System Sign-Off

Availability and purpose

System Sign-Off is available where Advanced Features are enabled for the workspace and System Sign-Off access is enabled for the user. It has its own user permission, separate from Engineering, and appears as a main planner tab after Reports.

The module contains Information, G1 - Completion Certificate, G2 - Schedule of Test Results, G3 - Confirmation of Electrical Completion, Include Circuits (G2) and Submission Versions subtabs. Planning calculations remain in Engineering; measured results and formal declarations belong in System Sign-Off.

Recommended workflow

Complete the shared information and circuit selection before entering form-specific results. This allows the planner to prepopulate repeated information while retaining an override on automatically supplied fields.

1. Review the Information tab and complete any missing project, venue, event and responsible-person details.
2. Add each electrician who will contribute to the sign-off and generate an external link where required.
3. Open Include Circuits (G2) and select the populated circuits that require test-result rows.
4. Complete one G1 certificate for each manual power source, adding a blank named certificate where another electrically separate distribution requires one.
5. Complete the G2 circuit results and test-instrument information.
6. Complete G3 where it applies, or mark G3 as not applicable.
7. Mark each finished form Complete, review the progress tracker, then save a controlled version of the paperwork.
8. Review, export or submit the preserved PDF from Submission Versions.

Information and electricians

The Information tab pulls Event/Project, Location or Venue and Event Date from System Overview. Shared details are reused across the forms and remain editable where a correction or form-specific value is required.

The Electricians section is the central place to add and remove project electricians and manage their access. An electrician can be retained as a project record without receiving an external link.

• Generate a link for an electrician already listed on the project.
• Copy an active link for secure delivery to that electrician.
• Replace a link to invalidate the existing URL and issue a new one.
• Remove a link without deleting the electrician from the project.
• Remove an electrician and their links while retaining values already entered in the sign-off record.

Include Circuits (G2)

Include Circuits (G2) shows populated project circuits grouped by distro. Expand a circuit to review its connected equipment and available design information before selecting it for G2.

Selected circuits create prepopulated rows in the G2 schedule. Where protection details are available from the distro model, relevant device information such as the rating is brought into the row. Every automatically populated value can still be overridden on the form.

G1 - Completion Certificate

The G1 selector creates one certificate for each manual power source. Automatically created sources are excluded. Use Add blank G1 when another certificate is required; blank certificates can be named and still inherit the applicable shared information defaults.

Project and source information is used to prepopulate relevant fields. Maximum demand can be displayed in amperes or kVA and can be restored from the calculated project value after a manual override. Complete the supply, earthing, protective-device, inspection, duration and declaration fields for each certificate.

G2 - Schedule of Test Results

G2 contains the circuits selected in Include Circuits (G2). Circuit description and available protection data are prepopulated, while final-circuit status, RCD settings and method, polarity, phase sequence, earth fault loop impedance, PSCC, comments and result information are completed from the inspection and testing process.

Use Add circuit row within the table when a tested circuit is not represented by the planner model. Complete the instrument-details section for the equipment used to obtain the recorded results.

G3 - Confirmation of Electrical Completion

Use G3 to summarise completion certificates for project subsections and record the Senior Person Responsible declaration. Complete the subsystem table, certificate references, responsible-person details and signature information.

If G3 is not required for the project, select G3 not applicable. The form is then hidden and omitted from the exported and submitted PDF pack.

Completing and revoking forms

Select Complete at the bottom of a form after reviewing it. The form is locked, its values remain visible, and the completion record identifies who completed it and when. The Information tab progress tracker shows the state of each required form.

Select Revoke if further changes are required. Revoking unlocks the form for editing; review and complete it again after making the amendments.

Versions, PDF export and submission

Save Version preserves and locks the current paperwork. Every G1 exports on its own portrait page, G2 exports in landscape with its circuit and instrument fields, and G3 exports in portrait only when it is required. Company branding and the form title and information are included.

Export or submit the preserved pack from its row in Submission Versions. Submission emails the account holder and can include selected electricians, manually entered recipients and workspace-level always-include addresses.