Schedule a New Export

To begin, click Schedule a New Export.

Plans

Select the plan you want to export. Select Next.

Type

Select the type of export. Click Next.

• Full Export - all activities of the plan will be included for the selected Evaluatees
• Partial Export - you will select plan activities to include for the selected Evaluatees
• As Access Group - you can select an access group to limit the activities listed.

The following should be considered when using the As Access Group filter:

• This option is only available if using the template version of the PDF generator.
• If this option is selected, then the Export Only SHared Observations: type will not display on the Options page

Select Activities

If you choose a partial export, you will need to select the activities you want included in the export. Click Next.

Users

Select which users to include in the export. Click Next.

• All Users- include all users in the report
• Specific Users - choose specific users to include in the report
  In the selection pane, click Add User to select users for the export or Remove User to deselect them.
  

  

• Specific Districts / Specific Sites- choose specific districts or specific sites to include in the report
  In the selection pane, click Include District / Include Site to select locations for the export or Exclude District / Exclude Site to deselect them.
  

  

• Exclude Districts / Exclude Sites- choose specific districts or specific sites to exclude from the report
  In the selection pane, click Exclude District / Exclude Site to select locations to exclude or Include District / Include Site to deselect them.
  

  

Levels available (district, site, user) and selections available within each level will be limited by your role and the districts, sites, and users to which you have access.

Notifications

Determine who should be notified once the export is complete. Click Next.

1. Search for a user by entering at least 3 letters of their name. From the resulting drop-down list, select the user.
2. Selected users will be listed. Click (x) to remove them.
3. You can add additional email addresses for users not in your system, separating each email address with a comma.

Options

Complete the remaining details and settings for the export. Required fields are denoted with an asterisk. When complete, click Finalize.

• Export Name - name the export project according to your organization naming conventions
• PDF Filename Macro - create a name for each PDF to be exported; click the ? to see macros currently available for your use
• Delivery Method - determine how the PDF export files will be delivered for downloading and viewing (see View a Completed Export for more details)
  • FTP Site - select the first option to have the PDF export delivered to your pre-defined FTP location; users will require access to the FTP server to access the exports
  • Export Tool Dashboard - select the second option to have the PDF exports available via the export tool dashboard
• Scheduled Start Date - enter the date for your scheduled export to be placed in the nightly run queue
• Available Until Date - enter a date when the export will no longer be available for viewing or downloading; by default, this will be set 30 days from the Scheduled Start Date
• Exclude Entries Marked Inactive - exclude inactive Evaluatees from the export
• Include File Attachments - include any attachments associated with activities selected for the export
• Export Only Completed Plans - include only plans in complete status
• Export Only Shared Observations - include only observation activities that have been shared
• Site Options - determine the location for the delivery of the export output (available only when All Users or Specific Users are selected for the export)

Review

Review all of the settings for the PDF export. Make any changes to your information by clicking Make Changes next to the information entered. When all information is correct, click Schedule Export.

Your export has been scheduled and will appear in the Export Queue of the dashboard.

Exports jobs run nightly and terminate with scheduled server restarts. If the entire export was not completed before server restart, it will resume subsequent nights until it has completed.