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Save an Item as a PDF

By exporting an Item as a PDF, you get it in a printable format which allows you to:

  • Hand it out in meetings.

  • Create packets for executives.

  • Hang it on visual boards.

  

How do I export an Item as a PDF?

Open the Item you want to export, then:

  • Click 2017-10-06_1631.png in the top right corner of the page.

  • Click 2017-10-06_1638.png in the resulting drop-down menu.


..._-_Save_pdf.jpg


In the resulting window:

  • Decide whether you want the PDF to be in the Portrait or Landscape orientation by clicking the circle next to the relevant option.

  • Choose the size of the page - Letter (8.5” x 11”), Legal (8.5” x 4”), or A3 (11”x 17”).
  • Check the boxes next to each section you want to include in the PDF or click “Select All” to automatically check every box.

  • Click 2017-12-27_1638.png.

 

project.png Who can save a Project as a PDF?

 



improvement.png Who can save an Improvement as a PDF?

 

  • Author(s)

  • Assigner

  • Responsible Person

  • Collaborators

  • Improvement Followers

  • Anyone with the "Improvement - View New & Assign" permission for Improvements in that Location

  • Anyone with the "Improvement - Edit" permission for Improvements in that Location

  • If the Improvement is nested under a Project, the Project's Facilitators, Leaders, and/or Sponsors. If the Improvement is nested under a Chart, the Chart's Authors.



task.png Who can save a Task as a PDF?

 



chart.png Who can save a Chart as a PDF?

 



incident.png Who can save an Incident as a PDF?


STOP: Is the
Incident module enabled for your organization?

  • Author(s)

  • Assigner

  • Responsible Person

  • Collaborators

  • Incident Followers

  • Anyone with the "Incident - View New & Assign" permission for Incidents in that Location

  • Anyone with the "Incident - Edit" permission for Incidents in that Location

  • If the Incident is nested under a Project, the Project's Facilitators, Leaders, and/or Sponsors. If the Incident is nested under a Chart, the Chart's Authors.

 

 

 

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