The import procedure tool supports CSV, DOCX, PDF, and PRL file formats. Only DOCX formats utilize the AI-Powered procedure import.

On prem deployments do not work with the AI-Powered imports and therefore only CSV, PDF, 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.

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 with DOCX imports.

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.

PDF Import

PDF import supports Text, Image / Attachment, and Table fields only. Other Field Input types are not supported.

There are two ways to import a PDF into a procedure.

Import from the Procedures Library

Use the same method outlined above by clicking the + New Procedure button in the Procedure Library and selecting Import.

Import PDF to Procedure via File Storage

Upload the PDF to File Storage

Start by going to the file storage area where you can conveniently upload your PDF document. This section is specifically tailored for managing files, helping you keep your documents in order. Ensure you choose the right PDF file from your device that you intend to upload.

Preview the PDF

After the PDF has been uploaded successfully, click on the PDF file to view it. This step is vital as it enables you to check the content and layout before moving forward with the conversion. Take your time to confirm that all details are correct and properly formatted, as this will influence the final result.

Convert PDF to Procedure

Once you have verified that the PDF is accurate, click the "Convert to Procedure" button to begin the conversion process. This action will commence the change of your PDF into a procedure format. Please be aware that this process might take some time, depending on the size and intricacy of the PDF document.

Check Conversion Status

After initiating the conversion, a notification will pop up on your screen indicating that the procedure is being processed.

When ready, the import will be on your notifications screen.

Just like with other imports, click into the notification to view the new procedure draft.

Review the Converted or Imported Procedure

Once the conversion is done, take the time to carefully examine the newly generated procedure. This step is crucial to ensure that all content has been imported accurately and that the formatting aligns with your expectations. Look for any inconsistencies or mistakes that may have arisen during the conversion process, and make any necessary changes.

Always review the procedure for correctness and as additional steps and content blocks, as needed.

This import method does support tables and attachments!

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