Record routine work or a specialist task

A printable operative quick start for tags, checklists, due checks and photos.

Before you start

Open your SiteClara enrolment text in Safari or Chrome and finish enrolment. Use that same browser when you scan or tap a tag. You do not need to install an app. Your organisation must assign you as an operative or supervisor at that building.

Record the work at its location

  1. Scan the poster's QR code with your phone camera or tap the fitted NFC sticker. Open the website link.
  2. Check the building and location shown.
  3. Open Record work and answer the routine checklist shown for the work you actually did.
  4. If a scheduled check is due, use the check action and complete its questions. If you cannot do it, choose Unable to complete and give the reason.
  5. Use the final completion action and wait for the saved or queued message.

A held-up check can be completed later; its earlier reason remains on the record. An ordinary repeat within ten minutes may be treated as a repeat rather than a second visit. Do not use repeated taps to try to fulfil a later scheduled check.

Record an occasional specialist task

If the location offers it, choose Specialist task within Record work, select the procedure and answer its questions. Use Back to return to routine work.

The specialist task is recorded under its own name. It does not complete a scheduled check, even at the same location. Only record procedures you are authorised and equipped to do; the checklist does not replace your employer's training or instructions.

Photos, problems and jobs are separate actions

You can save visit photos independently. A saved photo does not mean a check was completed. Use Report a problem for something needing attention. To close a visible job you have fixed, use the job's close action at that location.

For a mistake closing a job by scan, the person who closed it can undo within two minutes. The true record of the visit remains. This undo is not for remote supervisor closes.

If the phone has no signal

Look for an explicit saved-to-send message. Supported work records can queue and send when the phone reconnects; that is not yet proof the server accepted them. Photos need a signal. Read what works offline before relying on the offline lane.

Need a hand?

For your building's access or work, start with your organisation's administrator. For SiteClara or billing help, email help@siteclara.com.

Include your organisation, the building, what you tried and the message shown. Do not send private sign-in, invitation or contractor links, or full card details.