This guided procedure utilizes a standardized, downloadable Excel Template, which defines the required structure for input metrics (Hours, Injuries, Days) and Notes across the organizational hierarchy.

The import process is designed for maximum flexibility:

• Flexible Time Scope: Users can import input data not only for the current month but also for any historical month and year, making initial setup and retroactive data population straightforward.

• Built-in Consistency Checks: Before processing the data, the wizard executes robust congruency controls. These checks validate the imported data against existing records in the database, alerting the user to potential duplicates or conflicts to maintain data integrity.

• Data Preview: A critical step in the workflow is the data preview screen. This gives users a clear, final visualization of the records, indices, and organizational nodes that are about to be imported, allowing for a final verification before committing the changes to the production database.

🎯 Key Benefit

Data Import Management simplifies the maintenance of extensive historical datasets and current monthly metrics, minimizing manual effort while ensuring the integrity and accuracy of the underlying data used for FR/SR calculation and trend analysis.