This guide outlines the steps to follow if you need to print a Contractors Form or export a report for further analysis or record purposes.
You can print a specific Contractor/Supplier's completed form
You can export all forms
You must have Permit R/RW to have the download/export option
There are three ways to export a form.
Printing a Contractor’s Form
From the Forms Module, use the Search field to find the Contractor/Supplier form. Select the magnifying glass to initiate the search after typing the Company’s Trade name in the Search field or you may also use the Filter option.
Select the View button to open the Contractor/Supplier form.
From the upper right corner of the form, select the Print button.
Your download will include:
A PDF copy of the form
Copy of any documents uploaded to the form
Download a CSV
On the Forms Module, scroll down to the bottom of the page and select the Download CSV button.
If no filters are applied, the CSV will include a list of all forms. This will consist of the description, project/site, permit type, status, etc.
2. If you wish to modify the list of reports to be downloaded, use the Filter options then select the Apply Filter button when done.
i.e. downloading a list of all pending (Not Submitted) Forms only
3. After modifying the filter option, select the Download CSV button to generate the list.
Export Option
On the Forms Module, scroll down to the bottom of the page and select the Export button.
Select the Form Type then select the Download CSV button.
Your download will include:
All forms
It will export the Permit/Form details and all questions into a CSV file
Note: Note: Filters are not available for the Export option