Customising .PDF layout

This page will explain how to customise the .PDF layout of an assessment template.

What is the PDF layout?

Every assessment completed in RiskBase generates a PDF report.

The overall layout and structure are built into the system to ensure consistent, professional reporting.

However, users can still customise selected elements of the PDF layout.

For example, to edit a template's introduction text, or to select whether to include a contents page or not.

Pre-requisites

• Download the RiskBase app from the Apple Store or Google Play Store, or search app.riskbase.uk in a web browser.

• Ensure an account has been set up and sign-in.

• Ensure the account has been given access to view and modify assessment templates.

Choose a template

1

Open the app and go to 'Settings'.

2

Click 'Assessment Templates'.

3

Click on a template

4

Click the 'PDF' button next to the 'General' button.

Page settings

1

Use the tick boxes to select whether to include a Contents page, Summary / Certificate page, or a Photo Gallery.

Signatories

1. Use the tick box to select whether to have signatory information included in the report.

2. Edit the tab that has 'Signatories' written in it to change the title.

3. Add introductory text for this section in the 'Signatories Introduction' tab.

Action Plan

1. Click the tab under 'Action Plan' to select how actions will be ordered on the report (e.g., by due date or severity).

2. Add introductory text to the action plan in the 'Action Plan Introduction...' tab.

Actions and Controls

1. Click the tab under 'Actions and Controls' to select the order and appearance of actions and controls on the PDF report (e.g., 'Actions then Controls', 'Show Actions and Hide Controls).

2. Use the tick boxes to further customise the way that actions and controls are presented on the PDF.

Checklists

1. Use the tick box to select whether to show or hide 'Dash' checklist items on the PDF report.

'Dash' checklist items are statements in a checklist which an assessor has marked with a dash symbol, to indicate that this information is not applicable in that assessment.

If left unticked, any checklist item marked with a 'dash' will not appear on the report at all.

Approved Label

Some organisations may use different wording to 'Approved' on their reports (e.g., 'Validated).

1. To change the wording from 'Approved' to another term, enter this into the text box under 'Approved Label'.

PDF Introduction

Standard RiskBase templates, which are provided to each new customer, all come with pre-written introductions set to BS guidelines (e.g., BS 9792 for fire risk assessments).

They are written using basic markdown:

Markdown symbol	Text format
#	Main heading
##	Sub-heading
###	Second sub-heading
*	Bullet point
**text**	Makes bold

They also include sections of code which dynamically pull in information such as the organisation or property name (see below under '# Introduction').

There are also codes to pull in tables about the risk scoring methodology, severities and timescales used in the assessment (e.g., {TABLE:RISKRATING:MATRIX} ).

For example, {TABLE:RISKRATING:MATRIX} would pull the risk rating matrix onto the PDF report.

1. To edit or add to the introduction, type directly in the text box under 'PDF Introduction' (e.g., to add disclaimers).

2. Alternatively, users can copy and paste the standard introductory text into in the 'PDF Introduction' section of a new blank template, or write a new introduction entirely.

Make sure that any new text is written using markdown symbols (see above).

If starting from scratch, make sure to copy any codes (see above) into the introduction to pull through these tables.

PDF Appendix

1. Add text to appear as an appendix at the end of the report by typing into the box under 'PDF Appendix'.

PDF Colours

The colour of the headings on the PDF report can be changed.

1. Provide a HEX codes next to a header type to change the colour on the PDF.