---
title: "Generating and printing certificates and documents"
url: "https://www.4hse.com/news/2018-10-16"
description: "Learn how to generate and print documents like training certificates, health surveillance reports, delivery records, and technical sheets with the HSE software."
---

Oct 16, 2018

# Generating and printing certificates and documents

Learn how to generate and print documents like training certificates, health surveillance reports, delivery records, and technical sheets with the HSE software.

![Generating and printing certificates and documents](/_astro/hero.mgGhzPGM_S8FTW.webp)

## Generating and Printing Documents and Certificates

With this new release, it is now possible to generate and print a wide range of documents directly from the HSE platform, including:

-   Certificate of participation in a course edition
-   Fitness for specific tasks report (Health Surveillance)
-   PPE delivery record
-   Appointment of a worker to a role
-   Equipment data sheet
-   Environment data sheet
-   Substance data sheet

All documents can be exported in the following formats:

1.  PDF
2.  HTML5
3.  Microsoft Word 2007/2010
4.  Microsoft Excel 2007/2010

* * *

### How to Generate a Course Participation Certificate

Go to the **Training** section and select the **course** and the specific **edition**.  
Then select the individual for whom you want to generate the certificate and click on **Generate Print**.

In the window that opens, click **Next** to generate a preview of the certificate.  
Finally, choose your desired export format and click **Confirm**.

* * *

### How to Generate a Fitness for Task Report (Health Surveillance)

Navigate to **Actions > Health Surveillance** from the main menu.  
Select the individual and the type of medical visit.  
In the detailed view window, click on **Generate Print**.

Follow the same steps as described for generating a course participation certificate.

* * *

### How to Generate a PPE Delivery Record

Go to **Actions > PPE**, choose the relevant **Personal Protective Equipment**, and select the associated individuals.  
Pick the person for whom the delivery report should be generated and click on **Generate Print**.

Once the document is generated, follow the standard export procedure.

* * *

### How to Generate an Appointment Document for a Role

From the **Safety Organization Chart** section, select the role and the appointed individual.  
In the detail view, click the **Generate Print** button.

Then, as usual, click **Next**, choose your export format, and confirm.

* * *

### How to Generate Equipment, Environment, and Substance Data Sheets

You can also generate printable documents for each individual resource, whether it’s equipment, work environments, or substances.  
Go to the corresponding sections under **Material Resources**.

Each document will contain:

-   Code
-   Name
-   Description
-   Category
-   List of associated people