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Our Guards Still Write in a Paper Occurrence Book on Site. How Do We Get Those Entries to the Office and the Client?

Guarding firms keep the daily occurrence book on paper at each site, so nobody sees it. We build a phone occurrence log the office and client can read.

Updated 3 min readBy SpiderHunts Technologies

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Quick answer — TL;DR

The paper occurrence book stays on site, so the office and the client only see it when someone photographs pages or collects it. We build a digital occurrence log on the guard's phone with the same kind of entries, timestamped, with photos where useful, visible to supervisors straight away and to the client in a form you choose.

The book on the desk in the gatehouse

Every site has one: a hardback daily occurrence book on the gatehouse desk. Guards write in it at the start and end of each shift and whenever something happens. Deliveries after hours. A contractor signed in late. The fire alarm test. A van parked by the gate for an hour. Keys handed over. The handwriting varies from neat to illegible, and entries are sometimes written up at the end of the shift from memory.

The client's site manager occasionally flicks through it. The supervisor reads it on site visits. When the client emails to ask what happened on Saturday night, the account manager has to phone the site and ask the guard on duty to photograph the page and send it over WhatsApp. When the book is full, it goes in a box, somewhere.

Why the paper book is a blind spot

The occurrence book is the guard's main record of the shift, and it is the one record nobody away from the site can see. Everything in it has to be read in person or photographed. It cannot be searched, cannot alert anyone and cannot be shared easily with the client.

NeedWith a paper bookWith a digital log
Supervisor reads last night's entriesOn the next site visitFrom the office in the morning
Client asks about Saturday nightPhone the site for a photoShare the entries
Find every late delivery this monthRead every pageSearch or filter
Know when an entry was really writtenCannot tellTimestamp recorded
Keep old books safeBoxes in the officeStored and backed up

What the paper book costs you

Issues noted in the book are not acted on because nobody away from the site read it. Clients get slow, patchy answers to simple questions. Supervisors spend site visits reading rather than supervising. If there is an incident, the entries around it may matter a great deal, and a handwritten book written up after the fact is weaker evidence. And the book shows nothing about how good a guard's reporting is, so you cannot coach it.

A digital occurrence log on the guard's phone

  1. Each site has its own log, set up with the entry types the site uses: shift start, shift end, patrol, delivery, visitor, contractor, key issued, alarm, maintenance issue, and a general note.
  2. Guards pick the entry type on their phone and fill in a short form. Time and site are recorded automatically, and the guard can add a photo.
  3. Entries are written at the time, and any entry added later is marked with both the event time and the time it was written.
  4. Entry types you choose, such as a maintenance issue or an unusual vehicle, alert the supervisor or control room straight away.
  5. Supervisors read logs for all their sites from the office, and can comment or ask the guard to add detail.
  6. Clients can be given a view of their site's log, or a daily summary by email, with internal notes hidden.
  7. Logs are searchable across dates and entry types, and can be exported for a period when a client or investigator asks.
  • Works offline on sites with poor signal, sending entries when it reconnects.
  • Guards can dictate entries if typing is awkward.
  • Handover notes carry from one shift to the next.

A normal shift with the digital log

The night guard books on and reads the day guard's handover note on his phone. At 11pm he logs a delivery that arrived outside the agreed hours, with a photo of the lorry. At 2am he logs a leaking pipe in the plant room, which alerts the supervisor and goes into the client's maintenance summary. In the morning the supervisor reads the logs for her sites over coffee. When the client asks about Saturday night, the account manager sends a link.

Some clients like to keep a paper book on site as well. Where they do, the digital log is the one you manage from, and the book becomes the client's copy.

Is your occurrence book still paper?

  • Every site has a handwritten occurrence book.
  • Supervisors only read it on site visits.
  • Client questions mean phoning the site for a photo.
  • Old books are in boxes and cannot be searched.
  • You cannot tell when an entry was actually written.

FAQ

Frequently asked questions

The questions readers ask us after this guide.

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Can guards without smartphones use it?

A company phone or a tablet at the gatehouse can be used instead, with each guard logging in.

Can clients add entries too?

If you want, client staff can be given limited access to add notes, such as expected deliveries.

Do we have to stop using paper books?

No. Some contracts may require a book on site. The digital log can run alongside, and you decide which is the record you work from.

Does it replace our incident reporting?

It links to it. An occurrence entry that turns out to be an incident can be turned into a full incident report without retyping.

What affects the cost?

The number of sites, the entry types you need, and whether client access and alerts are included.

Keep reading

More on Problems We Solve

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Describe the logs, reports and systems your guards, supervisors and control room use now, and what clients ask for that you struggle to provide. We will tell you what we would build and what we would leave alone, and if your current software already does it, we will say so.

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