Can I export and print FMEA documentation for audits or other offline use?

You can manually export individual views as needed for printing or sharing. In addition, you can create a Release, which essentially creates a snapshot of the data at a specific point in time. A Release generates a ZIP file containing all of the applicable views exported at that time.

This can be particularly useful for audits because it provides a point-in-time record of the documentation, while individual views can still be exported when only specific sections are needed.

What is in an exported file?

Click the download icon in the worksheet toolbar and select Export & Download, then click XLSX. This creates an Excel file of the view you are on: Process Flow, PFMEA, Control Plan, DFMEA or Core View. Export is not available in edit mode. The file includes:

• A title naming the worksheet type (Process Flow, PFMEA, Control Plan, DFMEA or Core View), plus your company logo if one has been uploaded in Company Information.
• The document header fields you set up. Core View has no document headers.
• The worksheet rows and columns. If you have hidden or pinned columns, Use hidden and pinned column preferences is already selected, so the file shows only the columns you have chosen to show. Clear it to export every column. The option is greyed out when you have no hidden or pinned columns.
• The highlight colours from your active Risk Profiles.

The export does not include:

• A cover page or revision log. To get a record of changes, export the worksheet's Changelog to .xlsx.
• A signature or approval block. The Control Plan document headers do have Customer Engineering Approval Date, Customer Quality Approval Date, Organization / Plant Approval Date and Other Approval Date fields.
• Charts or graphs. To see how risk is spread across your records, use the Analysis Matrix in the Risk Management Suite.

Printing a single worksheet, such as one DFMEA

1. Open the workbook. Make sure you are not in edit mode, then select DFMEA in the view dropdown.
2. Click the download icon in the worksheet toolbar and select Export & Download, then click XLSX.
3. Open the file in Excel and print it from there. The export has no font settings, so change fonts and page layout in Excel.