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PDF/A: Audit-Proof Reports for Clients and Auditors

PDF/A: Audit-Proof Reports for Clients and Auditors

Anyone sending reports to clients, authorities or auditors should know which format they are using. PDF/A is the standardised archive format for documents that must remain unchanged in the long term. For service providers who send service records and site reports, it is the right choice, because such a report must still be verifiable years later.

This article explains what PDF/A is, how it differs from a normal PDF and why it forms the basis for audit-proof reports.

What is PDF/A?

Short definition: PDF/A is a standardised file format for the long-term archiving of documents. It is a special variant of PDF.

PDF/A is defined in the international standard ISO 19005, adopted in Germany as DIN ISO 19005. The aim of the standard is simply stated: a document should still be displayed in ten or twenty years exactly as it was on the day it was created.

This sounds obvious but it is not. Software changes, fonts disappear, viewers interpret files differently. PDF/A rules out these uncertainties.

PDF/A compared to a normal PDF

A normal PDF is flexible. It can load fonts externally, contain active content or be encrypted. This very flexibility is a problem for archiving. What works today may look different in five years.

PDF/A deliberately rules out these uncertainties:

  • Fonts firmly embedded. All fonts used are stored in the file. It does not depend on the font set of another computer.
  • Self-contained. No references to external content that could be missing later.
  • No active elements. No executable content, no functions that can change.
  • No encryption that blocks access. The document remains readable in the long term.

The result: a PDF/A report looks identical today and in the future. A normal PDF is fine for quick sending. It is not made for long-term archiving.

Why audit-proof archiving matters

A report is not an end in itself. It is evidence. A security service proves the patrols carried out to its client, a cleaning service the cleanings performed, a care service the services provided.

Such evidence must remain reliable over years. If there is a query, a dispute about the service performed or an audit, only what was verifiably documented counts. A report that can be changed afterwards, or that is no longer displayed correctly in five years, is worthless as evidence.

Audit-proof means: the document remains unchanged, complete and readable throughout the entire retention period. PDF/A provides the format-side basis for this. Full audit-proof status additionally results from the way it is stored, that is protected access, documented creation and a complete chain of evidence.

Reference to retention rules and the GDPR

Two sets of rules are particularly relevant for service providers.

Retention rules for electronic business records require that documents subject to retention are unalterable and remain readable throughout the entire retention period. PDF/A meets exactly this requirement for format and readability and is therefore a sensible standard for archiving business records.

The GDPR applies elsewhere. It obliges companies to demonstrate accountability, that is to document compliance with data protection rules. Reports containing personal data such as attendance times must be stored securely. PDF/A makes this easier because it is a clearly defined, stable format whose storage and deletion can be controlled cleanly.

PDF/A in practice at LiteLog

At LiteLog, reports are created and sent automatically as PDF/A. Anyone who assembles a service record or site report from the recorded data receives a document that is suitable for long-term archiving and verifiable, without an additional step.

Our article on the service record without Excel shows how such a report is assembled from building blocks and sent automatically to the client. How the automated report distribution works is described on the feature page.

Conclusion

PDF/A is the standardised archive format under ISO 19005, adopted in Germany as DIN ISO 19005. It differs from a normal PDF in that it keeps a document unchanged and readable in the long term. For service providers who send reports to clients and auditors, this is the right basis for audit-proof evidence.

Anyone who sends reports as PDF/A gives their client a document that is still reliable years later. See how LiteLog creates and sends reports automatically as audit-proof PDF/A.

Frequently Asked Questions About PDF/A

PDF/A is a standardised file format for the long-term archiving of documents. It is a special variant of PDF defined in the international standard ISO 19005, adopted in Germany as DIN ISO 19005. PDF/A ensures that a document is still displayed exactly as created even after many years.

A normal PDF can load external fonts or contain active content and encryption. PDF/A prohibits exactly that. All fonts and content are firmly embedded and the document is self-contained. This keeps it readable and unchanged in the long term, whereas a normal PDF may differ on another system.

PDF/A is the format-side basis for audit-proof archiving because the document remains unchanged. Full audit-proof status additionally requires the way it is stored: protected access, documented creation and a complete chain of evidence.

Retention rules require that documents subject to retention remain unalterable and readable throughout the entire retention period. PDF/A meets exactly this requirement for format and readability, which is why it is the recommended format for archiving business records.

That depends on the document. Business records with tax relevance are usually subject to retention periods of six to ten years. Service records and reports for clients should be kept at least as long as claims arising from the contract can be asserted.

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PDF/A: Audit-Proof Reports for Clients and Auditors