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TaskNeeds the Inspector or Admin role

Sign off a finding

Accept a finding under your name so that it enters the project's reports.

FindObservationsReview

Every new finding is a draft — those recorded by people as well as those proposed by the AI. Only signed-off findings appear in PDF and CSV reports. Your name comes from your sign-in and the time from the server; neither can be typed in.

  1. On the toolbar, click Observations.

  2. Find the finding. Its card is marked draft.

  3. On the card, click Review.

    The review panel opens on this finding alone, and the view flies to it.

  4. Check the evidence, and then click a Severity — or check the one already lit.

    Sign off stays unavailable until a severity is chosen.

  5. Click Sign off, or press A.

    The card’s mark changes from draft to ✓. The status line says, for example, “OBS-031 signed off — it will now appear in the report”.

To sign off the AI’s proposals in bulk, review them instead. See Review AI proposals.

  • It appears in PDF and CSV exports, with your name and the time of the sign-off.
  • If anyone later changes its content — the title, the assessment, the severity, the outline, the saved view, and so on — the sign-off is withdrawn and the card shows draft again. Changing only the status or the tags keeps it.
  • Undo never restores a sign-off. A finding that lost its sign-off must be signed off again.

See About findings and sign-offs.

On the card, click Undo. The finding becomes a draft again and leaves the reports.

Parent topic: Sign off and reportUpdated 25 October 2026Feedback on this page
AerTwin HelpQuestions: support@aer-intel.com