Public sector - public records requests

Hello, we are a public sector organization, and any information entered into Smartsheet is subject to open records requests.

Is there anyone else who has to search and provide data in Smartsheet to the public?

If so, how do you provide that information?

If it is a project plan, do you export to a PDF?

Does that include the comments?

If not, how do you include the comments and attachments?

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Abdul Samad Mohammad

Hello there!

https://www.youtube.com/watch?v=1z_CuFgwjHw

In this YouTube link, you will find how to export

This is the standard way to pull a complete record of a project for compliance.

Excel File: Contains all the sheet data, Cruicially, this excel file includes a "Comments" tab that logs every comment, who made it and the timestamp

Sheet Data: The rows and columns of your project plan.

Attachments Folder: A separate folder containing every file ever attached to the sheet, organized by Row ID.

How To do it:

In your workspace or sheet list, right-click the Sheet(or Workspace)

Select Request Backup(or "Schedule recurring backup", if you want it regular).

Check the box for "include attachments"

Thanks,

Mohammad Abdul Samad

abdulsamadm528@gmail .com

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