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Printing out a checklist in Assurance
Checklists can be viewed or exported as a PDF before assigning to a user. A copy of the completed checklist can also be exported as a PDF or spreadsheet.
1.1. Previewing a blank checklist in Assurance
Navigate to the Checklist tab at the top of the screen, then select on the relevant checklist.
On the Questions tab, you'll see the questions that have been added to both the checklist and the review stages. To preview these questions, select on the Preview button on the right side of the screen.
This will bring up a window showing how this checklist will be presented to a user when they are answering the questions. This can be done for the checklist itself and for each stage of the checklist review.
1.2. Exporting a blank checklist to PDF
The questions can also be exported to a PDF by selecting on the arrow next to the Preview button and selecting Export to PDF.
2.1. Exporting a completed checklist to PDF or spreadsheet
A PDF report can be printed to provide detailed results and comments for each section in a checklist. It also includes copies of any evidence (such as pictures) that you have attached to the questions in the checklist. The option to export to a spreadsheet is also available.
Navigate to the Checklist tab at the top of the screen, then select on the relevant checklist.
On the Assignments tab, select on a completed checklist status and select on View Results.
When viewing the details of a completed checklist, select on the Export button and select on PDF or Spreadsheet.
2.2. Filtering and exporting a completed checklist to PDF
You also have the option to print a filtered checklist summary and results to PDF. This feature provides a graphical summary with a percentage breakdown by section and category.
Navigate to the Checklist tab at the top of the screen, then select on the relevant checklist.
On the Assignments tab, select on a completed checklist status and select on View Results.
When viewing the details of a completed checklist, select on the Export button and select on Filter & Export to PDF.
You can filter checklist results in two ways:
- Display only these answers: Use this filter to export only the selected values to your PDF report. This is useful for checklists with predominantly Yes/No responses, where you want to exclude certain multi-select values from the summary report.
- Exclude these answers: Use this filter to exclude specific values from your PDF report. This is helpful for checklists with responses such as Yes/No/Not Applicable, where you want to exclude the Not Applicable results from the section and category summaries.
You can configure the Filters by:
- Select answers: This field will display all single and multi-select values entered in your checklist.
- Create a summary with % of: This field will generate a summary in your PDF report based on the selected value. The summary will be organised by Checklist Section and then by Question Category.