To assist us in getting your data into your account quickly and cleanly, please ensure that you have set up a folder structure within your accounts.

It is important to think about your account structure to make it as easy as possible for you to find and manage your records. You will need to state which folder each record will sit in if you are filling out the import spreadsheet for your accounts.

When setting up each account, you will notice that we have provided example folders for you to use. You can add, edit, move, and/or delete these folders to suit your needs.

Here are some example folder structures for the accounts available for your industry:

PPE and Equipment Account -

Folders

  • (Top Folder) Harnesses

    • (Record) CMC Radio Harness

  • Helmets

    • Petzl Panga


Staff Competency Account -

  • Permanent staff

    • (sub-folder) John Smith

      • First Aid Qualification

  • Temporary/ contract staff

    • Lucy Davies

      • Rope Rescue Level One Qualification


First Aid Equipment Account -

  • First Aid Kits

    • Dressing, Bandages & Tape

      • Sterile Wound Dressing

    • Plasters

      • Waterproof plasters

    • Ice/Heat Pack

      • Wheat bag heat pack


Incident Reporting Account -

  • 2021

    • January 2021

      • Incident 1 - 27/01/2021

  • 2022

    • January 2022

      • Incident 3 - 02/01/2022


Tools Account -

  • Hand tools

    • Silverline SW21 Pruning Saw

  • Power Tools

    • Stihl HT133 Pole Pruner


Vehicles Account -

  • Van

    • Ford Transit chassis cab

  • Trucks

    • Toyota Hilux

  • Cars

    • Ford Fiesta

See related articles:

Still can't find the answer you need? We'd love to help!
Contact our Customer Support Team via the chat button in the lower right corner of the screen, on +44 (0)1248 719270 or at support@papertrail.io.

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