Docs field manual
Get ready for inspection day
Build your evidence pack as a PDF and create a time-limited, read-only link that you can share with an inspector yourself.
Practice managers and owners do this before an inspection.
The pack includes your latest mock inspection, and each PDF shows your records on the day it is built. Finish your mock inspection and the jobs on your Action plan first if you can.
Steps
- Open Inspection day.
- Press Build and download the PDF. The PDF saves to your device.
- To check it, press Read next to the pack in the list.
- Under Inspector link, choose how long it lasts in Works for.
- If you want to, fill in Who it's for (optional).
- Press Create link.
- Press Copy link, because the link is only shown once.
- Paste the link into your own message to the inspector. The app does not send it for you.
The inspector can read the pack without an account. It holds no patient records or sensitive check details. The list shows how many times each link has been opened.
If something goes wrong
- You lost the link. For security it can't be shown again. Press Withdraw link on the old one and create a new one.
- You need to stop a link working. Press Withdraw link. Links also stop working when they run out.
- Couldn't copy. Select the link yourself and copy it.
- Couldn't build the pack. Press Build and download the PDF again. If it happens again, note the message on the screen.
- You added more records after building. Build a new pack, because an older PDF won't include them.
- You can't see Inspection day. Only managers and owners can use this page.