Every account comes with one complimentary location import. This is a faster way to get set up for organizations with more than 100 locations to inspect.
In order to import locations:
- Create the shared inspection forms that will be included in the import. (See Shared Inspection Forms below.)
- Create an Excel file using the format described on this page. (See Create Excel File with Locations below).
- Email that file to us at firstname.lastname@example.org.
- We'll review the file to make sure it matches the right format. Then, we’ll send a preview of how the information will look in OrangeQC after the import. We can usually do this within one business day.
- You’ll review the preview and approve the import (or tell us if anything looks wrong).
- After we get your approval, we’ll officially import the locations. We can usually do this within one business day.
Shared Inspection Forms
Before we can import your locations, you need to create the inspection forms you’d like assigned. They must be marked as “Shared” so that they can be used across your new locations.
To create shared forms:
Click the “Setup” tab.
Open an existing location or create a new site (you could name it "Testing").
Create an inspection form. Make sure it’s marked as "Shared." Repeat this step for all the forms you’d like to include in your import.
Create Excel File with Locations
The Excel file you'll create will represent your locations. If you haven't already set up a location, you’ll want to try that first; click here to learn how to add areas and assign inspection forms.
Open a new Excel file. In the first row, enter the following names, each in its own column:
You can have as many "Level _" columns as you need (e.g. "Level 3", "Level 4").
Each row in the file represents the location of one inspection form. For example, let’s say you want your finished location to look like this:
In this example, the Site column would be "Acme Campus." (In your file, you'll probably set up multiple locations, but in this example we'll only show one location.) Our Level 1 column will supply the names for the first subarea under Acme Campus ("RR Building" and "WEC Building”). The Level 2 column will have the subareas beneath those buildings (the names of the floors). The last column, Form, will be the name of the inspection form we want to assign. If you want to include multiple forms for the same location, repeat the same data for Site, Level 1, and Level 2.
The Form column must match the inspection form name exactly as you have it online.
|Site||Level 1||Level 2||Form|
|Acme Building||RR Building||Floor 01||Hallway|
|Acme Building||RR Building||Floor 01||Lobby|
|Acme Building||RR Building||Floor 01||Office|
|Acme Building||RR Building||Floor 01||Public Areas|
|Acme Building||RR Building||Floor 01||Restrooms|
|Acme Building||RR Building||Floor 02||Hallway|
|Acme Building||RR Building||Floor 02||Offices|
|Acme Building||RR Building||Floor 02||Restrooms|
|Acme Building||RR Building||Floor 03||Hallway|
|Acme Building||RR Building||Floor 03||Offices|
|Acme Building||RR Building||Floor 03||Restrooms|
|Acme Building||WEC Building||Floor 01||Lobby|
|Acme Building||WEC Building||Floor 01||Public Areas|
|Acme Building||WEC Building||Floor 02||Hallway|
|Acme Building||WEC Building||Floor 02||Offices|
|Acme Building||WEC Building||Floor 02||Restrooms|
A few things to keep in mind:
To assign a form directly to the site (and not a subarea), leave the Level 1 and Level 2 columns blank. You can also leave the Level 2 field blank if you want to assign it to a subarea directly beneath the site (and so on, if you have more levels).
You can include more levels (a Level 3 for rooms, for example), but we recommend performing inspections at the floor level (unless it is a school or hospital).
You can vary how many subareas are assigned to each site. The only requirement is that Level 1 is filled before Level 2.
The Site column must not be blank.
You can leave the Form column blank if you don’t want any inspections assigned at that level. If you want to add them later, you will have to go back through the setup process.
Imports can not have more than 6,000 rows. If you are going above that, contact us to discuss alternative ways to capture your locations.
Imports can not be performed twice for the same location. Please make sure your file is correct before sending it to us and approving it for production use.