docs: Export findings #939

validbeck · 2025-09-09T15:25:08Z

Pull Request Description

What and why?

sc-12121

We were missing information on how to export findings as this feature is now available on production.

How to test

Click on the LIVE PREVIEW: Export findings

What needs special review?

Some other changes:

Moved Customize model findings layout to its own page out of View and filter model findings as the model inventory layout also had it's own page (and the page was getting very long): LIVE PREVIEW
Renamed Export documentation to Export documents (and updated all links): LIVE PREVIEW

Dependencies, breaking changes, and deployment notes

n/a

Release notes

You can now export findings tracked in the {{< var validmind.platform >}} as .csv files by type. Product documentation has been updated to reflect this functionality.

Learn more: Export findings

Checklist

github-actions · 2025-09-09T16:11:59Z

PR Summary

This pull request primarily refactors the documentation and guide files by updating several link references and introducing new documentation pages. The key changes include:

Updated link references throughout the site to replace "export-documentation.qmd" with "export-documents.qmd" for consistency. This change affects files such as the overview, FAQ, sidebar configuration, guide listings, and release notes.
Integrated new navigation entries in the sidebar by adding a new page for customizing model findings layouts. The new file "customize-model-findings-layouts.qmd" provides a comprehensive guide on how users can configure the presentation of model findings.
Introduced a new guide "export-findings.qmd" that explains how to export tracked model findings as CSV files. This new page outlines prerequisites, instructions for selecting finding types, and details on the exported data columns.
Updated the model findings overview by removing the deprecated section from "view-filter-model-findings.qmd" and updating links to point to the newly introduced customization guide.
Adjusted layout settings (e.g., increasing grid columns in the model findings listing) to better accommodate the added content.

Overall, the PR ensures better consistency in naming conventions, enhances user guidance on model findings customization, and provides a clear, organized navigation structure across the documentation.

Test Suggestions

Verify that all updated links (e.g., export documents, customize model findings layouts) navigate to the correct pages.
Ensure that the new 'Export findings' guide displays properly and that the CSV export instructions are clear.
Check the sidebar navigation to confirm that the new entries (both the export findings and customize model findings layouts pages) are present and ordered correctly.
Review the model findings view page to ensure the layout updates (grid-columns change) render as intended.
Perform a smoke test on the release notes pages to verify that all button links reference the correct documentation pages.

github-actions · 2025-09-09T16:12:17Z

Vale source linter

⚠️ WARN: Found 14105 issues across 682 files — Check the workflow run or download the full report

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github-actions · 2025-09-09T16:15:13Z

Lighthouse check results

⚠️ WARN: Average accessibility score is 0.78 (required: >0.9) — Check the workflow run

Show Lighthouse scores

Folder depth level checked: 0

Commit SHA: 2fb1f85

Modify the workflow to check a different depth:

0: Top-level navigation only — /index.html, /guide/guides.html, ...
1: All first-level subdirectories — /guide/.html, /developer/.html, ...
2: All second-level subdirectories — /guide/attestation/*.html, ...

Page	Accessibility	Performance	Best Practices	SEO
/developer/validmind-library.html	0.76	0.37	1.00	0.90
/get-started/get-started.html	0.75	0.69	1.00	0.80
/guide/guides.html	0.75	0.67	1.00	0.90
/index.html	0.84	0.67	1.00	0.90
/releases/all-releases.html	0.82	0.70	1.00	0.80
/support/support.html	0.82	0.67	1.00	0.90
/training/training.html	0.73	0.63	0.96	0.80

github-actions · 2025-09-09T16:43:36Z

Validate docs site

✓ INFO: A live preview of the docs site is available — Open the preview

* Removing validmind version variable (#921) * infra: Merge main into staging PRs created by staging deploy now indicate original PR# (#924) * Updating main into staging workflow * Testing branch versions * Removing test file * Fix Makefile help * infra: Delete older PR preview comments from validate & execute flows (#932) * Adding deletion of old preview comments back in * Removing unused variable * Adding same thing to notebooks * Edit to notebook, should remove old comment * hm * Deleting test execution notebook * ValidMind Platform releases: Exclude `admin-ui` from roundup listing page (#933) * Exclude admin-ui from platform releases roundup * Adjust * Remove old variable usage --------- Co-authored-by: Nik Richers <nik@validmind.ai> * docs: Export findings (#939) * Setup: Customize model findings layout * Save point * Save point * Draft: Customize model finding layouts * Setup: Export findings * Draft: Export findings * Export documentation > Export documents * Editing * Cleanup * Proofread * Filter * Update API reference to use prod server (#938) * Update API reference to use prod server * Update Makefile for admin API as well * docs: Export inventory (#943) * Setup: Export inventory * Draft: Export inventory * Proofreading * Oops * docs: Updated Export findings (#944) * Setup * Proofread * Testing pinned Quarto version * docs: Customize Virtual Document Validator (#947) * Set up: Manage regulations and policies * WIP * Customize VDV draft * Edits: Check documentation for compliance * Proofread * Quick UI updates * Pin a Quarto version specified in Action variables for our deployment workflows (#951) * Testing pinned Quarto version * Applying pinned Quarto version to other workflows * Removing test notebook * docs: Workflow Wait step time delta configuration (#954) * Setup: Wait step time delta * Editing * Updating example screencap for Wait * Remove login button and make related CSS modular (#949) * Remove login button and make related CSS modular * Make login link specific to profile * Change scss/ to assets/style/ and update README.md * Fix double space * Check out .gitignore from main * Minor README.md tweak * One more minor README.md tweak * Add missing backticks * Fix Log In button for developer.css * Minor edits * Slight adjust to CSS in-progress message --------- Co-authored-by: Beck <164545837+validbeck@users.noreply.github.com> * docs: Updated "Manage model finding fields" (#958) * Edit: DElete model findings * Edit: Manage model finding fields * Editing UI wording * Editing... * Editing...... * Proofreading * Edit * docs: Updated "Manage document templates" (#960) * Draft: Delete document templates * Edit: View document templates * Wrapping up * Stupid broken link * Edit: VDV Findings > Observations (#962) * docs: Update inventory & finding field views (#964) * Edit: Manage model inventory fields * Save point * Edit: Manage model finding fields * Cleanup * Proofread * Adjustments * Final touch * Fix bug in Makefile (#935) * Bug bash: nrichers/sc 12201/disable algolia search on api reference pages (#968) * Disable Algolia search on Public API reference page * Fix stray comment indent * docs: Add shared text blocks to YAML templates (#970) * Setup: Add library blocks to YAML templates * Save point * Save point * Tidying up * docs & training: Virtual Document Validator, regulations & policies set up update (#973) * Draft: Questions from PDF uploads * Training: Setup for regulations & policies * Save point * Save point * Draft: Administrator Fundamentals update * Draft: Developer Fundamentals update * Proofreading * Hiding PDF upload for VDV (#975) * Add system access requirements (#977) * Add initial system access requirements topic * Text edits * More edits * Fix incomplete sentence * Basic version: Improve navigation for Python API and Public REST API (#966) * Apply the basic fixes we agreed on * Remove a:hover experiment * Update .gitignore * Underline specific links only * Address review comments from Beck * Final CSS tweak * Update release_notes_check.py (#981) * Enable release notes checks to post comment with instructions (#984) * Update release_notes_check.yaml * Update release_notes_check.py * Edit: Remove info for add finding via doc section (#978) * docs: Updated Workflows Approval Step info (#979) * Edit: Approval step & condition instructions * Update: Approval Step example * Add Tidy Layout callout * Bump versions to 25.10 & v2.9.5 + public release landing page improvements (#971) * Bump release versions * Add temporary branch ref * Fix Makefile help * Reorder all releases page, bump up length of descriptions shown * Turn older releases into collapsible section * Fix YAML * Fix YAML again * Add pagination style from release notes portal * Add button for all feature highlights & add whitespace * Wording tweak * Run make get-source * All releases page tweaks * Fix broken links * Change heading to Latest features for consistency * Address Beck's sidebar suggestion * Fix date in this repo, too * Add whitespace before heading * Remove the branch ref I had THREE reminders for to remove ... (#991) --------- Co-authored-by: Beck <164545837+validbeck@users.noreply.github.com> Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com> Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>

* Removing validmind version variable (#921) * infra: Merge main into staging PRs created by staging deploy now indicate original PR# (#924) * Updating main into staging workflow * Testing branch versions * Removing test file * Fix Makefile help * infra: Delete older PR preview comments from validate & execute flows (#932) * Adding deletion of old preview comments back in * Removing unused variable * Adding same thing to notebooks * Edit to notebook, should remove old comment * hm * Deleting test execution notebook * ValidMind Platform releases: Exclude `admin-ui` from roundup listing page (#933) * Exclude admin-ui from platform releases roundup * Adjust * Remove old variable usage --------- Co-authored-by: Nik Richers <nik@validmind.ai> * docs: Export findings (#939) * Setup: Customize model findings layout * Save point * Save point * Draft: Customize model finding layouts * Setup: Export findings * Draft: Export findings * Export documentation > Export documents * Editing * Cleanup * Proofread * Filter * Update API reference to use prod server (#938) * Update API reference to use prod server * Update Makefile for admin API as well * docs: Export inventory (#943) * Setup: Export inventory * Draft: Export inventory * Proofreading * Oops * docs: Updated Export findings (#944) * Setup * Proofread * Testing pinned Quarto version * docs: Customize Virtual Document Validator (#947) * Set up: Manage regulations and policies * WIP * Customize VDV draft * Edits: Check documentation for compliance * Proofread * Quick UI updates * Pin a Quarto version specified in Action variables for our deployment workflows (#951) * Testing pinned Quarto version * Applying pinned Quarto version to other workflows * Removing test notebook * docs: Workflow Wait step time delta configuration (#954) * Setup: Wait step time delta * Editing * Updating example screencap for Wait * Remove login button and make related CSS modular (#949) * Remove login button and make related CSS modular * Make login link specific to profile * Change scss/ to assets/style/ and update README.md * Fix double space * Check out .gitignore from main * Minor README.md tweak * One more minor README.md tweak * Add missing backticks * Fix Log In button for developer.css * Minor edits * Slight adjust to CSS in-progress message --------- Co-authored-by: Beck <164545837+validbeck@users.noreply.github.com> * docs: Updated "Manage model finding fields" (#958) * Edit: DElete model findings * Edit: Manage model finding fields * Editing UI wording * Editing... * Editing...... * Proofreading * Edit * docs: Updated "Manage document templates" (#960) * Draft: Delete document templates * Edit: View document templates * Wrapping up * Stupid broken link * Edit: VDV Findings > Observations (#962) * docs: Update inventory & finding field views (#964) * Edit: Manage model inventory fields * Save point * Edit: Manage model finding fields * Cleanup * Proofread * Adjustments * Final touch * Fix bug in Makefile (#935) * Bug bash: nrichers/sc 12201/disable algolia search on api reference pages (#968) * Disable Algolia search on Public API reference page * Fix stray comment indent * docs: Add shared text blocks to YAML templates (#970) * Setup: Add library blocks to YAML templates * Save point * Save point * Tidying up * docs & training: Virtual Document Validator, regulations & policies set up update (#973) * Draft: Questions from PDF uploads * Training: Setup for regulations & policies * Save point * Save point * Draft: Administrator Fundamentals update * Draft: Developer Fundamentals update * Proofreading * Hiding PDF upload for VDV (#975) * Add system access requirements (#977) * Add initial system access requirements topic * Text edits * More edits * Fix incomplete sentence * Basic version: Improve navigation for Python API and Public REST API (#966) * Apply the basic fixes we agreed on * Remove a:hover experiment * Update .gitignore * Underline specific links only * Address review comments from Beck * Final CSS tweak * Update release_notes_check.py (#981) * Enable release notes checks to post comment with instructions (#984) * Update release_notes_check.yaml * Update release_notes_check.py * Edit: Remove info for add finding via doc section (#978) * docs: Updated Workflows Approval Step info (#979) * Edit: Approval step & condition instructions * Update: Approval Step example * Add Tidy Layout callout * Bump versions to 25.10 & v2.9.5 + public release landing page improvements (#971) * Bump release versions * Add temporary branch ref * Fix Makefile help * Reorder all releases page, bump up length of descriptions shown * Turn older releases into collapsible section * Fix YAML * Fix YAML again * Add pagination style from release notes portal * Add button for all feature highlights & add whitespace * Wording tweak * Run make get-source * All releases page tweaks * Fix broken links * Change heading to Latest features for consistency * Address Beck's sidebar suggestion * Fix date in this repo, too * Add whitespace before heading * Remove the branch ref I had THREE reminders for to remove ... (#991) * docs & training: Calculation Finding Fields (#988) * Draft: Calculation Finding Fields * Draft: Calculation Finding Fields in training * Save point * Cleaning up * Proofreading * Save point * Update site/guide/model-inventory/_field-types.qmd Co-authored-by: Nik Richers <nik@validmind.ai> * Update _field-types.qmd * Applying Andres's code edit --------- Co-authored-by: Nik Richers <nik@validmind.ai> * Upgrade Tachyons with official codeblock fix & remove our workaround (#995) * Commit regenerated Python API files and bump version (#997) * docs: Workflows for findings (#998) * Setup: Workflows for findings * Renaming Setting up model workflows page * Fixing links * Sidebar link * Renaming directory * Fixing broken links pt2 * Cleaning up... * More cleanup * More * More renaming * Oops * Almost there * Stragglers * One more? * & includes * Save point * Edit: Add new workflows in docs * Edit: Edit existing workflows in docs * Edit: Review active workflows in docs * Edit: Review workflow histories in docs * Save point * Edit: Initiate workflows in docs * Edit: Abort workflows in docs * Edit: Manage workflow tasks * Edit: Transition workflows * More cleaup * Training: Edit Add new workflows * Training: Review active workflows * Training: Review workflow history * Training: Initiate workflows * Training: Reset workflows * Training: Abort workflows * Training: Transition workflows * Proofreading * More proofreading * ooo figured out a neat conditional hack * Editing training slides * Updating single-source templates * docs & training: Updates to model registration UX (#1003) * Edit: Register models in inventory * Quickstart: Register model developer * Quickstart: Register model validator * Updating code snippet images * Updating developer model details image * Updating validation report details image * Admin training: Register demo model * Developer training: Register demo model * Validator training: Register demo model * Cleanup * Proofreading * Edit: Manage model stakeholder types on registration * Edit: Manage model stakeholder types on registration training pt1 * Edit: Manage model stakeholder types on registration training pt2 * Edit * Edit * Pulling in latest notebooks from sibling PR * Nrichers/sc 12743/fix quarto docs workflow issue (#1001) * Remove validmind/ folder and old python-docs.zip file * Change make python-docs to generate the Python API files * Add site/validmind to the .gitignore * Add make python-docs equivalent to workflows * Try RELEASE_NOTES_RO_PAT * docs: Workflows User Action v2 step deadlines (#1005) * Setup: Edits to User Action v2 deadlines * Save point * Save point * Updated example images * Proofread * Formatting * Explicitly install poetry before generating Python API docs --------- Co-authored-by: Nik Richers <nik@validmind.ai> * Setup: Trigger workflow start on date & datetime (#1008) * Remove Slack sign-up page & update community resources (#1010) * Remove Slack sign-up page & update community resources * Minor consistency edit * Remove sign-up hint I added * docs: Manage finding severities (#1013) * Setup: Manage finding severities * Docs: Manage finding severities * Training: Manage finding severities * Cleaning up community page --------- Co-authored-by: Beck <164545837+validbeck@users.noreply.github.com> Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com> Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>

validbeck added 10 commits September 8, 2025 11:03

Setup: Customize model findings layout

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validbeck self-assigned this Sep 9, 2025

validbeck added the documentation Improvements or additions to documentation label Sep 9, 2025

validbeck requested review from kam-validmind and nrichers September 9, 2025 16:06

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validbeck merged commit 6c044d7 into main Sep 9, 2025
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validbeck deleted the beck/sc-12121/add-export-findings-topic branch September 9, 2025 19:40

docs: Export findings #939

docs: Export findings #939

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validbeck commented Sep 9, 2025 • edited Loading Uh oh! There was an error while loading. Please reload this page.

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github-actions bot commented Sep 9, 2025

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site/404.qmd

site/about/contributing/style-guide/conventions.qmd

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site/about/contributing/style-guide/voice-and-tone.qmd

site/about/contributing/validmind-community.qmd

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validbeck commented Sep 9, 2025 •

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