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Setting up for Witnessing

  • Published on Jan 30, 2025
  • 1 minute(s) read
  • Denis Tkalec
  • ME
  • Tomislav Renic
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First, before the Witnessing process can start, the Witnessing module must be enabled, and users must be given Witness Authority/Supervisor privileges.

Enable the Witnessing Module

By default, Witnessing is disabled for Sites using IMS. Your CSA can activate this.

To enable Witnessing:

Enable the Witnessing Module in Settings.

Now, when a new ECH or INSPECTION Schedule or CAIR Schedule is created, the options to mark the ECH or Schedule for Witnessing will show. Note: On other Schedules the options are not available.

Marking Schedules and ECHs for Witnessing will be explained in more detail in Witnessing Process for Schedules and Witnessing Process for ECHs.

When a new (Inspection or CAIR) Schedule is created, the option to mark for Witnessing is available.

Selecting where to show the Legal/Local Inspection date 

The Legal/Local Inspection Date field can be shown on either the ECH Authority Form or on the Supervision Form.

Legal/Local Inspection Date can either show on the Authority (Witnessing) Form or on the Supervision form. This is set via the Application setting: "Witnessing Supervision Legal/local Inspection Date" Application Settings. The "Legal/local Inspection Date" field is shown on the ECH Supervision form if B value is 1; otherwise, it shows on the ECH Authority form.

When the Application setting's B value is set to 1, then the date will show on the Supervision form.

Assign Witnessing Privileges (Jobs)

Not everybody can Witness Schedules and ECHs. This is restricted to a selection of users. The privileges for users are based on their Assigned Job. IMS has two Jobs for Witnessing, which can be assigned directly to a user via Settings.

To assign Witnessing privileges:

  • Go the Settings \ Maintenance \ Security \ Users.
  • Create a new user, or Edit and existing user.
  • Click on More +.
  • Select a Job form the dropdown:
    • "Sr Insp/Eng" - to Approve / review the Schedules and/or ECHs marked for Supervision, for example "SKK-Level 3 Inspector".
    • "Authority" - to Approve the follow-up of Field Inspections for Schedules and/or ECHs. This is usually an external party providing compliance, risk and technical consultancy services, for example "NL-CBI".
  • Fill in the rest and click Save.

Specify the appropriate Job to assign Witnessing privileges to a user.