Print a procedure report

The procedure print preview renders a procedure as a paginated report you can print or save as a PDF. It carries the procedure’s data, including every step’s content, fields, custom attributes, part requirements, and datagrids.

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Print a procedure

1. Open the procedure and choose Print from its More options menu. The print preview opens.
2. In Print options, clear any section you don’t want in the report. Every section is on by default:
   • Associated Parts
   • Approvals & Requests
   • Description
   • Procedure Information
   • Steps
   • Step Fields
   • Step Attributes
   • Step Part Requirements
   • Feedback
3. Click Print or download PDF, then use your browser’s print dialog to send it to a printer or save it as a PDF.

Your section choices are remembered for the next time you open a preview.

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What the report contains

Associated Parts lists each part associated with the procedure and the approval state of that association. Approvals & Requests lists every approval request and decision from both approval modes, pending ones included. Feedback lists the run and run step comments on the procedure, with their replies. Steps are numbered as an outline (1, 1.1, 1.1.1) and nest to any depth. Per step, the report renders:

• The step’s content.
• Data-entry fields, read-only, labeled with the field type as the procedure editor names it.
• Custom attributes as key/value rows, with dates in your organization’s date format.
• Part requirements, with the part number, description, quantity, and reference designators.
• Datagrids in full, with their columns and rows. Steps are numbered as an outline (1, 1.1, 1.1.1) and nest to any depth.

A step added from a standard step renders the current standard step’s content. A long datagrid repeats its header on each page.