigation of risks around insecure code suggestions, code interpreter abuse prevention, and secure command execution.

With the speed at which the generative AI space is moving, we believe an open approach is an important way to bring the ecosystem together and mitigate these potential harms. As part of that, we’re updating our Responsible Use Guide (RUG) that provides a comprehensive guide to responsible development with LLMs. As we outlined in the RUG, we recommend that all inputs and outputs be checked and filtered in accordance with content guidelines appropriate to the application. Additionally, many cloud service providers offer content moderation APIs and other tools for responsible deployment, and we encourage developers to also consider using these options.

Deploying Llama 3 at scale

Llama 3 will soon be available on all major platforms including cloud providers, model API providers, and much more. Llama 3 will be everywhere .

Our benchmarks show the tokenizer offers improved token efficiency, yielding up to 15% fewer tokens compared to Llama 2. Also, Group Query Attention (GQA) now has been added to Llama 3 8B as well. As a result, we observed that despite the model having 1B more parameters compared to Llama 2 7B, the improved tokenizer efficiency and GQA contribute to maintaining the inference efficiency on par with Llama 2 7B.

For examples of how to leverage all of these capabilities, check out Llama Recipes which contains all of our open source code that can be leveraged for everything from fine-tuning to deployment to model evaluation.

What’s next for Llama 3?

The Llama 3 8B and 70B models mark the beginning of what we plan to release for Llama 3. And there’s a lot more to come.

Our largest models are over 400B parameters and, while these models are still training, our team is excited about how they’re trending. Over the coming months, we’ll release multiple models with new capabilities including multimodality, the ability to converse in multiple languages, a much longer context window, and stronger overall capabilities. We will also publish a detailed research paper once we are done training Llama 3.

To give you a sneak preview for where these models are today as they continue training, we thought we could share some snapshots of how our largest LLM model is trending. Please note that this data is based on an early checkpoint of Llama 3 that is still training and these capabilities are not supported as part of the models released today.

We’re committed to the continued growth and development of an open AI ecosystem for releasing our models responsibly. We have long believed that openness leads to better, safer products, faster innovation, and a healthier overall market. This is good for Meta, and it is good for society. We’re taking a community-first approach with Llama 3, and starting today, these models are available on the leading cloud, hosting, and hardware platforms with many more to come.

Try Meta Llama 3 today

We’ve integrated our latest models into Meta AI, which we believe is the world’s leading AI assistant. It’s now built with Llama 3 technology and it’s available in more countries across our apps.

You can use Meta AI on Facebook, Instagram, WhatsApp, Messenger, and the web to get things done, learn, create, and connect with the things that matter to you. You can read more about the Meta AI experience here .

Visit the Llama 3 website to download the models and reference the Getting Started Guide for the latest list of all available platforms.

You’ll also soon be able to test multimodal Meta AI on our Ray-Ban Meta smart glasses.

As always, we look forward to seeing all the amazing products and experiences you will build with Meta Llama 3.

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Federal regulator finds Tesla Autopilot has 'critical safety gap' linked to hundreds of collisions

Federal authorities say a “critical safety gap” in Tesla’s Autopilot system contributed to at least 467 collisions, 13 resulting in fatalities and “many others” resulting in serious injuries.

The findings come from a National Highway Traffic Safety Administration analysis of 956 crashes in which Tesla Autopilot was thought to have been in use. The results of the nearly three-year investigation were published Friday.

Tesla’s Autopilot design has “led to foreseeable misuse and avoidable crashes,” the NHTSA report said. The system did not “sufficiently ensure driver attention and appropriate use.”

NHTSA’s filing pointed to a “weak driver engagement system,” and Autopilot that stays switched on even when a driver isn’t paying adequate attention to the road or the driving task. The driver engagement system includes various prompts, including “nags” or chimes, that tell drivers to pay attention and keep their hands on the wheel, as well as in-cabin cameras that can detect when a driver is not looking at the road. 

According to the NHTSA Office of Defects Investigation data, 13 fatal collisions evaluated in the probe resulted in the deaths of 14 people.

The agency also said it was opening a new probe into the effectiveness of a software update Tesla previously issued as part of a recall in December. That update was meant to fix Autopilot defects that NHTSA identified as part of this same investigation.

The voluntary recall via an over-the-air software update covered 2 million Tesla vehicles in the U.S., and was supposed to specifically improve driver monitoring systems in Teslas equipped with Autopilot.

NHTSA suggested in its report Friday that the software update was probably inadequate, since more crashes linked to Autopilot continue to be reported.

In one recent example, a Tesla driver in Snohomish County, Washington, struck and killed a motorcyclist on April 19, according to records obtained by CNBC and NBC News. The driver told police he was using Autopilot at the time of the collision.

The NHTSA findings are the most recent in a series of regulator and watchdog reports that have questioned the safety of Tesla’s Autopilot technology, which the company has promoted as a key differentiator from other car companies.

On its website , Tesla says Autopilot is designed to reduce driver “workload” through advanced cruise control and automatic steering technology.

Tesla has not issued a response to Friday’s NHTSA report and did not respond to a request for comment sent to Tesla’s press inbox, investor relations team and to the company’s vice president of vehicle engineering, Lars Moravy.

Following the release of the NHTSA report, Sens. Edward J. Markey, D-Mass., and Richard Blumenthal, D-Conn., issued a statement calling on federal regulators to require Tesla to restrict its Autopilot feature "to the roads it was designed for."

On its Owner's Manual website , Tesla warns drivers not to operate the Autosteer function of Autopilot "in areas where bicyclists or pedestrians may be present," among a host of other warnings.

"We urge the agency to take all necessary actions to prevent these vehicles from endangering lives,” the senators said.  

Earlier this month, Tesla settled a lawsuit from the family of Walter Huang, an Apple engineer and father of two, who died in a crash when his Tesla Model X with Autopilot features switched on hit a highway barrier. Tesla has sought to seal from public view the terms of the settlement.

In the face of these events, Tesla and CEO Elon Musk signaled this week that they are betting the company’s future on autonomous driving.

“If somebody doesn’t believe Tesla’s going to solve autonomy, I think they should not be an investor in the company,” Musk said on Tesla’s earnings call Tuesday. He added, “We will, and we are.”

Musk has for years promised customers and shareholders that Tesla would be able to turn its existing cars into self-driving vehicles with a software update. However, the company only offers driver assistance systems and has not produced self-driving vehicles to date.

He has also made safety claims about Tesla’s driver assistance systems without allowing third-party review of the company’s data.

For example, in 2021, Elon Musk claimed in a post on social media , “Tesla with Autopilot engaged now approaching 10 times lower chance of accident than average vehicle.”

Philip Koopman, an automotive safety researcher and Carnegie Mellon University associate professor of computer engineering, said he views Tesla’s marketing and claims as “autonowashing.” He also said in response to NHTSA’s report that he hopes Tesla will take the agency’s concerns seriously moving forward.

“People are dying due to misplaced confidence in Tesla Autopilot capabilities. Even simple steps could improve safety,” Koopman said. “Tesla could automatically restrict Autopilot use to intended roads based on map data already in the vehicle. Tesla could improve monitoring so drivers can’t routinely become absorbed in their cellphones while Autopilot is in use.”

Rob Wile is a breaking business news reporter for NBC News Digital.