Export your audit trail with the Audit-Ready Pack
Pro and above
When an inspector, client or principal designer asks for your paperwork, you don't want to be assembling PDFs by hand. The Audit-Ready Pack brings the project's documents, version history, worker evidence, live Site Diary entries, attendance, sign-offs, evacuation roll-calls, inspections, corrective actions, plant history, incidents, COSHH and permits into a single PDF you can print or send.
Build the pack
Open your project and click the Documents tab.
Scroll to the Audit-Ready Pack card and click Create Pack →.
On the pack page, click Open full pack (PDF).
The merged PDF opens in a new tab for printing or saving. If your browser blocks the pop-up, it downloads instead.
Use Plant evidence appendix when you need the raw Plant files separately.
The appendix contains a numbered manifest, supported images on labelled pages, and the raw PDFs in manifest order. Identical stored files are included once while every associated asset number and evidence title remains listed.
The sign-off audit trail
The pack's Worker Document Sign-Offs section shows up to the 500 most recently created RAMS, Emergency Plan and Site Induction sign-off records. That set includes outstanding assignments as well as signed and superseded evidence, and is then grouped by document and version for display. Each row shows its status, the applicable revision and, when signed, the signing time and identity evidence. Signed rows can come through either the shared crew link or the authenticated mobile app. If there are more than 500 records, the pack states the total and that it is showing the most recent 500. Toolbox Talk Acknowledgements are listed in their own section, also up to the 500 most recent with the total disclosed when truncated. On Business and above, a signed shared-link row made with a worker PIN says PIN verified; an authenticated mobile-app row says Signed in as themselves; a dash means neither check applied. Each signed version-aware row records what the worker attested to without pretending a PIN is biometric proof.
The Site Diary section
Up to the most recent 500 live Site Diary entries are listed with their date, weather, workers on site, work completed, issues or delays, and attached-photo count. Deleted entries are kept out of this compliance pack. If a Site Supervisor (a Business-and-above role) deleted an entry, an owner or admin can restore it before rebuilding the pack; an owner/admin deletion is permanent. On projects with more than 500 live entries, the section heading states the limit.
Inspections, actions and plant history
The Site Inspections & Corrective Actions section gives exact inspection totals and names every active status: complete, open and draft. Failed-check figures are shown separately because a failed item can belong to an inspection in any of those statuses. Up to the 500 most recent non-archived inspections containing a failed or safety-critical check are loaded with their location, overall and item notes, completion context, plant link and captured-photo count. If more exist, the pack states the exact exception total and the number displayed. A failed check is never described as having created an action unless an action actually exists.
Corrective actions remain visible even if their original inspection has since been archived. Each displayed action retains its description, assignee, due date, completion time, close-out notes and photo count. Captured exception/action photos are fetched and verified, downscaled for reliable printing, then embedded in the printable page and a private-URL-free appendix in the full PDF. Up to 60 distinct images are attempted within a cumulative pack-size and build-time limit; any count truncation, resource-limit omission or unavailable image is stated in the pack while the original evidence remains recorded. On projects with more than 500 actions, the pack states the exact total and shows 500 prioritised records: safety-critical first, then active work. The cover's action total and open/safety-critical figures come from the full project record, not that displayed subset.
The Plant & Equipment section contains placements that physically reached the site — on site, quarantined or removed — and keeps removed periods as history. Each placement shows the asset identity, ownership and supplier snapshot, arrival/removal dates, site location, RAMS reference and final project status. It evaluates the mandatory evidence requirements that applied during that period, so a certificate that expired after removal does not make earlier use look invalid, while a later renewal cannot hide an evidence gap that occurred on site. Evidence that was recorded but never valid during the placement is identified separately from a missing record. Exact gap dates are shown only where they can be proved; unstated validity, unrecorded legacy requirement history or evidence omitted at the 500-record load limit is never turned into a guessed gap. The section also gives exact inspection, failed-inspection and corrective-action counts, details failed or safety-critical checks and open actions, and records quarantine and return-to-service periods and notes. Planned, awaiting-review, approved-but-not-arrived, archive-removed-but-never-arrived, rejected and cancelled placements are not presented as site use. The cover counts distinct plant items and adds Plant inspection, failed checklist-item, event-backed open-defect, evidence-gap and quarantine-event totals; the section counts placement periods. If there are more than 250 periods, it states the total and shows the 250 most recent rather than using today's register values. For approved or historically superseded evidence whose validity could support a recorded placement period, the full PDF appends safe, retrievable raw files after a private-URL-free manifest. Supported images become labelled appendix pages; raw PDFs follow in numbered order. Identical stored files are deduplicated without losing any asset/title label. Missing, unsupported, unsafe or unavailable files are named. If the complete set exceeds the main pack's count, byte or build-time budget, the cover says no raw Plant files were appended there and directs you to the separate Plant evidence appendix download, which has a larger bounded envelope and its own truthful omission notice. Raw private storage URLs are never printed or linked.
Frequently asked questions
What's in the Audit-Ready Pack?
A cover summary; project documents and version history; worker certification, right-to-work and CSCS status; Site Diary entries and photo counts; attendance; worker document sign-offs; evacuation roll-calls; inspections and corrective actions; plant that reached the site, including removed history; incidents; COSHH; and permits. Deleted Site Diary entries are excluded. Any section limited for a long-running project states the full total and what is shown.
Which plans include the Audit-Ready Pack?
Pro and above, on both the website and signed-in mobile app. It's available when you're running the job (not on subcontractor-role projects); projects bought through our setup service keep access.
The pack says some documents are missing — what does that mean?
If a project document or approved Plant evidence file couldn't be retrieved, the pack names it rather than silently shipping incomplete. Restore or re-upload the named evidence, or regenerate the named project document, then build the pack again.
Why is there a separate Plant Evidence Appendix download?
The main pack appends the complete deduplicated set of relevant approved Plant PDFs and images when it fits its safe build limit. The separate appendix is always available when relevant raw Plant evidence exists, and has a larger safety limit for evidence-heavy projects. If the main pack cannot safely append the complete set, its cover says so and keeps the historical Plant summary intact.
Related guides
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