PDF template
DVSA maintenance investigation prep.
A preparation checklist for a DVSA maintenance investigation, covering the records to assemble, the period they should span and the gaps worth finding first.
This is the paper version. FleetOptix does the same job on a phone, with the record filed against the vehicle or the driver automatically.

What is on the sheet
- The records typically requested, and the period they cover
- How the file should be ordered to be read by somebody else
- The cross-checks an examiner makes between documents
- Gaps to identify and explain before the visit rather than during it
Why this record matters
A maintenance investigation is a documentary exercise. The examiner is reading whether the system described on paper is the system actually running, and the strongest signal is consistency between documents — inspections matching the schedule, defects matching the checks, rectification matching the defects.
Preparation is mostly about finding your own gaps first. A gap found by the operator, explained and with a correction already underway, is a different conversation from the same gap found by an examiner.
Use it with
- O-licence undertakings checklistA checklist of the undertakings given on an operator licence, with the evidence that demonstrates each one is being kept.
- PMI safety inspection sheetA preventative maintenance inspection sheet recording the safety-critical items checked, the measurements taken and the declaration that the vehicle is roadworthy.
- Public inquiry prep checklistA preparation checklist for an operator called to a public inquiry, covering the evidence to assemble and the questions to be ready to answer.
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Contains public sector information licensed under the Open Government Licence v3.0. General guidance, not legal advice. Checked October 2026.