Skip to main content

Clients

A Client is the person or company that owns or previously owned the media or devices being erased or destroyed. Clients are used to associate records and jobs with the organisation on whose behalf the work is being carried out.

When to create a Client​

Create a Client when:

  • You are recording the destruction of devices that belong to an external organisation.
  • You need to link records or jobs to a specific customer for reporting or certificate purposes.

If you are carrying out in-house destruction — for example, your own company's old equipment — you may not need a Client at all.

Clients linked to Jobs​

The most common way to use Clients is to link them to a Job.

When a Client is linked to a Job:

  • All Records added to that Job will automatically be associated with that Client.
  • The Client details will appear on the Job Certificate.
  • It is straightforward to filter or report on all work done for that Client.

A Job can have zero or one Client. If the work does not relate to an external client, you can leave the Client field blank.

Clients linked to standalone Records​

If a Record is not linked to a Job, you can optionally link a Client directly to the Record itself.

This is useful when:

  • You are processing a single device for a client.
  • The work does not justify creating a full Job.
note

A standalone Record with a Client linked directly to it will not appear on any Job Certificate for that Client, even if that Client is also linked to a Job. Records must be linked to a Job to appear in that Job's certificate.