Printing and exporting groups, categories and control schemas
CONTEXT #
This guide covers the web function for printing and exporting groups, categories and control schemas in AjourInspect & QA. The function is used to retrieve groups, categories and control schemas from the system in various file formats, so they can be saved, shared or printed locally.
RELEVANCE #
This guide is relevant when a user needs to document or share the project’s setup outside the system – e.g. for reporting, archiving or further processing in Excel.
PREREQUISITES AND REQUIREMENTS #
- You must have access to the relevant project or the system setup
- You must have the necessary permissions to access Categories/schema
- You must know what you want to print
- You must know which format you need (.pdf, .xlsx or .csv)
- Note about file formats:
- Groups can be printed as .pdf
- Categories can be exported as .xlsx (Excel)
- Control schemas can be printed to .pdf and exported to .csv (comma-separated file format, e.g. for Excel)
GUIDE (step by step)
Print groups (.pdf) #
When you print a group, the group is included with all categories and control schemas in the .pdf file format.
Step 1: Click “Categories/schema”.
Step 2: Select the desired project.
Step 3: Click “Menu”.
Step 4: Click “Print”.
Step 5: Left-click the group or groups you want to print.
Step 6: Click “OK”.
Step 7: The system generates the report. It may take a moment before it is ready for download.
Step 8: Click the notification center (the bell) when the report is ready for download.
Step 9: The report is now displayed in the list.
Step 10: Click the download icon to download the report locally to your computer.
Export categories (.xlsx) #
When you export a category, all subcategories and control schemas are included in the .xlsx file format.
Step 1: Click “Categories/schema”.
Step 2: Select the desired project.
Step 3: Right-click the category you want to export.
Step 4: Select “Export template to Excel”.
Step 5: The file is generated and is ready for download in your web browser.
Print or export control schemas (.pdf / .csv) #
Step 1: Click “Categories/schema”.
Step 2: Select the desired project.
Step 3: Click the control schema you want to print or export.
Step 4: Click the “square with arrow” icon.
Step 5: The control schema opens in a new window.
Step 6: Select “Print” to save as .pdf, or select “Export” to save as .csv.
NEXT STEPS #
- Open the downloaded file to check that the content is correct and complete
- Share the file with relevant colleagues or partners, if that is the purpose
- Repeat the process for other groups, categories or control schemas that need to be documented