Import a Safety Inspection template from a CSV file

To import a Safety Inspection template from a CSV file, follow the steps below.

Step 1:  Go to the Safety Inspection register

Navigate to your Management module and click on the Safety Inspection tool to access your project's Safety Inspection register.

Step 2:  Click “VIEW TEMPLATES”

Click the "VIEW TEMPLATES" button.

Step 3:  Create a new template

Click the "CREATE NEW TEMPLATE" button.

Step 4:  Click the overflow button

Click the overflow button on the top-right hand side of your screen and select "Import Template" from the menu.

Step 5:  Prepare your template file

If you don't already have an inspection template, click the "GET TEMPLATE" button.

Each section in your template is listed in Column A, with the related item listed in column B. 

Once you have added all related sections and items to your template, save the file to your device.

You can also download a copy of a Safety Inspection template by clicking this link.

Step 6:  Upload your template file

To upload your Safety Inspection template, click the "UPLOAD EXCEL FILE" button. 

Once you have located the file in your file explorer, click "Open" to import.

Step 7:  Preview your Safety Inspection template (optional)

If you would like to see what your Safety Inspection looks like in action, click on the overflow button on the top-right hand side of your toolbar and select "Preview" from the menu.

Step 8:  Save your Safety Inspection template

Click the "SAVE" button on the top-right hand side of your screen to save your Safety Inspection template.

If you have any questions about Safety Inspections, shoot us an email at [e-mail] and our customer success team will be in touch.