Engineer Reference
Site Details and Briefing Screen Reference
Review site context, systems, inspection history, documents, and the pre-visit briefing.
Before you start
- You need operational context for a site in the active workspace.
Expected outcome
You can use site detail for the full record and site briefing for pre-visit orientation.
Site Details
| Tab | Current content and exits |
|---|---|
| Overview | Site identity, address and access context, plus the Site Briefing entry. |
| Systems | Installed systems, asset counts, system details, Add System, and system-scoped Schedule Inspection. |
| History | Site inspections; completed records open Certificate Viewer and active records open Inspection. |
| Documents | Asset-register CSV, defect-list CSV, and certificate PDF downloads where records exist. |
The primary Schedule Inspection action selects the site and, when available, its first system. You can still schedule from a site with no systems and bind the installed system during the visit.
Site Briefing
The briefing can show:
- last-inspection date and result;
- open defects and severity totals;
- site notes;
- the next scheduled inspection;
- refresh or stale-data feedback.
Start Inspection opens Schedule Inspection. Inspection history opens the site-filtered history screen. Selecting an open defect opens Defect Resolution, the current registered defect route.
Boundaries
- Site documents are workspace records and downloads; availability depends on the underlying inspections and your access.
- A briefing is a preparation view, not a replacement for the live inspection record.
- Office changes do not become mobile truth until the device loads current data; deployed-work restrictions still apply to field roles.
Troubleshooting
| Problem | What to check |
|---|---|
| A certificate is missing | Confirm the inspection is completed and a certificate is available. |
| Briefing details differ from the site | Refresh, then record the correction in the owning site, note, or defect workflow. |
| History opens a different surface than expected | Active records open the inspection; completed records can open their certificate. |