PDF Versions of Reports

This article details how to access PDF versions of any report in SaferMe and what they include

How to access a PDF version of a report

PDF versions of reports can be downloaded directly from SaferMe or PDF versions of reports can be attached to email notifications by enabling this on a channels settings.

If assistance is needed to enable this please contact support@safer.me

 

Downloading PDF's from Channel Data

 

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In the 'Channels' page of the web app, find the appropriate channel in the list. Select 'View Reports' next to the name of the channel.

 

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Once channel data is open, a list of available reports will be listed.

 

                                                                                                                                                                                                        

Find the desired report and select the three dot menu on the right-hand side. 

Select Download PDF from the pop-up. 

 

Downloading PDF's directly from reports 

Open a report in the Activity feed. 

Select the 'Download' button at the top left of the report card.

 

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Structure of a PDF download 

 

By design, PDF versions of reports cannot be edited. The PDF versions of SaferMe reports include report details, comments, manage tab details such as state changes and tasks.

The data is structured and fixed.  If information on the pdf is incorrect, an admin can go into the SaferMe web app, edit the original report by selecting the report card, and then download the edited version. 

An organisations logo is not able to be added to the PDF inside SaferMe, however, the name of the organisation will show up at the top of the report in bold. 

 

Header 

The three titles listed at the top represent;

1. Organisation Name 

2. Channel / Form Name

3. Report Summary Title 

 

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Report Data

The information that is automatically captured when a user creates a report is displayed in the second light grey header. This information details the location of the report, date and time the report was created, the state the report was in at the time of the download, the name of the reporter and the assignee. 

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Report Details

This is where the details of the report appear. The information provided directly corresponds to what the user entered on their report. The report field appears in bold text with the users answer in regular text underneath. 

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Comments and State Changes

Under the report details, any comments or state changes left in the Manage tab of the report will appear in this section. The comments and state changes will also feature the date and time and the user who actioned them. 

 

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Footer

The footer of the PDF report contains the SaferMe logo, the Report ID, and the data and time the PDF was created. 

 

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Hazard Reports 

Hazard reports have additional details on the PDF. 

The final risk assessment will show in the top right corner to show where the hazard stands at the time of the reports' download. 

 

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Below the Report Details section, the Risk Controls will appear bullet-pointed in their own section. 

 

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Below the Report Comments section, the Risk Assessment History will detail every change in the risk assessment. 

 

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If you would like to know more about PDF versions of SaferMe reports please get in touch by emailing support@safer.me