Supervision Roster Export and Import


The Supervision Roster assigns Supervisors to People and Equipment, assisting in the allocation of time-keeping responsibilities, and in filtering to specific Supervisors for People and Equipment. Allocations can be created and updated in bulk using the import and export functions.

  1. Click on Settings > Rosters > Supervision Roster
  2. To export the Supervision Roster
    1. Select the From date and the To date, then click Export
    2. Click on the link to download the report
  3. To import the Supervision Roster
    1. Click Choose File, then select a file (this may be .csv or Excel).
    2. When the loading bar is complete, click Upload
    3. A list of changes will be shown. If there are errors or issues, these will be flagged for review
    4. Review these changes, then click Apply Changes
  4. To ensure the correct format is followed, use an exported Supervision Roster as a template for the import file. Click the Resource Supervisors File to display the column mapping. The import file can be in vertical or horizonal layout.   

Refer to Rosters - Export and Import File Formats for further details.