Export a Work Order to PDF

availability

Platform:	WebMobile
Plan Type:	BasicEssentialPremiumEnterprise
User Type:	RequesterFull UserAdministrator

This article explains how to export a single work order to PDF, and provides detailed descriptions of how MaintainX exports data.

You can also export multiple work orders to PDF or CSV (Excel) files. For more details, see Export Work Order Data.

Web

1. From the sidebar, select Work Orders.
2. Locate the work order you want to export, and select it to view its details.
3. On the work order details page, select (more options).
4. Select Export to PDF.
5. In the Export Work Order as PDF dialog box, select the export options.
6. Select Export. MaintainX saves the exported file to the download center, and a download notification appears.
7. From the download notification, you can do any of the following:
   • Download the exported file.
   • Open the export in a new browser tab.
   • Select View in Download Center to open the download center. The exported file appears in the Export Request History section.

Mobile

1. From the bottom navigation bar, select Work Orders.
2. Locate the work order you want to export, and select it to view its details.
3. On the work order details page, select (more options).
4. Select Export to PDF.
5. Set the export options.
6. Select Export. MaintainX saves the exported PDF file on your mobile.

Work Order PDF Export Options

Image Size

The Image Size setting specifies how big images in the exported PDF will be. After exporting, click any image to open the original in a web browser.

Choose one of the folowing options:

Option	Description
Small	Crops and resizes the original images to thumbnails 100 pixels wide.
Regular	Crops and resizes the original images to thumbnails 200 pixels wide.
Large	Crops and resizes the original images to thumbnails 320 pixels wide.
Original	Includes images at their original size and resolution. If an image is too large to fit on the page, MaintainX shrinks it to fit.
File	Adds a links to images instead of the images themselves.

Procedure Format

The Procedure Format setting specifies the amount of detail related to the work orders’ procedures to include in the export. Choose one of the following options:

Option	Description
Detailed	Includes the values the user entered in the procedure fields with a timestamp and the name of the user.
Flags and Failures Only	Only includes inspection checks marked as Flag and Fail answers in the work order's procedures.
None	Includes all work orders without a procedure’s information.
Summary	Includes all fields contained in a procedure with their answers.

Information to Include

Specify the information to include in the exported PDF.

Option	Description
Cost	Includes the work order's cost information from the Time & Cost Tracking section of the work order.
Attachments	Includes attachments added when creating or editing the work order. Attachments added in the Comments section are not included.
Comments	Includes the comments and attachments added to the work order's Comments section.
Work Order History	Includes the work order history (or audit log). The work order history lists all system changes that appear in the work order's Comments section.
Estimated Time	Includes the values of the Estimated Time fields of the work order.
Basic Information	Includes the list of basic information to add to the PDF such as the work order status, type, description, categories, assignees, and the names of the asset, the parent asset, the location, and the parent location. Location Address: Includes the Location's Address field information. Priority: Includes the work order's priority. Work Order Information: Includes the work order information such as the work order's creator, creation date, and last updated date.
Sub-Work Orders	If the work order is the parent work order in a multi-asset work order, includes a list of its sub-work orders. For more information about multi-asset work orders, see About Multi-Asset Work orders
Export Information	Includes export information, such as the date and time of the export and the name of the user who initiated the export.
Vendors	Includes the list of vendors specified in the work order. Contact Information: Includes the vendor's contact information.
Signature Line	Adds a signature and a date line to sign off on the work order.
Custom Fields	Includes any custom work order fields to the export file.

note

MaintainX work orders support custom fields. Your work order export options might include additional columns, contact your Organization's MaintainX Administrator for more details.