Generate and share a risk assessment report

Use this article to generate, check, download, and share a completed risk assessment report as a PDF.

Before You Get Started

• Complete all earlier sections of the risk assessment. The Risk Conclusion stage becomes available only when they are marked done.
• Write and save the executive summary before generating the report. If assessment data changes later, the summary may be marked Obsolete.

Generate the report from the risk assessment

Note

Required role: Engineer or above

1. Open the risk assessment and select Risk Conclusion.
2. Go to Generate Report. Check the read-only Report Type, Site, and Risk Assessment values.
3. Optionally select a Report Preset. If available, turn Libro de Registro and Incidencias on or off for this report.
4. Select Generate Report.
5. Wait for the status to change from Processing to Ready.

When the report is ready, the section shows its file name, generation time, size, and a Download action. The report always covers the full assessment scope; there is no scope selector on this screen.

Generate a new version

While the assessment is still open, select Regenerate, choose the preset and switches again, and select Generate Report. Generate or regenerate the report before selecting Finish assessment. After the assessment is finished, the generation form and Regenerate action are hidden.

Generate a report after the assessment is finished

A finished assessment can still be used to create a report from the organisation-wide document library.

1. Open Documents and select Generate Report.
2. Choose the report type and the relevant location.
3. Select the finished assessment in the Risk Assessment field.
4. Choose a Report Preset, then select Generate Report.

The export runs in the background. The entry first shows Processing and then becomes completed or Failed. A failed entry has no file to open or download; use its Retry generation action to queue it again.

Check and download the PDF

1. In Risk Conclusion, select Download when the report status is Ready.

You can also find the report in Documents. Open the completed file to check it, or select the download action on its card. You can also open the file details and use the Download action in the ⋯ menu. Only completed reports can be downloaded.

The Documents library contains the latest report from the Risk Conclusion section. Earlier versions are kept in Documents. A report with a Processing or Failed status has no file available.

Share the report by email

Note

Required role: Engineer or above to send the report. Users with report-view access can open Share, but the send action is refused without report-create access.

1. Open Documents and open the completed report's details.
2. Select Share.
3. Use Select Recipients to add active members of your organisation. Add copy recipients in the CC field if needed.
4. Keep or edit the required subject, which is prefilled with Sharing: and the file name.
5. Optionally enter a message, then send the report.

Recipients receive a secure download link rather than an attachment. The link is valid for 24 hours. Send the report again after the link expires. Recipients and copy recipients must be active members of your organisation; an external email address cannot be entered.

The file details show the 10 most recent sends and the delivery status for each main recipient. A report that is still uploading or generating cannot be shared, and folders do not have a Share action.