industry
Every visit has to survive an audit.
Service on regulated devices, where who attended, what they were qualified to touch and what they recorded all have to hold up years later.
what is different here
The record is the product.
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Qualification is per device, not per person
A technician certified on one platform is not certified on the next. Getting that wrong is not a scheduling error, it is a compliance one.
in Etaprise → assignment gated on the specific certification
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Evidence is scattered across formats
Photos on a phone, readings on paper, a signature in email. Reassembling one visit takes hours when someone asks.
in Etaprise → one record carrying every artefact
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Certifications expire quietly
Nobody notices a lapsed qualification until an audit finds a visit that should never have been assigned.
in Etaprise → expiry tracked and enforced before dispatch
On site
the setup
The modules that carry most of the weight here.
The other eleven are still there. Sector setup changes which forms attach to a job, which certifications gate an assignment, and what a closed job has to prove, not which software you are running.
what a rollout looks like
In order, and with honest timings.
In regulated device service the record is the product. This sequence puts traceability in place first, because retrofitting evidence to work already done is not possible.
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weeks 1–3
Qualification and traceability
Load technician certifications and their expiry before anything else, so from day one no visit can be assigned to someone unqualified for that device class.
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weeks 2–5
Forms and controlled method
Build the service, calibration and verification records exactly as your quality system requires, with mandatory fields that prevent a job closing without them.
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weeks 4–8
Device registry and serialisation
Register installed devices with serials, software versions and configuration, so a field action can be scoped to the exact units affected.
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ongoing
Contracts and audit reporting
Entitlements, response times, and the ability to produce the full evidence chain for a given device or period on request rather than on a project.
questions from this sector
The objections we hear, answered plainly.
We provide the documentation and the controlled environment to support your validation, but validation is performed against your intended use and your quality system. Any vendor telling you their software arrives pre-validated for your process is overstating it.
Not silently. Corrections are recorded as amendments with author, timestamp and reason, and the original remains. That is the behaviour an auditor expects.
Serial-level records let you identify affected units, which sites hold them, when each was last serviced, and then raise and track the corrective visits as a set.
Supported, tied to authenticated users with the qualification held at the time of signing captured alongside. Whether that satisfies your specific regulatory obligation is a question for your quality function, not for us.
further reading
Further reading
Bring us a week of your jobs.
Show us a device family and we will walk through the trail a visit leaves.
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