General
Set up and configuration
Manage users
Troubleshooting
Registers
Manage content
- Delete document
- Edit, review and approve process
- Edit, review and approve policy
- Create and publish new policy
- Create and publish new process
- Previous item version information
- Edit roles
- Edit release notes
- Hide items (archive content)
- Introduction to release management
- Manage document
- Manage regulations
- Publish multiple changes (in one release)
- Publish single item (manage changes)
- Download and print content
- Delete role
- Delete policy
- Delete process
- Delete or archive regulation
Audits
Training Resources
Business units
- Guide new business unit set up
- Working example 1 - locking down content access to 2 separate items
- Working example 2 - want all staff to view content yet only one group can edit
- Existing business unit review and configuration
- Guide ongoing business unit maintenance
- Manage business units for registers
Reports
Required Reading
Download and print content
QMS users with the appropriate access levels are able to download content and reports from the QMS. Users with the following access levels can initiate downloads:
- Administrator
- Model Administrator
- Report downloading
- Editor access(Policy Editing, Process Step Editing and Process Editing
Refer to Manage Users to change User access levels.
This help article is split into four sections on different ways to download content and content reports.
- Download single item (PDF)
- Download all content (PDF)
- Print content
- Export a list of items (spreadsheet file)
For information on how to download other reports, refer to:
Download single item
QMS users given administrator, report downloading or editor access can download PDF versions of single policies, processes. This is known as Single Item Report (SIR) and can be downloaded in two ways:
- from the opened item
- download open item
- download Process map
- from the list view.
Download opened item
Download and print process map
Download item from list view

Step 2
Click once on the item you want to download and click Download.
Tip
To select several items at once, hold Ctrl and click once on each item you want to download.

Download all or multiple content items
QMS users with the appropriate access can generate a download or report of all policies and processes.
There are two file formats available:
- PDF of multiple content items
- spreadsheet report of multiple content items
Download PDF report

Tip
If you would like to download items which aren’t published (i.e. in draft view), you can do this by:
- filtering the list view to include only the draft content (refer to Filter and sort content page)
- adjusting the Create document from section of the Download pop-up box.
Tip
You can print all generated documents using your PDF viewer. You can also email the PDF.
Download spreadsheet report
Tip
You can adjust what items you include in your spreadsheet report by:
- selecting single or multiple items from the list (using CTRL)
OR - filtering the list view (refer to Filter and sort content page)