Customising .PDF layout
Customising PDF layout
When setting up an assessment template, the pdf layout is editable.
Accessing templates:
Sign-in to the RiskBase application: app.riskbase.uk.
Go to Settings (bottom right corner of the screen).
Click Assessment Templates.
Choose a template.
At the top of the screen, next to the General tab, click PDF.
Page settings
Use tick boxes to select what appears on the report:
Contents page
Summary
Photo gallery
Signatories
Select for signatories to be on the report. Option to add signatories title and introduction.
Action Plan
Click to select from the dropdown how actions will be ordered on the report (e.g., by severity). Option to add an introduction to precede the action plan.
Actions and Controls
Click to select from the dropdown the order that actions and controls appear.
Use tick boxes to select whether the report will:
Show Action Comments & History
Show Cancelled Actions
Show Action Severities
Show Action Timescales
Show Control Comments & History
Show Cancelled Controls
Checklists
Show ‘Dash’ Checklist Items: Shows items that have been answered with a dash instead of a tick or cross
Support Options
Use tick boxes to select:
New Field Info Page: Changes the presentation of field data captured by the assessment
H1 Numbering: Controls whether there is numbering against the headers
New Footer with Customer Logo: Report will display customer logo as well as the logo of the organisation carrying out the assessment.
New Font: Changes the font of all text in the report.
Assessing Org Name & Address on Cover Page
Approved Label
Add a different term to replace ‘Approved’ on the report - e.g., ‘Validated’.
PDF Introduction
RiskBase templates come with a pre-written example introduction which can be edited here. Or add in a new introduction which must be in markdown.
PDF Appendix
Add an appendix to the report if needed.
PDF Colours
If a particular colour scheme is desired for the report, enter the HEX codes next to each header and the front cover.
Custom PDF Designs
Choose from a dropdown of different PDF design templates relating to the type of assessment being done. This helps format the PDF in a way that is more appropriate for the report.
Last updated
Was this helpful?