Resources / Practical guide
Review, audit and export
Use optional checks, understand Health and create the output you need.
Step by step
- Consider Quality suggestionsOpen Quality where available. Read the suggested change and accept or reject it on its merits.
- Review Audit evidenceUse current approved organisation knowledge for applicable audits. Check the source and evidence behind each finding. Features depend on your plan.
- Read Health in contextHealth shows outstanding workflow checks. It is not a percentage measure of extraction accuracy or a compliance certificate.
- Choose an export formatSelect PDF, Word, Excel, HTML or JSON. Choose the sections and findings to include, and use the preview and composer to check the arrangement.
- Inspect the finished fileGenerate and open the export. Check table headers, continuation rows, wrapping, images and signatures. Existing exports are snapshots; regenerate after corrections.
Quick Upload & Export skips these review stages. Its outputs remain unreviewed and should be checked before use.
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