How do I get ready for a supervisory examination?

What to have in place before an examiner asks, and which judgements remain yours no matter what this product does.

  1. 1

    Run validation and clear every error. Acknowledge each warning with a reason.

    An unacknowledged warning reads as something nobody looked at. An acknowledged one reads as a decision, which is what an examiner is looking for.

  2. 2

    Check that every critical or important function is linked to the arrangements it depends on.

  3. 3

    Attach evidence to the records it supports - certificates, assurance reports, due diligence - and use Verify all integrity so you can show nothing has changed since upload.

  4. 4

    Generate the audit pack from Reports.

    You should see: A PDF assembled in the order a reviewer works.

  5. 5

    If an external reviewer needs access, invite them from Settings with an expiry date rather than sharing an account.

    You should see: Read-only access that ends on the date you set.

Worth knowing

What this product does not do, and will not claim to: it does not decide whether a function is critical, it does not write your concentration-risk assessment, and it does not certify that your register is complete. It makes what you have recorded checkable, and it refuses to let you file things that are internally contradictory or that the authority's dictionary would reject.

Every read of a record is in the audit trail, not only every change. 'Who looked at this, and when' is a question examiners ask.

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