Follow these steps to upload contacts in bulk to your Workforce Roster in OnTrack. This process requires using a template that can be downloaded from the system.
Navigate to OnTrack, and select the Event and Module you want to use.
Click into the 'Workforce' module.
In the top-right corner of the Staff Roster, click the 'Upload CSV' button.
After clicking 'Upload CSV', you will be presented with the following window.
First, select the department to which you want to add the staff.
Uploading - Clicking here will open your device's file browser, allowing you to locate the created CSV file.
Once the file is uploaded and a department is selected, the 'Upload' button will turn blue, allowing you to upload the users into the chosen department.
Tip!
If you don't have an upload template, you can download a sample file from the popup link. Do not modify the columns, or the upload will not work. (Also available at the bottom of the page)
Alert!
Enter the Roles in the CSV template exactly as shown below:
admin
dotmap_admin
incident_dispatcher
incident_manager
operations_manager
task_admin