Importing Data
Quickly import data into iScout with a spreadsheet called a "dataload". Load employee profiles, training, assets, inspections, and more.
Dataload Overview
It can be tedious to add dozens (or thousands) of employee profiles, assets, or trainings to a website one-at-a-time. iScout provides a "dataload" process where data can be bulk-loaded using properly formatted spreadsheets.
For example, a dataload for creating new employee profiles would be a spreadsheet with columns like FirstName, LastName, EmployeeNumber, JobTitle, etc. This spreadsheet is then uploaded to iScout and the system will verify that it is in the correct format and give you a preview of what changes will be made.
Types of Data
The following types of data can be bulk-loaded with a spreadsheet:
- Employees - create or update team member profiles and logins
- Locations - create or update locations (aka project or field office)
- Lines of Business - create or update lines of business
- Companies - create or update the list of 3rd-party companies (aka clients, vendors, sub-contractors)
- ClientLocations - update contact information for sub-contractors, vendors, clients
- Job Titles - update your list of job titles
- Training Topics - create or update training topics assigned to your team
- Completed Trainings - upload historic training completion dates
- Equipment - create or update asset profiles
- Equipment Inspections - upload historic inspection dates for your assets
- Data List Items - update data lists such as well sites, rigs, building numbers, etc
- Resources - create resources like SDS sheets or SOPs
- Resource Tags - create tags for resources
Documentation
Within the control panel of your iScout site, there is an in-depth documentation page explaining exactly how to format your dataload spreadsheet. This document includes column names, column descriptions, examples, and sample spreadsheets that you can download and use as a template.
Adapters & Automation
In some cases you might be pulling data from another system and would prefer not to convert it to the iScout format each time. For an additional cost, the iScout development team can create an "adapter" which will automatically convert your existing spreadsheet into a format that will be accepted by iScout.
Dataload files can be loaded through the web application, but they can also be uploaded via the free iScout API. This gives your IT group a free option for automating the process of loading employee profiles, assets, training information, etc.
If the API is not an option, the iScout development team can also setup a secure FTP dropbox (for an additional cost). The iScout system will automatically load data files from that dropbox as dataloads. You can also setup email notifications for failed and/or successful data loads.
Top Control Panel Features
Check out the Control Panel Overview or learn about specific features:
Employee Management »
Search and manage employees and view team member profiles including open tasks, training, recent reports, and more
Roles & Permissions »
Create your own roles and define choose from over 100 permissions for each role type
Scheduled Reports »
Schedule daily/weekly/monthly email reports to be sent to you and your team including recent reports, pending follow-ups, training status, inspection status, and more
Import Data »
Load large amounts of data through spreadsheets including employee profiles, training history, assets, inspection history, and more
iScout API »
The free iScout API offers your IT group programmatic access to iScout data
Wordsmith
Change iScout's default wording to match your preferences. For example, you may prefer 'Project' instead of 'Field Office'
Anniversaries
See which employees have an upcoming hire date anniversary
Employee Settings
Setup custom fields, default timezones, default message settings, and configure the welcome email
ScoutView
Give other companies limited access to view your employees and/or asset inspection status
Data Lists
Create and update lists of information used in forms - such as well-sites, rigs, projects, etc
New-Hire Evaluations
Setup automatic evaluation schedules for new-hire employees
Audit Log
Research changes to your data throughout the iScout application including change agent, date, and what was changed
Form Builder »
Build forms for your team to fill out including photos, signatures, and more
Training »
Setup your training requirements and let the system assign tasks and track status
Acknowledgments »
Send out acknowledgment tasks for your team members to sign off on
Assets & Inspections »
Schedule and assign asset inspections to your team
Reporting
Collect reports from your team in the field. Use a pre-built form or design your own. Setup instant alerts for problems.
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Training
Track training statuses and assign computer-based training. Design your own lessons or use the pre-built 2020 trainings.
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Resources Library
Share documents like operating procedures with your team in the field. Make documents available offline.
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Open-Task List
Each team member has an open-task list for inspections, training, acknowledgments, and more.
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Mobile Apps
Use the free iPhone / iPad / Android iScout apps for offline reporting, offline resources, qr-code scanning, and more.
