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Importing a Code into the Code Organizer

Purpose Statement

The Code Import feature allows users to efficiently upload and manage large sets of inspection codes within the Code Organizer. This functionality reduces manual data entry, improves consistency, and enables departments to quickly onboard standardized code libraries.

Background Information

The Code Organizer is used to manage inspection and compliance codes (e.g., IFC, NFPA). For agencies working with extensive code sets, manually creating each code is time-consuming and prone to error. The import feature allows bulk uploads using a structured file.

Key considerations:

  • Ideal for importing hundreds or thousands of codes at once
  • No official template is provided—users must generate their own based on an exported example
  • Imported codes are automatically set to Active
  • Standard remarks and tags are not included during import

Required Permissions

To import codes into the Code Organizer, users should have:

  • Access to the Inspections Module
  • Permissions for Code Organizer Management (create/edit/import codes)
  • Administrative or supervisor-level privileges are typically required

Video

Step-by-Step Guide
 

1. Navigate to the Code Organizer

  1. Go to Inspections
  2. Select Code Organizer



 

2. Initiate Code Import

  1. Click Import
  2. Select Choose File
  3. Locate and select your import file
  4. Click Import



 

3. Verify Import Success

  1. Use the search bar to locate the imported code
  2. Open the code to confirm:
    • It appears correctly
    • It is marked as Active


 

 

4. Create an Import Template (Recommended)

  1. Search for an existing code (e.g., IFC code)
  2. Download/export the code
  3. Open the file
  4. Remove existing data
  5. Use the structure as a template for new codes


 

5. Prepare Your Import File

  1. Copy and paste your code data into the template
  2. Remove the Status column (not required)
  3. Ensure formatting matches the exported example

 

6. Test Before Bulk Import

  1. Import a single code first
  2. Verify accuracy and formatting
  3. Proceed with bulk import once validated

 

Best Practices

  • Always test with a single code before importing large datasets
  • Use exported codes as templates to avoid formatting issues
  • Keep a backup of your import file before uploading
  • Avoid including unnecessary fields like status
  • Double-check formatting to prevent import errors

Troubleshooting & FAQs

Q: Why didn’t my tags or remarks import?
A: The import process does not include standard remarks or tags. These must be added manually after import.

Q: Why is my code not appearing?
A: Ensure the file format matches the exported template and that required fields are populated.

Q: Can I deactivate codes during import?
A: No. All imported codes are automatically set to Active.

Q: What file format should I use?
A: Use the format generated from exporting an existing code.

Q: My import failed—what should I check?

  • File structure matches template
  • No missing required fields
  • No unsupported columns (like status)