Capturing Evidence, Sign-off, and Certificates
Add photos and notes, collect signatures, and review the final certificate before it leaves the device.
Before you start
- The inspection checklist and defects are up to date.
- You know which observations need photos or written context.
- The customer or site contact is available if sign-off is required on site.
Expected outcome
Evidence and signatures are stored against the correct visit and the certificate is reviewed before sharing or relying on it.
Capture evidence in context
- Add photos where they explain the condition better than text alone.
- Use text or voice notes when the reviewer will need narrative context later.
- Keep the evidence attached to the relevant visit, defect, or inspection state instead of saving it elsewhere first.
Review before sign-off
- Check the inspection result, notes, defects, and attachments before asking for a signature.
- The current inspection-completion path requires the engineer signature. If you start site-representative sign-off, provide the representative's name and signature; their role or company is optional.
- Keep the signature surface steady while signing. If the signer drags near the edge of the canvas, lift and resume rather than pulling the page around.
- Reopen the signature step if the stroke preview does not match what the signer intended before completing the visit.
Confirm the certificate carefully
- An online completion opens the certificate viewer. An offline completion is saved to the queue instead; confirm it syncs before expecting a certificate.
- In the certificate viewer, check the result, site, system, completion date, certified-by details, notes, and next-due date before sharing the PDF.
- If something looks wrong, return to the inspection record and correct the source data before you rely on the generated output.
- Once you regain connectivity, confirm sync completes so the office team and any shared certificate view the same finished record.
Troubleshooting
| Problem | What to check |
|---|---|
| The certificate is missing recent evidence | Confirm the photos or notes were saved against the visit and that sync completed after the update. |
| The office team cannot see your finished sign-off | Check sync state and confirm the final signed record uploaded successfully. |
| A reviewer cannot understand the condition from the evidence | Add a clearer note or annotation before finishing the visit. |
Reference surfaces
- Use Photos and Media, Signatures and Certificates, and Visit Notes for the detail behind capture, preview, and sign-off.
- Use Inspection History when you need to review completed outputs and revisit older certificates after the live visit.
- Use Inspection History to find completed certificates and reports, then ask the office team to verify any later customer delivery or export.