Incident PDF Layouts
Incident PDF Layouts
This allows the user to create a layout for when they export incidents to a PDF format.
To access this page click the ‘Reports’ tab and click ‘Incident PDF Layouts.’
To start a new Incident PDF Layout click the green “+Add Layout” button on the right side of the page.
This will take the user to a separate Layout Details page where they will see various tick boxes:
The first step is to select a Name and Title for this Incident PDF Layout.
The second step is to check all the boxes that you would like to apply to your layout’s header:
The final step is to choose which contact details will appear on your layout. These include the name of the Franchisee (Center), email, phone number, etc.
To finish your layout click the green ‘Save’ button at the bottom right of the page. This will save your Incident PDF Layout for future use.
Related Articles
Format your Incident Form
Incident Type : How to format your Incident Forms You can customize the look of the incident form with sectioning and format text. This will help making the incident form look clearer and highlight your priority areas in order. Create colored ...Checklist PDF Layouts
Checklist PDF Layouts Checklist PDF Layouts allows users to create a specific layout for when they export checklists to PDF. To access this page click the ‘Reports’ tab and click ‘Checklist PDF Layouts.’ To start a new Checklist PDF Layout click the ...Incident Types
Incident Types The Incident Types tab under Health & Safety allows the user to create new types of Incidents which are essentially templates for the creation of future Incidents within your Incident Register. On this page you may search for Incident ...Ticket PDF Layout
Ticket PDF Layout Ticket PDF Layouts allows the user to create and customize a layout for when they export tickets to PDF. To access this page click the ‘Reports’ tab and click ‘Ticket PDF Layouts.’ To start a new Ticket PDF Layout click the green ...Incident Categories
Incident Categories Incident Categories allow you to sort Incidents into groups. This makes it easier to find a specific group of similar incidents within the Incident Register. An example would be creating a category called 'Fall' for a scaffolding ...