The close of a report says who prepared, checked and approved it, and what it may be used for. Nothing in it is typed by hand: Kelvin prints it from the records the report is drawn from.
- 1
Put your name on your profile under Settings → General, with any ARC licence number and Professional registration under Credentials. A report prints them beside your name.
- 2
Have the design checked and approved before you issue: see Have a design checked and approved.
- 3
Preview the report on Reports and read its close before you send it.
The signature lines
Each report prints the signatures on the record it is drawn from. A design's check and approval appear on its Cycle report, including the Cycle report inside a bundle.
- Prepared by names whoever last saved each record the report is drawn from, with the credentials on their profile and the date of the latest save. Someone with no name on their profile is never guessed at: they are counted beside the names ("and 1 other engineer"), and if nobody can be named there is no Prepared by line.
- Checked by and Approved by appear only when a signature has been given, each with its name and date. With no signature there is no line.
- When a report is drawn from several records and only some carry a signature, the line says how many ("3 of the 4 rooms"), so a partly checked report can't read as fully checked.
- When the Cycle report is issued with a comparison, a Covers line says the signatures cover this design only, not the cycle it is compared with.
The verification note
Every refrigeration report closes with a verification note. It says the report is issued as a design aid for refrigeration professionals, that its calculations, pipe sizing, equipment selections and charge estimates use standard thermodynamic and hydraulic models, and that they must be verified by a qualified engineer before implementation. It also says that a check or approval is named above with its date, that where none is named none has been given, and that signatures are recorded in Kelvin, not written by hand.
HVAC and hydronic documents carry their own note. It names the published standards their methods come from, says reference tables are only those entered in Kelvin with a cited source, says the results don't amount to compliance with AS/NZS, EN or other codes, and says they must be verified by a qualified mechanical services engineer before implementation. These documents print no signature lines.
A report emailed from Kelvin carries a shorter note at the foot of the email: the reports are computer-generated, so check the figures before acting on them.
Note
If your firm's plan doesn't include issued reports, its reports are watermarked drafts, marked not for issue on every page. A draft can be read and checked, but not issued or emailed to a client. The Reports screen says so before you make one.