Stage 6 tasks: Share
Each task stands on its own. It says when it happens in the year, how long it takes, what you need, and what comes next. Where a task has a clip, the clip and the steps tell the same story. Where a step cannot be undone, a warning comes before it and a line after it says what to do if it was a mistake.
Export the year as PDF or CSV
When: the day you file, or whenever you need to send the plan. About 2 minutes. You need: the draft, filed or not.
Press Export, then PDF, which prints the table, or CSV, which downloads the file (18 s)
Before you start: Export works from a draft, not from the Database. If the Database year was corrected after filing, the draft's Filed tag says how many boxes differ. An export of the draft does not include those corrections.
- On Home, press Load previous draft, then the draft's name. Its table opens.
- Press Export. Two buttons appear: PDF and CSV.
- For a printout or a PDF, press PDF. The browser's print opens. Print, or choose to save as PDF there.
- For a spreadsheet, press CSV. A file named after the draft downloads.
More detail
- The PDF leaves the buttons, the palette and the banners off the paper, and prints the whole table.
- The CSV has the columns Resident, Year group, and Block 1 to Block 12. It has one row per resident per year group, as the table draws them. Each box reads as on the table, such as
CVM NHC,LeaveorLeft. A grey box is blank. - A resident who moves up during the year has two rows, one for each year group.