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How-to guideA task-oriented guide for completing a specific goal.
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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

  1. Add photos where they explain the condition better than text alone.
  2. Use text or voice notes when the reviewer will need narrative context later.
  3. Keep the evidence attached to the relevant visit, defect, or inspection state instead of saving it elsewhere first.
Inspection evidence workflow
Capture evidence in the inspection context so the office team and final report read the same story.

Review before sign-off

  1. Check the inspection result, notes, defects, and attachments before asking for a signature.
  2. Make sure the customer or site contact is signing the right finished state, not a half-complete record.
  3. 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.
  4. Reopen the signature step if the stroke preview does not match what the signer intended before completing the visit.

Confirm the certificate carefully

  1. Open the certificate viewer or final preview and check the core details before sharing it on.
  2. If something looks wrong, return to the inspection record and correct the source data before you rely on the generated output.
  3. Once you regain connectivity, confirm sync completes so the office team and any shared certificate view the same finished record.

Troubleshooting

ProblemWhat to check
The certificate is missing recent evidenceConfirm the photos or notes were saved against the visit and that sync completed after the update.
The office team cannot see your finished sign-offCheck sync state and confirm the final signed record uploaded successfully.
A reviewer cannot understand the condition from the evidenceAdd a clearer note or annotation before finishing the visit.

Reference surfaces

  1. Use Photos and Media, Signatures and Certificates, and Visit Notes for the detail behind capture, preview, and sign-off.
  2. Use Inspection History when you need to review completed outputs and revisit older certificates after the live visit.
  3. Use the Artifact Output Atlas when you need to trace where a certificate, report, email, or export was generated and who consumes it next.

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