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J. J. Keller Support Center

Plans and Policies Imports

Select the drop-down menu for Record Type and select Plans & Policies.

 

Follow the instructions in the box displayed. See below for a breakdown of the fields and what is required in the import template (spreadsheet).

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DATA FIELD

REQUIRED?

MAX CHARACTERS

INSTRUCTIONS

Title

Yes

225 Enter the Title of the plan/policy
Effective Date

Yes

  MM/DD/YYYY or MM-DD-YYYY format
Mandatory

Yes

  Yes/No
Type Yes   Options: Federal Form, General Form, Letter, Letter Template, State Form, Handbook, Hazard Assessment, Hazard Assessment Template, JHA/JSA, JHA/JSA Template, Policy, Policy Template
Added By

Yes

150 Enter the name of the person that added the plan/policy
Language No   Enter the language the plan/policy is written in
Description No   long form
File Name Yes    
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