> ## Documentation Index
> Fetch the complete documentation index at: https://support.parker.work/llms.txt
> Use this file to discover all available pages before exploring further.

# Record a compliance check

> Capture safety checks, temperatures, test results, and certificates on site, with the readings and evidence your compliance team needs, under your name.

Record a check in the fields your Salesforce already uses for it. Say the results by voice, type them, or photograph the certificate. Parker puts each reading in its field, attaches the evidence, and saves it under your name. Whether that record satisfies your regulator depends on how your organisation has set the process up and who reviews it; Parker records what you give it, and a qualified person signs it off.

## Before you begin

* [Get the Parker app](https://support.parker.work/mobile/parker-app.md#get-the-app).
* Your Salesforce login can create or update the record your org uses for checks, such as a work order, an inspection, or a custom object.

## Record a check

**1. Say or send the results**

By voice: "Six-monthly fire alarm service at Marsh House. Zones one to four tested, 46 devices, replaced one smoke detector in the plant room. All passed." By photo: the completed certificate or the gauge, with a caption such as "Hot tap, changing rooms, 47.2 after a minute."

**2. Name the site or asset**

If Parker can't tell which property, asset, or appliance you mean, it lists the likely matches for you to pick.

**3. Answer anything missing**

Parker asks for any field the check needs that you didn't give, such as the date, a pass or fail, or the certificate number. For a photo of a label or certificate, Parker reads the values and suggests them; you check and accept each one.

**4. Confirm**

The card lists every reading and result. Tap **Confirm**. Parker saves it as you and attaches the photos.

> [!NOTE]
>
> **Nothing is saved until you confirm.**
>
> Before Parker creates or changes a Salesforce record, it shows the change field by field. Nothing is written until you select **Confirm**. In the Parker app the card offers **Confirm**, **Edit**, and **Cancel**. In the web app it offers **Confirm** and **Reject**.
>
> See [How Parker acts on your behalf](https://support.parker.work/get-started/how-parker-acts.md).

![Parker asks for a photo of the label. The rep sends one, and Parker shows Model Espresso EM3, 3-group, and Serial EM3-20419, with Confirm, Edit, and Cancel.](https://mintcdn.com/fieldko/0NheQi8f6GIQ78vb/images/phone/serial-from-label.png?fit=max\&auto=format\&n=0NheQi8f6GIQ78vb\&q=85\&s=59ee48d0e16a3aea38d17f122c5e73db)

Parker reads a label or certificate and suggests the values. You check and accept them.

## What's recorded

| On the record | What you'll find |
| - | - |
| The readings | Each value in its own field, such as temperature, test result, or device count |
| The evidence | Your photos, attached as Salesforce Files |
| Who and when | **Created By** or **Last Modified By** is you. The timestamp is the moment Salesforce saved it, which is normally seconds after you tapped **Confirm**. Field history shows the change only if your admin tracks that field. |
| Your notes | Anything else you said, in the notes or description field |

## Examples

| Check | How people record it |
| - | - |
| Gas safety check | A photo of the completed record: "Boiler and hob passed, tightness test OK, both CO alarms tested." |
| Electrical report (EICR) | A photo of the summary page, and the property name. |
| Legionella temperatures | A photo of the thermometer and the outlet: "Hot tap, kitchen, 51.3 after a minute." |
| Opening temperatures | By voice: "Walk-in chiller 3, prep fridge 4, freezer minus 19, hot hold 68." |
| Brand audit | A photo of each completed section as you walk round. |

## Ask what's due

Parker can tell you what's coming up, from dates already in Salesforce: "Which gas safety checks are due in the next 30 days with no appointment?" or "Any certificates expiring this quarter?" Nothing is written when you ask. To get this without asking, set up a [routine](https://support.parker.work/automate/routines.md) and turn on **Routine results** in [Updates from Parker](https://support.parker.work/mobile/briefs-and-updates.md).

## What Parker doesn't do

* **Sign off a check.** You record the result and confirm it. The record shows your name and time, not Parker's.
* **Fill in a reading you didn't give.** If a required field is empty, Parker asks rather than filling it. It can still mishear a voice note or misread a photo, so check each value on the card before you confirm.
* **Change what the record needs.** Required fields and validation rules are set in Salesforce by your admin. See [When Salesforce says no](https://support.parker.work/mobile/when-salesforce-says-no.md).

## Still need help?

Check [Troubleshooting](https://support.parker.work/reference/troubleshooting.md) for the exact message you see. If a setting is admin-only, ask your Parker admin. For anything else, [contact support](https://support.parker.work/reference/contact-support.md).

## Related

> [card] [Close a job with evidence](https://support.parker.work/mobile/close-a-job.md)
>
> Readings, notes, and photos on the job.

> [card] [Send a voice note](https://support.parker.work/mobile/voice-notes.md)
>
> Read the results out loud.


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