Fill in the Summary of Inspections

  1. To print a draft report, click the |print icon| button , select “Draft” then click “Generate”.

    For large sites with many observations recorded, it may be advantageous to print a draft report so that the rest of the “Summary of Inspections” can be filled out accurately. The draft report is limited only to the certificate and observation pages (the board/circuit schedules and test results are omitted).

The draft report is generated as a PDF file. Although not necessary, printing a hard copy may make it easier to verify the “Summary of Inspection”.
  1. In the left tree, select “Summary of Inpection”.
  2. Click on the first drop-down list and select the required result (e.g. PASS).
  • To speed up entry, you can use the keyboard once the first drop-down list is selected. Press Tab to move to the next field, Shift Tab to move to the previous field, the arrow keys to cycle through values, P to select PASS, F to select FI etc.
  • If you inadvertently over type a field that has already been automatically filled in, don’t worry, you will have, for the last time to click on “Check Compliance” before completion, which will again, offer to change the field relating to an entered automatic or preset observation.
  • If in the process of “flipping” these fields and you realise you have not entered an observation(s), again, don’t worry. Go back and enter the relevant observation(s). When you are happy, click the |check compliance icon| button again and the software will offer if applicable, the relevant “Summary of Inspection” field(s) to flip.
  1. When you get to Section H (Special Locations), note that the checkboxes can be in three states: Checked (Ticked), Unchecked (Blank), TODO (Grey Tick, or Blue). Where special locations are not relevant, click the checkbox once or more until turns blank.
If you click too many times, keep clicking in the box to cycle through.
Where you do have a “Special Location”, click in the box twice, the box will be ticked and will expand to show “Summary of Inspection” fields relating to the “Special Location”. In this case, we have a shower in the mechanics’ changing room. Therefore, this location requires filling in. As stated earlier, if any auto or preset observations have been entered relating to a “Special Location”, the field(s) will be automatically flipped as you can see here.
Section H “Special Locations” is now finished with all relevant boxes ticked or cleared.
  1. When you get to section I (General Condition), as there is “Remedial Work Required” to bring the installation up to current standards, under “Remedial work is required” select “Yes”, then click “Edit”.

    The “General Asessment” dialog is displayed.

  1. Click an observation to select it.

    As there are code 2 observations but the installation is in a generally good condition, I will choose the following statement

The “Overall Assessment” is automatically filled in from the statement chosen.
  1. Finally, click the |check compliance icon| button again. This is to ensure that all “Special Locations” have been cleared or fields “flipped” or changed where relevant.
Once the |check compliance icon| button has been clicked for the last time, all boards and circuits will have a green tick on them to show that the site has all data entered and is finished.

Correcting a Data Entry Error

After clicking the |check compliance icon| button it was noticed that due to data input error, this particular circuit (6L1) should not have failed and should not have recorded two automatic observations. “The maximum permissible earth…” “Unable to ascertain whether CPC….” The earth loop recorded at 5 Ω should have been recorded as 0.5 Ω.

  1. Enter the correct figure of 0.5 then click the |check compliance icon| button.

    Because the software analyses on the “fly”, the corrected non-applicable auto observations are now italicized. All italicized observations on this pane will not be shown on the report, with the exception of rectified observations (see below).

The software will not delete these observations automatically; this is to show the inspector that the software has acted upon the corrected data. High-lighting the italicized observations, we can now delete the italicized observations using the “Delete” button. Warning - if you change data that previously caused a field to “flip” in the “Schedule of Inspection”, the software cannot “flip” this back - you will need to go to the “Schedule of Inspections” and make the required alterations if applicable.

Rectifying Observations

If while carrying out an inspection you repair/rectify certain works you can record this fact on the report.

  1. Highlight the observation then click on the “Rectify” button.

    This will bring up a dialog box with the initials of the inspector already inserted. If necessary you can edit the initials e.g to add a job/works number.

  2. Enter the date of the rectification works and click OK.

    Now on the assigned observations, the “Rectified By” and the “Date” have been recorded.

    The report will also show that the observation has been rectified and dated by the inspector.

We have recorded an automatic observation stating there is a low insulation resistance reading (Phase/Earth = 0.1).

We need to rectify this observation and wish to update the reading, but still want to record the observation showing that it has been rectified.


When you update the reading and run the “Compliance Check”, this observation will be italicized and in normal circumstances, will not be recorded on the report.


But as the observation 2.3 has been rectified and has the low insulation resistance reading updated, with the result that after the “Compliance Check” has been run, the observation is now italicized on the software, but in this instance, as it has been rectified, it will be recorded on the report and showing the observation as rectified.


➲ Next: Attach Files.