Bulk Importing Procedures

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Ellery Curran
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  1. Click the Admin tab and navigate to the Import Data feature.
  2. Click the blue Import Data button in the top right corner of the page.

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  1. Select PM Procedures under “What are you importing?” and click Download Template at the bottom of the page to download a template to enter bulk procedure information. Within the template, columns with an asterisk (*) must be completed.  
  2. Upload the complete template from your device then click the Import PM Procedures button at the bottom of the page.

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