happy-property
A period record is a PDF of one logbook's entries for a period you choose, such as last month. Use it when an inspector or auditor asks to see your logs. They don't need a HappyCo account to read it.
Before you start
You need View Logbooks permission at the logbook's property.
Produce a period record
- Go to Compliance › Logbooks and open the logbook.
- Open the Reports tab. Period Records lists the records already produced.
- Select Produce Record.
- Choose the Period.
- Check the File Name, and change it if you like. It can be up to 200 characters.
- Select Produce Record to confirm.
The record shows as Producing, then Ready. It usually takes under a minute. If it shows Couldn't Produce, try again.
Download it
When the record is Ready, select Download PDF. Records stay in the list, so you can download them again later. The list shows your 50 most recent records.
Periods you can choose
The choices depend on the logbook's cadence.
| Cadence | Periods | Default |
|---|---|---|
| Daily or Weekdays | This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, Rolling 6 Months, Rolling 12 Months | This Month |
| Weekly | This Month, Last Month, This Quarter, Last Quarter, Rolling 6 Months, Rolling 12 Months | This Month |
| Monthly | This Quarter, Last Quarter, Rolling 6 Months, Rolling 12 Months | Rolling 12 Months |
A period that includes today ends today. Weekly records cover whole weeks, Monday to Sunday.
What's in the record
- Header: the log type, property feature, period, when it was produced and the retention period.
- One row per day, week or month, with a column for each reading and its acceptable range.
- Initials of the person who logged each entry.
- Notes / Follow-Up: out-of-range readings and any follow-up task still open.
- Gaps: periods with no entry show "No entry recorded".
- A signature line for the person responsible.
The record is a snapshot. It shows the entries as they stood when it was produced. Later entries don't change it, so produce a new one if you need the latest.
The record is produced in your language, English or Spanish.
Frequently asked questions
Can I send the record from HappyCo?
Not yet. Download the PDF and send it yourself.
Can I get a spreadsheet instead of a PDF?
Not yet. Period records are PDF only.
Can I produce one record for several logbooks?
Not yet. Each record covers one logbook.
Why does the current period say "Period still open at time of production"?
The period hadn't ended when you produced the record. Produce a new one after it ends to include the final entry.