Personnel Data Table

To Add Personnel to your Plan

  1. Login to your Shield account: https://shield.disasterrecovery.com
  2. Navigate to the “Data”component.
  3. Find “Personnel” under “Data Tables in Your Plan.
  4. Review the column titles listed. If you wish to include more information in your personnel table than listed, click the arrow next to “Personnel” in the left-hand pane and select “Edit This Table’s Columns” from the fly-out. Add the column titles you wish to include from your incoming data.
  5. To import data into the personnel table, click the arrow to the right of “Personnel” and select “Import Data Into Table”.  Note that only personnel with an email address can be added to the Personnel table.  Any personnel without an email address will automatically be added to the Supplementary Personnel table.
  6. Select Merge or Replace.
  7. Choose the .csv file containing the list of personnel (First Name, Last Name, Known As, SMS Phone #, email address) to import into Shield.
    • Note: If you wish to import additional details, such as location, alternate phone #, etc., you will need to either:
      • Add these columns to the table before importing the data, as indicated in the review step above.
      • Perform an initial import of the data, add the appropriate additional columns to the table, and then “merge” the document again to include the additional details.
  8. Click “Next Step: Validate Data”.
  9. Use the buttons available to match the incoming data to the column titles in your data table.
  10. Click “Import Data”.
  11. Click “Edit this Table’s Data”, find the row of titles from the incoming data (likely starting with “email” in the first column) and click the garbage can to the left to remove it from your personnel table.
  12. All personnel with email addresses will appear in the Personnel table.  All personnel without an email address will appear in the Supplementary Personnel table.
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