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Export your audit trail with the Audit-Ready Pack

Pro and above

When an inspector, client or principal designer asks for your paperwork, you don't want to be assembling PDFs by hand. The Audit-Ready Pack brings the project's documents, version history, worker evidence, live Site Diary entries, attendance, sign-offs, evacuation roll-calls, incidents, COSHH and permits into a single PDF you can print or send.

Build the pack

  1. Open your project and click the Documents tab.

  2. Scroll to the Audit-Ready Pack card and click Create Pack →.

  3. On the pack page, click Open full pack (PDF).

    The merged PDF opens in a new tab for printing or saving. If your browser blocks the pop-up, it downloads instead.

The sign-off audit trail

The pack's Worker Document Sign-Offs section shows up to the 500 most recently created RAMS, Emergency Plan and Site Induction sign-off records. That set includes outstanding assignments as well as signed and superseded evidence, and is then grouped by document and version for display. Each row shows its status, the applicable revision and, when signed, the signing time and identity evidence. Signed rows can come through either the shared crew link or the authenticated mobile app. If there are more than 500 records, the pack states the total and that it is showing the most recent 500. Toolbox Talk Acknowledgements are listed in their own section, also up to the 500 most recent with the total disclosed when truncated. On Business and above, a signed shared-link row made with a worker PIN says PIN verified; an authenticated mobile-app row says Signed in as themselves; a dash means neither check applied. Each signed version-aware row records what the worker attested to without pretending a PIN is biometric proof.

The Site Diary section

Up to the most recent 500 live Site Diary entries are listed with their date, weather, workers on site, work completed, issues or delays, and attached-photo count. Deleted entries are kept out of this compliance pack. If a Site Supervisor (a Business-and-above role) deleted an entry, an owner or admin can restore it before rebuilding the pack; an owner/admin deletion is permanent. On projects with more than 500 live entries, the section heading states the limit.

Frequently asked questions

What's in the Audit-Ready Pack?

A cover summary; project documents and version history; worker certification, right-to-work and CSCS status; Site Diary entries and photo counts; attendance; worker document sign-offs; evacuation roll-calls; incidents; COSHH; and permits. Deleted Site Diary entries are excluded. Long-running projects show the most recent 500 live diary entries and say so in the section heading.

Which plans include the Audit-Ready Pack?

Pro and above, on both the website and signed-in mobile app. It's available when you're running the job (not on subcontractor-role projects); projects bought through our setup service keep access.

The pack says some documents are missing — what does that mean?

If a document's PDF couldn't be retrieved, the pack names it rather than silently shipping incomplete. Regenerate the named documents, then build the pack again.

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