Only team members who have been marked as a competent person can access the thorough examinations feature
Only the creator of the thorough examination can update the examination
To record a thorough examination using the web app:
Head to the inspections area and select the thorough examinations (TE) tab
Click on ‘+ Create thorough examination’
Enter your thorough examination job number and the date of the examination, and click ‘Create’
Record the inspection results against the items of equipment you are performing the thorough examination for. Be sure to use the relevant thorough examination job number in the thorough examination job reference field, and enter the safe working load limit
Head back to the Inspections area and select the thorough examinations (TE) tab
Click on the job reference name, eg ‘Demo TE Job’
Click on ‘+ Update examination’
Use the Status dropdown menu to change the status of your TE to 'Complete'
Populate the date of issue, update or enter the declaration, select the customer and issued addresses, and click ‘Update’
You can now download the certificate of thorough examination by clicking on ‘Download PDF’ and print or share it as preferred
💡 To set the inspector declaration and signature of competent person, click on the profile dropdown in the upper right-hand corner of the web app, and select ‘Profile’
To record a thorough examination using the mobile app:
You must set the inspector declaration and signature of the competent person in the web app. Click on the profile dropdown in the upper right-hand corner of the web app, and select ‘Profile’
Tap 'Me'
Tap 'Thorough examinations'
Tap '+' in the upper right-hand corner
Enter your TE job reference and the date of issue
Tap 'Create'
Record the inspection results against the items of equipment you are performing the thorough examination for. Be sure to use the relevant thorough examination job number in the thorough examination job reference field, and enter the safe working load limit
Follow steps 1 & 2 above to head back to the thorough examinations area
Tap the three dots to the right of the thorough examination you have completed
Tap 'Update'
Use the Status dropdown menu to change the status of your TE to 'Complete'
Populate the date of issue, update or enter the declaration, and click ‘Update’
You can now download the certificate of thorough examination by tapping on the three dots to the right of the thorough examination you have completed and then tapping ‘Download PDF’