Managing Documents, Logbooks and Job Reports

Keep your compliance records centralised and organised. You can quickly view and download logbooks, servicing reports, and any documents related to risk assessments, follow-ups, and control measures — all from the web app.

Where to find your documents

1. Go to ‘Buildings’
   In the web app, click on Buildings in the left-hand menu.

2. Select a building
   Use the search bar if needed and click on the relevant building.

3. Open the ‘Documents’ tab
   Within the building dashboard, go to the Documents tab. Here you’ll find:

   • Logbooks

   • Job reports (completed tasks)

   • Risk assessments

   • Uploaded files (e.g. manuals, certificates)

Download logbooks and reports

1. Go to the ‘Download Logbook’ in the top right corner

   • Logbooks show completed control tasks, non-compliances and follow-ups.

2. Apply filters (optional)
   Use filters to narrow down by:

   • Date range

   • Type of task (e.g., flushing, temperature, inspection)

3. Click ‘Download Logbook’
   Select the items you want and click Download Logbook. This will generate a clear, timestamped report suitable for audits and internal records.