In this lesson you
- Shared a frozen snapshot of your reports
- Chose between now and as first uploaded
- Saw what the person you send it to sees
Transcript
Share a snapshot
Sharing a frozen report. Sometimes you need to send your numbers to someone outside Proof. A board, a funder, or an auditor. Your reports in Proof are live. They change every time your library does. That's what you want day to day. But the person you send them to needs numbers that hold still. A snapshot freezes the report at one moment, and gives you a link to it. Every Reports tab has the same button, Share assessment. It first asks which version of your library to freeze. Current state is your documents as they stand today. As first uploaded is every document as it arrived, before any fixes. Choosing it doesn't change anything in your library. To show progress, send both. The first-uploaded link is your before, and the current one is your after. For now, choose Current state.
One link, no sign-in
Proof creates the link, and copies it for you. If you need it again later, choose Copy. The link carries two reports together, the Corpus Assessment and the WCAG Scorecard. Anyone with the link can open it, with no account. They can read it, but they can't change it. The link doesn't expire. So send it only to people you'd hand the report to. The Evidence Register and the Remediation Ledger aren't in the link. To share those, download their CSV files.
What they see
Now, what does the person you send it to actually see? Here's the link, opened in a browser where nobody is signed in. At the top is your project's name, Maple Ridge public documents. Under it, a note says this is a point-in-time snapshot, and gives its date. It also says your library may have changed since. So the reader always knows which moment they're looking at. Below that is the same report you see in Proof, starting with the compliance posture. Five of eight documents are compliant. Two have failed, and one needs review. The sentence under it is the one to quote. Three of the eight documents don't yet meet the bar under Section 508 and the ADA. It also says that none of the open checks clear without a person. Then, what stands open, and who owns it. Each open violation is counted once, by who clears it next. One is a picture description that AI can draft, for a reviewer to accept. The other needs a person to confirm it. Further down are your site sections, and the scorecard, criterion by criterion. Each of those has its own lesson. The reader can't open your documents from here, or see anything beyond these reports. What about when your numbers improve? Create a new link. The one you already sent stays exactly as it was. Now you can send a report that holds still, and choose whether it shows your library today, or before the work began.
Recap
That's the end of this lesson.
Maple Ridge Community Health, its documents and its people are fictional, made for these lessons.