How to use Site-Specific Import Spreadsheets

Global Security Spreadsheet

The Global Security spreadsheet is where one can use the Roles tab to add global roles.

No other data should be used in this spreadsheet, just the Roles tab.

For the Contact Name, copy-paste the contact name from a site-specific sheet, so that the spreadsheet validation does not throw an error.

After import of the global spreadsheet, the listed Global Admins can then “seed” the site-specific spreadsheets with the Site, Structure, Contacts, and Roles for the people responsible for managing the site’s emergency roster.

These individuals should be given the role Site Admin, so they can import spreadsheets for their site going forward.

Site-Specific Spreadsheet

Site Admins and Global Admins have the ability to import a site-specific spreadsheet.

A Site Admin only has ability to import a spreadsheet for their assigned site.

A site-specific spreadsheet will have the site name in the file name and also on the About tab.

A site-specific spreadsheet should house all the emergency roster information for their site, including all Structures, Contacts, Messaging Groups, and site-specific roles (ie: Site Group Leader, Site Admin) for the Site.