How to Complete Temperature Checks - Bertram and Son

Temperature Checks in the Compliance Portal

Temperature checks are recorded in the Compliance Portal one room at a time. For each room, you add a clear photo of the temperature reading, enter the reading, select whether it passed or failed, choose who completed the check and save. This guide walks you through every step so your reports are complete and accurate.

What is a temperature check report?

It is a digital record of the temperature readings taken at each room on a site. Each entry includes a photo of the reading, the temperature recorded, a pass or fail result and the name of the person who completed the check.

Most of the report is already filled in for you, including the date, the site details and the list of rooms. Your job is to check those details, add the photo and reading for each room and save your work.

Book for Temperature Checks

Complete a Temperature Check Report Step by Step

Step 1: Open Temperature Checks

After you log in, you will land on the dashboard. Open the menu on the left-hand side and select Temperature Checks. Choose your company name, then select the site location you are working on.

Step 2: Open the Report

You will see a list of all temperature check reports for that site. The Actions column gives you four options: Edit, Print, Delete and Duplicate. To complete or update a report, select Edit.

Step 3: Check the Report Details

The report will already have most of the required information filled in. Before you start, make sure the date and other details are correct. Update anything that needs changing.

Step 4: Add a Photo of the Temperature Reading

Scroll down to the Temperature Readings section, where the rooms are already listed. Take the photo before you fill in any other information.

  • Select Choose File. A menu with three options will appear.
  • Select Take Photo to open your device camera.
  • Take a clear picture of the temperature reading.
  • Review the image on screen. Select Retake if you need to try again.
  • When you are happy with it, select Use Photo to add it to the report.

If needed, you can rotate the image to the right way up, or remove it and take a new photo.

Step 5: Enter the Temperature Readings

Once the photo is added, complete the details for that room:

  • Enter the temperature reading
  • Select whether the temperature passed or failed
  • Select the person completing the check from the drop-down menu

System information and other details are usually filled in already, so you only need to change them if something is wrong.

Step 6: Save the Report

Before you save, check that the correct photo is attached and that it clearly shows the temperature reading. Stay still while saving and make sure your internet connection is stable. If the connection drops, a message will appear on screen. Reconnect and save the report again.

Repeat these steps for each room that needs a temperature check.

Tips and Final Checklist for Temperature Checks

1. Work one room at a time

2. Take the photo first and make sure it clearly shows the reading

3. Check the report details are correct

4. Enter the temperature and select the pass or fail status

5. Select the technician completing the check

6. Save after each room in case the connection drops

Your temperature check is now complete.

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Talk To The Experts Today

    Frequently Asked Questions

    Do I need to fill in every field in the report?
    No. The date, rooms, system information and most other details are already filled in. For each room you add the photo, the reading, the pass or fail result and the person who did the check.
    What happens if my internet drops while saving?
    A message will appear to let you know the connection was lost. Reconnect to the internet and save the report again. Saving after each room means you only redo the last one.
    Which option do I use to complete a temperature check report?
    Select Edit in the Actions column. Edit lets you complete or update an existing report. The Actions column also has Print, Delete and Duplicate options.
    How do I find temperature checks in the Compliance Portal?
    Log in, open the menu on the left-hand side of the dashboard and select Temperature Checks. Choose your company name and site location to see the list of reports.

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