Where do I find the documents register and export it?
Tap “History” at the top of the Documents module: this is the “Register — Documents”. Pick the period (“Today”, “Week”, “Month”, “Year” or “Dates”): every filing and every withdrawal is listed with the date, the name, the category, “dated …”, “valid until …”, the result if it was asked, and the person concerned. “Export PDF” builds the document, “Send” emails it.
The records themselves are read from the module list: open the page, “Photos” enlarge with a tap, a PDF opens inside the app (preview, share, print). The page shows “Filed by Martin on …”, the validity and, if applicable, “Expired on …”. The manager finds the same register under “Inspection mode” and in the online account on the website.
Tip: when the health inspector walks in, open “Inspection mode”; registers and documents are shown read-only, with no risk of an accidental entry.
Also in Documents
- How do I add a document (photo or PDF)?
- How do I attach a certificate or training record to a crew member?
- How do I activate a document to renew and set its due date?
- How does the reminder work, and how do I file the new document?
- What does the banner “documents to renew have no date yet” mean?
- How do I withdraw a document filed by mistake?