Choose a record according to the question being answered. A reference traveller describes issued instructions; completion evidence records accepted work; a complete export preserves the site's retained records. Their permissions and contents differ.
Inspect the attempt first
A Supervisor or Viewer opens History and the exact attempt. Confirm the job, unit, source revision, release and lineage. Read effective and superseded observations, holds, corrections and later concerns together. A later qualification belongs beside the original completion and can change how it should be interpreted.
Use the completion JSON or PDF for that completion's evidence. A Supervisor can request an evidence ZIP containing the documents, retained photos and an inventory, or a history CSV for the selected time range. Those temporary exports require recent authentication and expire after 24 hours. Viewers can read completion documents and request reference PDFs, but cannot request the evidence ZIP or history CSV.
Preserve a generated record correctly
Check whether the export is pending, ready, failed or unavailable. Keep its generation time and the qualifications it includes with the downloaded file. Old exports retain their original bytes. Downloading one later does not add later concerns or repair a missing file.
Spreadsheet-safe CSVs may prefix formula-like cell contents for safe opening. Use the JSON where exact stored values are required. A reference PDF states that execution status must be checked in WorkSteps and omits expected identifier values.
Prepare a complete site export
On Plan and usage, an Owner or Supervisor uses Complete export and completes recent Accounts authentication. Preparation is performed by the export service, so wait for its result before expecting a download. Only one complete export may be pending for the site.
Download the ready archive with current authority and recent authentication. It includes retained site records and files, with inventories identifying exclusions and files no longer kept. It excludes authentication secrets and installation working state. It is an exit record, not a promise to restore physical history.
Before closure, open the archive using your organisation's approved handling process and check its inventory. Report a failed, expired, missing or altered export to the Owner or support with its identity. Request a new export where appropriate; do not present a reconstructed file as the original. Follow recovery and closure.