Export Events, Incidents, Indicators, Risk Profiles, and Risk Assessments using the Document Manager

You are able to export Events, Incidents, Indicators, Risk Profiles, and Risk Assessments as PDFs. Because these have a lot of data, the PDFs can take some time to generate. We generate the PDF in the background while you work and your document is added to the Document Manager when complete. We let you know that it is ready with a pop-up notification in the application.

To export a PDF of an event, incident, indicator, risk profile, or risk assessment:

1. Go to the event, incident, indicator, risk profile, or risk assessment.
2. Start the export:
   • On an event, click the three-dot icon in the upper-right and select Export PDF.
   • On an incident:
     1. Click the three-dot icon in the upper-right and select Export PDF. 
     2. In the modal, select whether or not to include images.
   • On an indicator, risk profile, or risk assessment, click Export to PDF.
3. Your page begins exporting and a confirmation message displays. While your page is exporting, you can continue working in the application. In the lower-left navigation, open the Document Manager to check the export status. 
4. When your export is complete, a message displays. In the lower-left navigation, open the Document Manager and select the Page Exports tab. 
5. Download or share the export:
   1. Click the down arrow icon in the Download column to download the PDF to your computer.
   2. Click the share icon in the Share column to email the PDF. The Share this Export modal opens.
      1. Add a comment or other note for the body of the email.
      2. Select employees or user groups to receive the email.
      3. Click Share. The email with the report attached is sent.
6. Export PDFs are available in the Document Manager for 30 days after they are created. These documents do not update; any information that is changed will not be reflected in the export. If information has changed, re-export the page.