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Build an evidence pack for an insurer, auditor, tender or buyer

Choose your club, sites, providers, people and assets, the dates and the day to show status as at, and who it's for. Get one watermarked PDF, or a ZIP with the source files.

2 min readLast updated

Applies to: Core (every organisation) · Club admin

On this page

The evidence pack builder makes one pack for whoever is asking, showing where everything stood on the day you choose and the evidence behind it. Club admins only.

How to build a pack

  1. Step 1: Open Evidence pack from Reports or your compliance profile (or Build an evidence pack on your gaps).
  2. Step 2: Under What goes in, keep your club ticked and open Sites, your providers, People and Assets to tick who's included.
  3. Step 3: Under Who it's for, choose the Audience (Insurer, Auditor, Tender or Buyer) and type Prepared for (name or organisation).
  4. Step 4: Choose From and To, and Show status as at (today by default).
  5. Step 5: Choose the Format: One PDF, or ZIP: the PDF and the source files. Keep Include photos (made small) ticked or untick it.
  6. Step 6: Select Build the pack.

What's in it

  • An introduction for the audience you chose (an insurer's pack leads with insurance, licences and tickets; a buyer's with the assets).
  • Each one's status on the day you chose, rebuilt from what was on file then, where it can be.
  • The history in the range (the latest 60 events each), and each document with its SHA-256 fingerprint.
  • Every page carries a watermark naming the recipient and the pack number.
  • The ZIP adds the source files and a manifest listing each file's SHA-256; anything left out is listed.

Limits

  • Up to 10 sites, 50 providers, 100 people and 100 assets in one pack.
  • A range of three years or less, ending no later than today.
  • Photos: up to 24, made small. ZIP: up to 150 files and 60 MB.
  • Up to 30 downloads in 10 minutes per person.

Common questions

  • Is the recipient's name in the web address? No. The form is posted, so the recipient and the people you chose never appear in a web address.
  • Why does an item say it couldn't be rebuilt? Requirement sets are rebuilt as they're set now (earlier versions aren't kept), and some items met in the app can't be rebuilt for a past day.
Each pack is numbered, recorded in the audit log and in Who looked at what with who it was for and the people included. Only your own records and decisions are included; a document a provider keeps from you never is.
Build an evidence pack
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