Point-in-time audit packs
Everyone on a site on a day, as it stood then: what the gate recorded and which insurance, licences, tickets, clearances and inductions were valid that day, as a ZIP.
1 min readLast updated
Applies to: Audit & Quality · Administrator, Safety officer (HSEQ), Director or executive
When an auditor or regulator asks “who was on site on the 14th, and were they cleared?”, the point-in-time pack answers from the records as they stood then, not today's status.
Before you start
- Audit & Quality is on, and your company uses sites (they come with Gate & Access or Site Safety Records).
- Company admins, and on builders' and other businesses' accounts a Safety officer (HSEQ) or Director or executive.
How to download a pack
- Step 1: Open Internal audits, then Point-in-time pack.
- Step 2: Choose the Site.
- Step 3: Choose From and To (the same day for one day).
- Step 4: Select Download pack (ZIP).
What's in it
- A PDF and CSV files of everyone on the site: what the gate recorded (cleared, refused, let in by override).
- Which insurance, licences, tickets, clearances and inductions were valid that day, rebuilt from the dates on file and when each was approved.
- SWMS sign-ons, toolbox talks, incidents (without names) and permits, and planning and chemicals records where you have them.
Limits
- Up to 31 days at a time, ending no later than today.
- Requirements are the ones set now (earlier versions aren't kept); the pack says which items it couldn't rebuild.
The pack is labelled with your name and the date, and recorded in the audit log and in Who looked at what.