Purpose Statement

The Import Internal Data feature allows users to populate an Exposure Report with existing data from internal modules such as Fire Reports, Training, Events, and Inspections. This improves efficiency, reduces duplicate data entry, and ensures consistency across reports.

Background Information

While documenting an Exposure Report, users can access the Import Internal Data dropdown to pull relevant data from other system modules. Available import options depend on your agency’s enabled modules.

Available sources may include:

• Fire Reports
• Training Records
• Events
• Inspections

Before importing, users must first select at least one Exposure Type. Imported data can be reviewed and edited before finalizing the Exposure Report.

Required Permissions

Users typically need:

• Create/Edit Exposure Reports
• View Fire Reports
• View Training Records
• View Events
• View Inspections
• Import Internal Data

Permissions vary by agency configuration.

Video

Step-by-Step Guide

1. Open Import Internal Data

1. While documenting an Exposure Report, locate the Import Internal Data dropdown.
2. Select the dropdown to view available import sources.

2. Select an Exposure Type

1. Choose at least one Exposure Type.
2. Import options will become available after selection.

3. Choose an Import Source

1. Select one of the following:
   • Fire Report
   • Training
   • Events
   • Inspection

Importing from a Fire Report

4. View Fire Reports

1. A list of Fire Reports will display.
2. By default, results show reports from today and yesterday.
3. Select Filter to refine results.

5. Apply Filters

1. Filter by:
   • Search Period
   • Incident Number
   • Location
   • Status
2. Select Apply.

6. Select a Report

1. Use the eye icon to preview a report.
2. Select the checkbox next to the desired report.
3. Select Next.

7. Choose Data to Import

1. Use toggles to select which fields to import.
2. Enabled toggles = field will be imported.
3. Select personnel using the dropdown if applicable.
4. Select Import.

Importing from a Training Record

8. View Training Records

1. A list of training records will display.
2. Use Filter if needed.

9. Apply Filters

1. Filter by:
   • Actual Start Date & Time
   • Class Name
   • Category
   • Status
2. Select Apply Filters.

10. Select a Record

1. Preview using the eye icon.
2. Select the checkbox.
3. Select Next.

11. Choose Data to Import

1. Use toggles to select fields.
2. Location and Personnel dropdowns require toggles enabled.
3. Edit values if needed.
4. Select Import.

Importing from an Event

12. View Events

1. Select Event from import options.
2. A list of events will populate.
3. Select Filter to refine results.

13. Apply Event Filters

1. Filter by:
   • Start Date & Time
   • End Date & Time
   • Status
2. Select Apply Filters.

14. Select an Event

1. Preview using the eye icon.
2. Select the checkbox.
3. Select Next.

15. Choose Data to Import

1. Use toggles to select fields.
2. State and Personnel Involved require toggles enabled.
3. Edit fields if needed.
4. Select Import.

Importing from an Inspection

16. View Inspections

1. A list of inspections will display.
2. Select Filter to refine results.

17. Apply Filters

1. Filter by:
   • Address
   • Status
   • Type of Inspection
2. Select Apply.

18. Select an Inspection

1. Select the checkbox next to the inspection.
2. Select Next.

19. Choose Data to Import

1. Use toggles to select fields.
2. Select personnel if applicable.
3. Edit fields if needed.
4. Select Import.

Finalize Import

20. Review Imported Data

1. After selecting Import, selected fields and personnel are added to the Exposure Report.
2. Review all imported data.
3. Edit as needed before completing the report.

Best Practices

• Always select an Exposure Type first before importing.
• Use filters to quickly locate the correct records.
• Preview records before importing to avoid errors.
• Only enable toggles for necessary fields.
• Review and validate imported data before submission.
• Use imports to reduce manual entry but still verify accuracy.

Troubleshooting & FAQs

Why can’t I import data?
You must select at least one Exposure Type before import options become available.

Why don’t I see certain modules (Fire, Training, Events, Inspections)?
Available options depend on enabled modules and user permissions.

Why can’t I select certain fields?
Fields like Location or Personnel require their toggle to be enabled.

Can I edit imported data?
Yes. Fields can be edited before and after import.

What should I do if I imported the wrong record?
Manually update or remove incorrect data before completing the report.