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PDF exports

What Trine's PDFs look like and include — selectable text, page numbers and a confidential footer on every page.

Trine produces its PDFs as proper documents, laid out like a printed report.

The first two pages of an Organisation log PDF: the home's header and logo, the summary strip, the summary by category and bordered entry blocks, with the footer on each page

What every report PDF has

  • Selectable, searchable text — copy a passage or search for a word; nothing is a flat picture of text.
  • A4 pages in Trine's own typeface, with tables that keep their headings when they run onto another page and entries that aren't split awkwardly between pages.
  • A header on page 1 with the care home's name, address and logo (when one is uploaded in Settings), the report title and a summary of what's included.
  • A footer on every page with the care home's name, when it was generated, Confidential and Page X of Y.
  • A clear message instead of a blank page when there's nothing to include.

Which PDFs

PDF Where What's in it
Organisation log Governance → Organisation log → Export PDF The entries shown, a summary by category, an evidence index and a signed declaration
Action Plans Quality & Safety → Action Plans → Export The actions you've filtered, in landscape
Incidents & Risk Quality & Safety → Incidents & Risk → Export The register for a date range, with an owner column, with or without graphs
Audit Compliance → Audit → open an audit → Export The audit run, scores and findings, with its evidence
Meetings Governance → Meetings → select meetings → export The selected meetings with charts
Survey results Quality & Safety → Surveys → a survey Response rate, results per question and comments
Blank survey Settings → Surveys or a survey A printable paper copy for people who prefer it
Letters Offer letters, and letters from a staff member's Communication timeline A letter on the home's letterhead with signature and page numbers

Good to know

  • Letters are laid out as letters — letterhead, date, recipient, body and signature — with just a page number in the footer, and the legal footer at the bottom of the page.
  • Each PDF includes only what you're allowed to see, and exports exactly what you filtered on screen.

Related: Organisation log · Reports and exports · Staff communication

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