Upload Defects to Site Manager with MS Excel

If you have received Defects in an excel sheet you can import the defects into Commnia's Site Manager 

1. Via Site Manager click on Import From Excel

2. Download Excel Template 

The template can be opened by clicking on the file at the bottom of your screen.

Complete the Template as per the below example and save it to your preferred location.

1. Date format is dd/mm/yyyy
2. Please note associated photos cannot be attached via Excel Upload.
   
3. Except for assigned to company all other fields are required.

3. Upload Completed Excel Sheet 

Click on Choose File

The assigned By field will automatically be populated as the user who is uploading the file.

Any error in the excel sheet will be highlighted in red with the reason outlined.

If there are errors, you will need to Clear All - fix the error in the excel sheet and re-upload.

4. Create Defects

Click on Create Defects.

The append to Description option is available if you would like to add general text at the very end of the description for each defect.

You will be prompted to confirm the project you are creating the defects in.

The defects will now have a green tick to confirm the successful upload.

The defects are now added to the Defect List.

• Related Articles

• Assign Defects and Site Issues to the Builder

  Clients, Project Manager and Consultants have the ability to assign Issues and Defects to the Builder. User is able to assign defects, tasks, issues to any other Commnia User as long as they are part of the same Project Contact List. If you cant see ...

• Defect and Issue List | Desktop

  Navigate to the menu bar icon and click Site Manager under Quality + Safety. You’ll be presented with a complete summary graph of all the site manager item statuses that have been assigned to a user from your company, or by a user from your company. ...

• How to Manage Defects and Issues Assigned to You

  Purpose Commnia sends a notification email for all open, pending issues and defects to the responsible user. To ensure that the relevant individuals are promptly notified about their assigned tasks, enabling them to stay informed and take necessary ...

• Upload Documents to the Register with MS Excel

  If you have the document descriptions in a spreadsheet, you can choose to import these directly into Commnia Document Register. 1. Excel Template Link You'll need to download the spreadsheet template here. 2. Download Template via Document Upload ...

• Download, Email and Print Multiple Open Defects or Issues | Desktop

  Purpose Commnia allows all open pending issues and defects to be emailed to each separate contact in one go. This functionality streamlines the process of communication by allowing you to efficiently notify relevant parties about the status of ...