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Reporting & Audit Trail

Evidence You Can Show, and Numbers You Can Check.

See what is happening right now, see how the team is doing over time, and keep a history of changes you can export when a client, auditor or insurer asks.

What It Does

What You Get

Live Ops, your home page

A greeting, the day in a sentence, and what needs attention now: overdue, due today, unassigned, awaiting sign-off, forms waiting, assets due for service and readings out of limits. It refreshes as work changes, and every figure clicks through to the records behind it.

Who is on what, right now

Open work by status, the jobs in progress and which engineers are on a job, scheduled for later today or free to take work.

Performance over any period

Choose a date range and see how much finished work was on time, how long jobs took, how many missed their due date and how many sign-offs were reopened, each compared with the same length of time before.

Compliance, upkeep and team

Readings outside their limits, assets due for service, forms waiting for their next stage and how much of your engineers' working time is booked, with breakdowns by client, group, job type and engineer.

Targets and history

Set a target on a measure, see whether you are on it, and check how it has moved night by night over the last 90 days. Choose who is told when a measure slips off target.

Export what you see

Download a CSV summary of the Performance figures for your date range, with who generated it.

Histories on the record

Work orders, assets, clients, forms and team members each keep a history of changes.

Exportable audit log

Download your team's full activity history as a CSV, including date and time, user, action, what it affected, IP address and device.

In Practice

How It Works

1

Sign in and Live Ops shows current work, overdue jobs and who is on what.

2

Click any figure to go to the work orders or report behind it.

3

Open Performance, choose a date range and compare it with the period before.

4

Download a summary for a meeting, or export the audit log when you need a complete record of activity.

FAQ

Common Questions

Related

Works Hand in Hand With

Try Reporting & Audit Trail With Your Own Team.

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