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Export Inspections as a PDF or CSV

Objective

To export a Project level inspection as a PDF or CSV.

Things to Consider

  • Required User Permissions: 'Read-only' and above permissions on the Project level Inspections tool.

Steps

Export an individual inspection, or export all or some of the Inspections log.

Export Multiple Inspections as a PDF or CSV
  1. Navigate to the Project level Inspections tool.
  2. Search and Filter for Inspections.
    Note: When you click the PDF or CSV button, it will export only your filter/search results. If you wish to export all inspections, do not filter or search your log.
  3. Click Export.
  4. Click the PDF or CSV button.
    Note: The file will download to your computer's default "Downloads" folder.
Export an Individual Inspection as a PDF
  1. Navigate to the Project level Inspections tool.
  2. Click View next to the inspection you wish to export.
  3. Click Export.
  4. Click the PDF or PDF w/ Observations
    • Clicking the PDF option will export a PDF with the inspection items and activity log.
      Note: the PDF will open from a new tool in your browser.

      Click image to view larger.


       
    • Clicking PDF w/ Observation will export a PDF with the inspection items and activity log as well as each observation created from an inspection item.
      Note: You must have 'Admin' level permissions on both the Inspections and Observations tool to see this option.
Viewing 1 of 1 comments: view all
It would be nice to be able to filter an inspection before printing the report. For instance, we have created a template for safety inspections that has hundreds of items on it. Some of the items are marked N/A as they don't apply to this specific project or inspection. I would love to be able to filter items marked as Pass/Fail and exclude the N/A (or even only failed items for instance) and export the report to a PDF.

It would also be nice if the collapsed sections remain collapsed in the exported PDF. If I mark an entire section as N/A and collapse it, I don't need to see it in the PDF I export. Edited 05:20, 19 Jul 2017
Posted 05:15, 19 Jul 2017
Viewing 1 of 1 comments: view all
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Last modified
09:47, 25 Apr 2017

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