Generation and printing of documents and certificates: training, health surveillance, reports, nominations and technical documents
Sommario
- 1 Generation and printing of documents and certificates: training, health surveillance, reports, nominations and technical documents
- 1.1 Generating an attendance certificate for a specific course edition
- 1.2 Generating an assessment of suitability for a specific role (Health Surveillance)
- 1.3 Generating a delivery report for the assignment of a PPE to an employee
- 1.4 Generating the nomination of an employee to a role
- 1.5 Generating technical documents: equipment, environments, substances
The new release has added the possibility to generate and print the following documents:
- Attendance certificates for a specific course edition
- Environment document
- Assessment of suitability for a specific role (Health Surveillance)
- Delivery report of a PPE to an employee
- Nomination of an employee to a role
- Equipment document
- Substance document
The documents can be exported in the following formats:
- HTML5
- Microsoft Word 2007/2010
- Microsoft Excel 2007/2010
Generating an attendance certificate for a specific course edition
In the window Training select the training course and the edition required. Select the person the attendance certificate is for and then click on generate document 
.
Click on the forward button in the new window to generate the print preview of the attendance certificate.
Chose the export format required and then click on confirm. Remember the documents generated can be exported in various formats:
- HTML5
- Microsoft Word 2007/2010
- Microsoft Excel 2007/2010
Generating an assessment of suitability for a specific role (Health Surveillance)
In the Actions > Health Surveillance menu select the person for whom the assessment of suitability for a specific role is for, as well as selecting the type of medical visit.
In the details window, the generate document button can be found..
A new window will open, follow the same procedure as described above.
Generating a delivery report for the assignment of a PPE to an employee
In the menu Actions > PPE select the piece of personal protection equipment in question and the person to associate it to. Select the person to print the delivery report for the assignment of a PPE for and click on generate document.
Once a document has been generated to complete the export procedure follow the procedure described in generating an attendance certificate for a specific course edition.
Generating the nomination of an employee to a role
In the Safety Organizational Chart Menu select the role and the person (employee) to print the relative nomination document for. In the details section of the person click on the generate document button.
Once the document has been generated to complete the export procedure click on the forward button and select the export format required and complete the procedure by clicking on Confirm.
Generating technical documents: equipment, environments, substances
As described above it is also possible to generate and print documents for single pieces of equipment, substances and work environments.
With the Menu in the macro section Material Resources it is possible to create documents containing:
- Code number
- Name
- Description
- Category
- List of people involved