How to use import profiles

An import profile (transfer profile) tells BRS how to turn incoming data — from a risk assessment or an upload spreadsheet — into BRS tasks, tests and standard answers. One profile can be reused for every site set up the same way.

Steps

  1. Open Administration › Standards › Import Profiles.

  2. Add New — choose the Company and give the profile a clear name (for example “Legionella monthly + quarterly”).

    The Import Profiles list with the Add New Profile dialog
    Import Profiles. — screenshot pending
  3. Open the profile to set up its rules — which tasks to create, at what frequency, which tests each carries, and the standard answers / limits to apply. Use Preview to check the result before relying on it.

Get the profile right first

Retrieve RA and Upload Previous lean entirely on the profile. If a transfer produces the wrong tasks or missing tests, the fix is almost always in the profile — correct it and run the transfer again.