The import procedure tool supports CSV, DOCX, PDF, and PRL file formats. Only PDF and DOCX formats utilize the AI-Powered procedure import.
On prem deployments do not work with the AI-Powered imports and therefore only CSV and PRL file types are supported.
Import
Navigate to your Procedures Library, click the +New Procedure drop down menu, and select Import.
Click Upload File.
Select desired file to upload.
PDF or DOCX Powered by AI
You will see a message that states Upload successful. You will receive a notification when the procedure is imported. This may take several minutes.
The AI will intelligently build out a procedure draft. Clicking on the notification will take you to the Edit screen of the draft.
We support creating Text, Note, Caution, Warning, Field Input Checkbox, and Field Input Number content blocks.
Attachments and Tables are not currently supported.
If the procedure import fails, the notification will alert you to the failed import.
Always review the procedure for correctness and as additional steps and content blocks, as needed.
Note: Strict contracts with AWS GovCloud AI & LLM sub-processors explicitly prevent the use of your data for model training.
CSV, PRL, and On Prem Deployments
Example File Format:
Each row will import as a step - blank rows will import as section breaks
The first column is always interpreted as the step or section name. Other columns can be interpreted as specific content types with the following names:
Note: "note" or "notes"
Field Input: "input", "inputs", "output", "outputs"
All other column names are interpreted as Text content types
Make any necessary changes to your import.
TIP!
Blocks deleted from your imported procedure will move to the "Unused Blocks" side panel to save them in case you want to put them elsewhere in the procedure.
Click CONVERT TO DRAFT
Alert!
If there are any formatting issues or missing steps, you'll receive this error:
