This article explains the difference between the electrical safety inspection (PAT) check process with and without SafetyTest integration. Both workflows can be fully represented in ToolSense, but they differ in handling and the level of automation.
Important: If you are using the offline version of SafetyTest, integration with ToolSense is not possible. In this case, the check is carried out following the workflow without integration.
Workflow Without IntegrationThe asset to be checked must be manually created in both SafetyTest and ToolSense.
There is no automatic transfer from ToolSense to SafetyTest.
The technician performs the check using the SafetyTest device.
The check report generated by SafetyTest is either photographed and uploaded into ToolSense, or the measured values are manually entered into a customizable ToolSense form.
Check passed → Ticket is automatically closed
Defects found → Ticket remains open
After the form is submitted, ToolSense automatically calculates and stores the next check date on the asset.
The full check report is:
stored on the related asset in ToolSense,
and attached to the ticket.
Workflow With SafetyTest IntegrationAssets created in ToolSense are automatically synced with SafetyTest (depending on the account setup).
This removes the need for duplicate asset creation in both systems.
The technician performs the check using the SafetyTest device.
The check report generated by SafetyTest is either photographed and uploaded into ToolSense, or the measured values are manually entered into a customizable ToolSense form.
The next check date is automatically transferred from SafetyTest to ToolSense.
From the first check onward, SafetyTest is the source of truth for check intervals.
The full check report is:
stored on the asset (document section),
and attached to the relevant ticket in ToolSense.
Step | Without Integration | With Integration |
Asset creation | Manually in SafetyTest | Automatically via sync (account-dependent) |
Data entry | Via photo or manual entry in the form | Same process |
Ticket status | Automated based on form input | Same logic |
Next check date | Calculated by ToolSense | Transferred from SafetyTest to ToolSense (SafetyTest = source) |
Check report | Stored in ToolSense | Stored in ToolSense |
Note on Future ImprovementsThe current integration covers key use cases and is continuously being enhanced. Additional automation features and extended functionality are under internal consideration.
How to Set Up a Check
Learn how to create and configure Inspections for your Assets.
How to Perform a Check
A guide on how to perform Checks / Inspections via the ToolSense Web App