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Assurance Checks: Reports and Viewing past Checks

As RCA officers, you can find records of completed, discarded and in progress Assurance Checks. View Assurance Check details, download PDFs using the Actions button, and export data to CSV.

Written by myWorksites
Updated today

Accessing Assurance Check reports

Navigate to Assurance Checks in the menu bar, then select Reports. The reports page displays all Assurance Checks within your jurisdiction in a searchable table.

Accessing checks by status

How you can interact with an Assurance Check depends on its current status:

Status

Access

In progress

Opens in the editable workflow.
Assurance check can be accessed from the reports table, or by navigating to the Create Assurance Check page and searching for the relevant TMP or Worksite.

Completed

Can be opened as a PDF or as a read-only view of the form. Both options are available from the reports table.
The PDF is also accessible from the Worksite/TMP Comments and History panel.

Discarded

Read-only view only, accessible from the Reports table. No PDF is generated for discarded checks.

Filtering and sorting

Filter by date range - Set start and end dates to view Assurance Checks within a specific timeframe. This is useful for monthly or quarterly reporting.

Sort columns - Click on any column header to sort the data in ascending or descending order. This helps you quickly find specific Assurance Checks or organise data by Officer, date, or status.

Customise visible columns - Click the Show/Hide columns icon (looks like two columns) above the reports table on the right-hand side, under the Export button. Toggle columns on or off based on what information you need to see. Many columns are hidden by default but can be turned on individually. Enable all columns or turn individual columns on or off within the columns control panel, or re-order the column order by dragging the order of columns up or down in this menu.

Learn more: For detailed information about working with reports tables, including additional features, see Search, save or share.

Viewing Assurance Checks

Click on the link in the first column ("Assurance Check code") in the table to open a read-only view of the relevant Assurance Check on screen. This single-page view displays all information captured in the Assurance Check workflow, including G check results, site details, and any supporting documentation.

Accessing PDFs

For completed Assurance Checks, click the Actions button on the right side of the row to download the PDF of the completed Assurance Check.

Exporting reports

Click the "Export" button to download a CSV file of Assurance Check related data. The CSV includes all data (all available columns) and respects your date filter selection.

It is highly recommended you specify a date range before exporting.

Finding Assurance Checks from TMP or Worksite history

Completed Assurance Check PDFs also appear in the history panel on TMP and Worksite overview pages. This provides quick access when you're already viewing a specific TMP or Worksite and want to see associated Assurance Checks without navigating to the Reports page.

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