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Inspection day: what to do when an officer walks in

Which screens to open during an inspection, and what to hand over.

An Environmental Health Officer inspection is almost always unannounced. You will not have time to prepare paperwork on the day — which is exactly why CrewByte is built around keeping the record as the work happens.

If an officer walks in, the goal is simple: stay calm, be open, and show them the live records quickly and clearly. Here is what to do.

1. Open Reports, not Checks

The Checks screen only shows what is due today. An officer is almost always interested in the history — what has been happening over the last days, weeks or months.

Go straight to Reports. From there you can filter by date range and show them exactly what they ask for. You do not need to export anything just to answer a question; the screen itself is usually enough.

2. Be ready to export the pack

If the officer wants to take records away, go to Reports → Export and choose the printable audit pack.

The pack includes, in date order:

  • Timestamps
  • Who completed and signed each check
  • Temperature readings
  • Photos
  • Corrective actions

It is designed to be handed over as a complete, professional record.

3. Do not tidy or edit the record

Leave everything exactly as it is. Do not void runs, rewrite notes, or try to “clean up” the history while the officer is there.

A voided run that has a clear reason attached looks like a business that notices mistakes and corrects them. A gap where a run used to be (or a sudden cluster of perfect records) looks far worse.

Inspectors are used to seeing the occasional missed check or corrective action. What concerns them is missing evidence or records that appear to have been altered after the fact.

4. Know where the key information lives

You should be able to find these quickly:

  • Recent temperature logs and any breaches
  • Opening and closing checks for the last few weeks
  • Any open or recently closed issues
  • Training records if they ask about staff competence
  • The most recent mock audit (if you have run one)

If you are not the person who normally uses CrewByte day-to-day, make sure at least one manager on each shift knows how to pull these records up.

5. How to behave during the visit

  • Be polite and cooperative.
  • Answer questions directly. If you do not know the answer, say so and find the person who does.
  • Do not offer long explanations unless asked.
  • If the officer points out something wrong, acknowledge it and, if appropriate, show them the corrective action that was already recorded.

The best preparation for inspection day is simply using the system properly every day. If the records are complete and honest, the visit becomes a demonstration of how you work rather than a test you have to scramble for.

After the officer leaves

If any new issues were raised during the visit, log them in CrewByte straight away with clear corrective actions and owners. This shows that you treat the inspection as part of ongoing management, not a one-off event.

Keep the exported pack or any notes from the visit with your records. They are useful both for your own follow-up and for any future inspection.

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