The record follows the work
SiteClara keeps problem reports, work confirmations, check outcomes and explanations, visit photos and job actions. It is for the teams and building to see and sort things out together. It is not clock-in, payroll or an individual performance-scoring system.
The owner sees a provider's work attributed to the company, not a list of that provider's individual operatives. Each organisation manages its own staff. A staff reporter's name accompanies their report; a contractor's name and company accompany the contractor job record.
Correct what the product allows
The worker who closed a job by scan can undo within two minutes; the confirmation of the visit remains. Your own visit photo can be deleted while the day's report is not approved. Check explanations can be changed within seven days unless the report is approved. Approved report snapshots and true work records are not general-purpose editable notes.
Removing a person or changing a form does not erase past work. Ask your organisation's administrator about a factual correction or a privacy request rather than making another record to hide the first.
Administrator: download your organisation’s data
Open Settings and the agreement/data section, then choose Your data to download the organisation's JSON export. It contains records within that organisation's rights. An owner's export includes the own staff it enrolled, not another provider's workers. A provider's file is scoped to its own records.
Store and share the export appropriately. It is a data file, not a PDF report. Access to export does not authorise wider disclosure of people's information.
Retention and account closure
Retention depends on the kind of record and the organisation's account status. An unsaved trial is scheduled for purge 60 days after it ends. Operator-disabled organisations are normally scheduled for deletion 30 days after disable; provider removal preserves the necessary anonymous historical record at other organisations' sites.
Subscription cancellation and operator deletion are distinct. If you need an export or have a deletion request, contact your administrator or support before relying on an account being kept indefinitely.
Read the notices that apply
The privacy notice, workers' privacy notice, text messages page and your organisation's data processing agreement explain the formal arrangements. Your administrator can find the agreement in Settings.
Keep sensitive personal information out of general reports and photos. Browser translation may send page text to your browser's translation provider. These support pages do not load SiteClara's marketing measurement scripts.
Current guide: https://siteclara.com/support/privacy-and-data