- Click the Admin tab and navigate to the Import Data feature.
- Click the blue Import Data button in the top right corner of the page.
- 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.
- Upload the complete template from your device then click the Import PM Procedures button at the bottom of the page.
