To assist us in getting your data into your accounts 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 account.
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 on your package:
Equipment Management -
(Top Folder) Harnesses
(Record) CMC Radio Harness
Helmets
Petzl Panga
Staff Competency Management -
Permanent staff
(sub-folder) John Smith
First Aid Qualification
Temporary/ contract staff
Lucy Davies
Rope Rescue Level One Qualification
Tool Management -
Hand tools
Silverline SW21 Pruning Saw
Power Tools
Stihl HT133 Pole Pruner
Vehicle Management -
Van
Ford Transit chassis cab
Trucks
Toyota Hilux
Cars
Ford Fiesta
Lifting and Anchor Bolt Inspection Management -
Site A
Anchor Point M20
Site B
Anchor Point M30
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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.