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Importing and Exporting Safety Programs

Note: Only clients with Asset Essentials Enterprise have access to the Safety Programs feature. If you are interested in accessing Asset Essentials Enterprise features, please contact your Implementation Specialist or your Sales Representative.

Importing Safety Programs

  • Click on the Safety Programs menu icon, then select Safety Programs.
  • Click the More button and choose Import.
  • If needed, you can click Download Import Template to download a CSV file with all the column headers preloaded. Enter the Safety Program information into this template and save it to your computer.
  • Select the import file by clicking the Browse button and choosing the appropriate file from your computer.
  • You can also choose to select the file from your Documents Library by clicking the Select option and clicking the image icon.
  • Click OK to Import the File.
  • Once the file imports, the name of the file will be displayed along with some additional options such a indicating whether your file has a header row and choosing a Delimiter.
  • You can choose for Asset Essentials to Ignore existing records in the import file or Override existing records in the import.
  • Select a Mapping from the drop down menu.
    • If no mapping has been created, click New.
    • Asset Essentials will automatically attempt to match the appropriate Safety Program fields in the Target column with the import file's column headers found in the Source column. You can change any of the Source fields to match the Target field by selecting the appropriate field from the drop down.

     

     

    • Enter a Name for the Mapping.
    • Choose whether you want this mapping available to other users.
    • Click OK to save the mapping.
  • To determine if there will be any errors with importing the data, click the Validate button. This will display any potential errors.
  • When ready, click the Import button to import your data.

Exporting Safety Programs

  • Click on the Safety Programs menu icon, then select Safety Programs.
  • Click the More button and choose Export.
  • Select the file type for the export.
  • Choose whether the export should include only the Visible columns on the summary page or All columns.
  • You can select to export either the Current page, a range of Select pages, or All pages.
  • Click OK to export the file.

 


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