Incident Detail PDF

This article details the following

Creating a PDF From the Incident Queue

Creating a PDF From an Incident Detail Page

Exporting Multiple PDFs From Incident Queue

Please see average times below for exporting multiple PDFs using mass actions 

• 15 records - 26 secs

• 30 records - 40 secs

• 60 records - 1 min 20 secs

• 100 records - 2 mins 10 secs

• 500 records - 4 mins 34 secs

Creating a PDF From the Incident Queue

From the incident queue

Step 1.

Locate the incident in the queue and click the menu ellipsis appearing at the far right of the line item to produce the menu options. Select 'Save as PDF'.

Step 2.

Check the box(s) next to the section(s) you'd like included in the PDF and click 'Save as PDF' to start download.

Access the PDF from the download center appearing at the top right of the page.

Step 3. 

Click the Download Center icon to produce the list of available downloads.  

Step 4. 

Download the PDF by clicking the download arrowor share the document via email by clicking the mail icon , both appearing to the right of the title. 

Workflow tip:    You can share the document via email with anyone having access to Compliance Manager. The selected individual will receive an email notification of the shared document with a link to their Compliance Manager Messages list, where they can view the PDF.

The shared document is not attached to the email notification.

Creating a PDF From an Incident Detail Page

From the incident details page

Step 1. 

Hover over the incident details menu appearing at the top left of the screen and select Save as PDF.

Follow steps 2 - 4 above.