Copy, templates and import

Safety data repeats itself. Two offices of the same company run similar activities, use similar equipment and need similar courses. This area is about not typing all of it twice.

There are three ways in.

	What it does	When
Copy from…	replicates an element from one office to another, keeping its relations	the same thing already exists somewhere in your projects
Create from template	replicates it from a model office, pre-filled by 4HSE or by a partner	you are starting from scratch and want a ready structure
Import	loads a list from a .csv file	you already have the data in a spreadsheet

What “template” means here

A template office is a model: an office, created for the purpose, holding standardised and pre-filled data to copy from. Templates can be provided by 4HSE, by a partner — and partner templates are visible only to that partner’s clients — or exist inside your own project.

Note

This is a different meaning from the one in Printing and exporting, where a template is the layout of a printed document.

Copying is not duplicating

The copy carries the relations of the element with it, and on arrival each related item is handled separately: something already present in the destination office is linked, not duplicated, and only what is missing is created.

This is what makes copying safe on a populated office, and it is the reason the procedure has a step in the middle where you decide item by item — see Copy an element.

Import writes, export does not

Importing creates records in 4HSE from a file; exporting produces a file from data that is already there. The two buttons are symmetrical in the toolbar but not in effect: only the import changes data, so the file has to be checked before confirming.