Before you start: Auditor permissions
The Assurance Checks module is only visible to users with the Auditor permission. If you do not see Assurance Checks in the menu bar, your account does not have this permission — it is not enabled for all RCA users by default.
Contact your RCA Administrator to request Auditor access. Once the permission has been added to your account, the module will appear in your menu bar.
How to create an Assurance Check
From the Create Assurance Check page
Navigate to Assurance Checks in the menu bar, then use the search bar to find a TMP or Worksite by ID, address or name. Select the TMP or Worksite from the dropdown results, or choose "Start Assurance Check without TMP or Worksite" to create a standalone check.
From a TMP or Worksite overview page
Open any TMP or Worksite with Submitted, Approved, or Declined status. Click the "Create Assurance Check" button in the action bar at the bottom of the page. The TMP or Worksite is automatically pre-selected.
Tip: If you're on-site or searching by location rather than ID, use the Planning Map to quickly identify relevant records. Open the Worksite or TMP from the Planning Map view, then use the "Create Assurance Check" button at the bottom of the screen for a shortcut to starting the process.
What happens when an Assurance Check already exists?
When you search for or select a TMP or Worksite that already has an Assurance Check underway, the system will inform you about this and explicitly state that there is an "In Progress" Assurance Check.
The system displays the creation date and time of the "In Progress" Assurance Check if it is considered "stale" based on a threshold set by your RCA (system-wide default is 24 hours).
As Officer, this allows you to make an informed decision about whether to continue or start fresh.
Important: Only one Assurance Check can be "In Progress" for a TMP or Worksite at any point in time. This means that you either must "Discard" it and start fresh or continue and complete the already existing assurance check.
Generally, you have two options: continue the existing check where you left off, or discard it and create a new one. Discarding marks the old Assurance Check as "Discarded" (read-only) and allows you to start fresh.
Once discarded, the check:
Remains visible in the reports table as a read-only record
Cannot be re-opened or edited
Does not generate a completion PDF
Discarding is irreversible.
Saving your progress
Click "Save & Continue" at the bottom of each page to move forward. Once saved, you can close the form and return to it anytime by searching for the same TMP or Worksite again, or access the "In progress" workflow via the Reports table. In-progress checks remain accessible until you complete or discard them.
Completing an Assurance Check
Once you complete all pages and submit, the Assurance Check is marked as "Completed" and a PDF is automatically generated. The PDF appears in the TMP and the Worksite history panel, visible to everyone with access to the Worksite or TMP, too.
Completed Assurance Checks cannot be edited.
The PDF for the "Completed" Assurance Check is emailed to all recipients specified on the last page of the Assurance Check workflow.
Where the Assurance Check is linked to a Worksite or TMP, recipients are auto-suggested - for standalone Assurance Checks, recipients need to be manually entered.
Where the Assurance Check is linked to both a TMP and a Worksite, the PDF is posted as a comment on both records. Where the check is linked to a Worksite only (no TMP exists), the PDF is posted to the Worksite only. Standalone checks do not post to any record automatically.
Assurance Check History
To view the full history of all Assurance Checks against a TMP or Worksite, check the Worksite's History or Comment panels or use the Assurance Checks Reports table.
There's no limit to how many Assurance Checks can be created and linked to a TMP or Worksite.