For customer records and internal evaluation, export the completed work as a CSV file.
Create an export
In Operations choose a period (up to 62 days) and optionally a site. The file contains one row per checklist step:
| Column | Content |
|---|---|
| Shift | Shift number |
| Site | Site name |
| Service date | Date of the service |
| Template | Checklist name |
| State | Shift state at export time |
| Responsible | Assigned person |
| Submitted / completed | Timestamps |
| Review decision | Accepted, accepted with exceptions, rework |
| Step, area, instruction | The checklist step |
| Outcome | Done / Blocked / Not applicable |
| Acting person | Who actually performed the step |
| Note / reason | Notes and blocking reasons |
Rules
- Exports are authorized and filtered server-side: you only see sites you have access to.
- User input is safely escaped (no formula injection in spreadsheets).
- Periods beyond the limit are rejected instead of silently truncated; when the row limit is reached the file is flagged as truncated.
- The limits keep exports simple for the pilot — larger evaluations follow on demand.