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Personnel Import Old

Import Personnel Screen​

Screen Overview​

The Import screen enables administrators to bulk-create and update people by uploading a standardized Excel template, optionally creating the associated company/occupancy during the process, and linking profile photos. The page guides you through three steps: select scope (system, facility, occupancy), optionally upload photos, and run the import.

Field Definitions​

Field LabelDefinitionNotes
Download TemplateProvides a downloadable Excel file used to prepare personnel records for import.File type: .xlsx. Use the provided template only to avoid validation errors.
Company Type?Defines the type of company record that will be created/used for the import.Shown as “Occupancies” in the screen; determines where people will be placed.
Does Occupancy Exist?Indicates whether the target occupancy already exists.Set to Yes to import into an existing occupancy; set to No to create the occupancy during import.
Select a SystemChooses the BluSKY system context for the import.Required. Must be selected before Facility becomes available.
Select FacilityChooses the facility/building within the selected system.Required. Enabled only after a System is selected.
Select OccupancyChooses the occupancy (company) within the selected facility.Required when “Does Occupancy Exist?” = Yes.
Total Current PeopleDisplays the number of existing people in the selected occupancy.Read-only; updates after an occupancy is selected.
Link Photos ByDetermines the organizational scope used when associating uploaded photos to people. Options: System, Facility, Occupancy.Selection controls how photos are resolved and stored. Does not start an upload by itself.
LogsShows detailed progress and results of photo upload and Excel import operations.Read-only. Includes errors, warnings, and row-level results.

Screen Actions and Functions​

  • Upload Photos – Opens a file chooser to upload image files for the selected scope.
  • Create Company and Import Personnel from Excel – Runs the import using the selected scope and the prepared Excel file; creates the company/occupancy if needed.
  • clear log – Clears the contents of the Logs panel for a fresh run.
  • Scope selectors (System, Facility, Occupancy) – Change the target location for the import and for photo linking.
  • Download Template – Downloads the blank Excel template.

Usage Instructions & Examples​

How to Import People into an Existing Occupancy

  1. Click Download Template and populate the spreadsheet with personnel data.
  2. Set Does Occupancy Exist? to Yes.
  3. Select a System, then select the appropriate Facility.
  4. Select the target Occupancy. Confirm Total Current People for context.
  5. Click Create Company and Import Personnel from Excel and select your completed template.
  6. Review the Logs panel for successes, warnings, or errors. Correct issues and re-run if necessary.

How to Create a New Occupancy and Import People

  1. Click Download Template and prepare your personnel data.
  2. Set Does Occupancy Exist? to No.
  3. Select a System, then select the Facility where the new occupancy should be created.
  4. Click Create Company and Import Personnel from Excel and choose the template.
  5. Verify in Logs that the company/occupancy was created and people were imported.

How to Upload and Link Photos

  1. Choose Link Photos By: System, Facility, or Occupancy to define the scope.
  2. Click Upload Photos and select image files.
  3. Monitor the Logs panel for upload status and any unmatched photos.

System Behaviors and Edge Cases​

  • Facility is disabled until a System is selected; Occupancy is disabled until a Facility is selected.
  • When Does Occupancy Exist? = No, the system attempts to create the occupancy during the import step.
  • Total Current People updates only after an occupancy is chosen; it remains blank otherwise.
  • The import expects the structure of the provided template; additional/renamed columns or hidden sheets may cause validation errors.
  • The Logs panel records row numbers and messages for each processed record and photo; always review it after a run.
  • Very large files or photo batches may process for several minutes; the UI remains responsive while logs stream results.
  • If duplicate or conflicting person data is detected, the system flags the affected rows in Logs; outcomes (update vs. skip) depend on environment configuration and matching rules.
  • Photo linking applies within the selected scope; changing scope before upload changes where photos are associated.
  • Using clear log removes on-screen history only; it does not undo completed imports.

Permissions​

  • Screen access typically restricted to Global Administrators, Tenant/Facility Administrators, or users granted Import People permissions.
  • Ability to create companies/occupancies may require elevated administrative rights.
  • Photo upload may be limited to users with media or identity management permissions.

Linked Workflows​

  • After import, assign Access Levels or credentials to the new people.
  • Use People management screens to edit records, send invitations, or deactivate users.
  • Optional badge printing or photo review workflows can follow successful import.
  • Audit and reporting can be performed under Intelligence once data is imported.

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