If for any reason you have to pull out the data - such as audit, importing 1Place data to elsewhere etc., this guide provides step-by-step instructions on exporting your data, including checklists, incidents, and tickets, into accessible formats like Excel and PDF. By following this guide, you can maintain access to your essential information, even after your subscription has concluded.
How to pull out individual data in PDF?
CHECKLIST
1. In Checklist Manager, click the Checklist Register tab
You can download it using the options provided below:
Option 1:
Click on the "Print" button on the right hand side, under action. Repeat the same action for every checklist.
Option 2:
If you don't mind having up to 5 records in 1 PDF, you can select checklists by clicking the checkbox on the left hand side (up to 5), then click on "Generate Custom Report"
In the following page, navigate to the Layouts section and select Checklist Report. The layout details should populate automatically. If no layouts have been set up, you may proceed without making changes.
Within the Layout Details section, you have the ability to customize elements such as the header, contact details, PDF settings, groups, questions, and answer labels to be displayed in your PDF report.
Scroll down to the bottom, then select all the checklists, and click "Print."
By following this approach, you can generate a PDF file containing five days' worth of opening or closing checklists for each center. To refine the checklists displayed, adjust the filters and search parameters on the Checklist Register page.
INCIDENT
In Health & Safety tab, select "Incident Register"
Click on the printer icon on the right hand side of each incident:
How to pull out individual Excel Reports?
CHECKLIST
Excel Reports will push out all the inputs in the checklist into the excel spreadsheet. To pull out the checklist results:
Go to Reporting, select Excel Reports then choose "Checklist Answers Report."
Next, apply the following filter settings: for a Center checklist, set "Checklist Type" to "Center"; for a Room checklist, change "Checklist Type" to "room". Then, click "Export as Excel".
INCIDENT
Go to Reporting, select Excel Reports then choose "Incident Report."
Apply the following filter settings, then click "Export as Excel"