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).
|
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 |