How to export a list of forms from the web platform

As a TotalEnergies collaborator, you may need to export a list of forms completed by your staff or contractors on site. This can be easily done through the web platform. In this article, we will guide you through the simple steps to export a list of forms.

Step 1: Log in to your account.

To begin, log in to your account on the web platform. If you are unsure how to do this, please refer to the following article: How can I log in to the web platform?.

Step 2: Navigate to the "Listing" tab and select the "Forms" sub-tab.

Once you are logged in, navigate to the "Listing" tab and select the "Forms" sub-tab. This will bring you to a page where you can view all the forms completed by your staff or contractors:

Step 3: Select the type of forms you wish to export.

On the "Forms" page, you can select the type of forms you wish to export by selecting the categories. This will help you narrow down the list of forms and make it easier to find the ones you need:

Step 4: Filter the list of forms.

If you need to further filter the list of forms, you can click on the filter icon and filter by date, company, site, participant, etc. Once you are satisfied with your list, you can proceed to the next step:

Step 5: Export the forms.

To export the list of forms, simply click on the "Export" button. The file will be automatically downloaded in your browser. You can then save it to your computer for further use.

Congratulations! You now know how to export a list of forms from the web platform. This feature makes it easy for you to keep track of all the forms completed by your staff or contractors and use the data for reporting or analysis purposes.

If you have any further questions or need assistance, please don't hesitate to reach out to our support team. We are always happy to help!