Page Comparison

Contact ID

The system ID for a contact record. If specified, it will attempt to find a match and if one is found it will update the contact record.

To add new contact records, either do not have this field in your spreadsheet or set it to blank.

Contact Status

Status of the contact. Options are ‘1' (active) and ‘-1’ (inactive). Defaults is '1'(active).

Contact Type

The type of contact record. Valid options, are ‘individual’ or ‘organisation’. Default type is ‘individual’.

System User

If enabled, a system User Account will be created for the Contact allowing them to login to Crisisworks. Allowed options, 1, 0 , 'Yes', 'No'. Default option is 'No'(0).

^*First Name

Sets the contact's First Name. This is a required field and cannot be left blank.

Last Name

Sets the contact's Last Name.

Asset

Set the contact’s Main Location using a system asset by matching on the asset's code or address. If using the code ensure you use the property code configured for your site (ie propnum).

Main Location

The contacts main location manual address. Enter an address into this field only if the contact's address is not an asset.

Additional Address Information

For example, unit no, level or building name. Only available when the main location is a system asset.

Event ID

The event id of the event to add the contact to.

Organisation Name

The contact's organisation. This does not relate to Crisisworks' system organisation.

Contact Position

The Job Title for the contact. This does not relate to Crisisworks' access positions.

Primary Phone

A phone number for the contact. Used for communications when set at the preference in the SMS Communication field.

Secondary Phone

A secondary phone number for the contact. Used for communications when set at the preference in the SMS Communication field.

Primary Email

An email address for the contact. Used for communications when set at the preference in the Email Communication field.

Secondary Email

An additional email address for the contact. Used for communications when set at the preference in the Email Communication field.

Contact Notes

Some optional notes for the contact.

Contact Tags

Optional comma separated tags for the contact.

Contact Classifications

Enter the lookup label as a comma separated list. Refer to options available for the Contact Classification look up category.

External Id

An optional External Id used to identify a contact in a separate external system, for example a Payroll No. Can be used for matching contacts when importing contacts into Crisisworks. Your data must be unique based on External ID, External Source, EventId and the Register ID.

External Source

Optional external source data to identify where the import data is coming from. Your data must be unique based on External ID, External Source, EventId and the Register ID.

Sign In User Email

The user's sign in email address. For new contacts that are set as users, this cannot be empty.

Positions

A list of positions for a user, separated by commas.

Please Note - if this field exists in your spreadsheet and it's left blank, any existing user's positions will be removed. If the field does not exist in your spreadsheet, existing positions will remain.

Positions should be set by using the name of existing Crisisworks Positions. See Administration -> Settings -> Positions.

If an organisation is specified in your spreadsheet, it needs to match the position's organisation.

User On Call

Whether the user is on call. Allowed options, 'Yes' or 'No. Defaults is 'No'(0).

Communications Sms

The phone option (eg ‘Primary Phone', 'Secondary Phone' or 'none') to use for email notifications. Default is 'none’.

Communications Email

The email option (eg 'Primary Email', 'Secondary Email' or 'none') to use for email notifications. Default is 'none’.

Receive SMS Alerts

Whether the user wants to receive SMS alerts. Allowed options, 'Yes' or 'No. Defaults to 'Yes'(1) if not specified.

Receive Email Alerts

Whether the user wants to receive email alerts. Allowed options, 'Yes' or 'No. Defaults to 'Yes'(1) if not specified.

Subscribed to News & Major Updates

Whether the user want to receive newsletters. Allowed options, 'Yes' or 'No. Defaults to 'No'(0) if not specified.

Subscribed to System Outages

Whether the user wants to receive an email alert only for planned or unplanned outages. Allowed options, 'Yes' or 'No. Defaults to 'No'(0) if not specified.

Subscribed Software Updates & System Maintenance

Whether the user wants to receive software updates & system maintenance. Allowed options, 'Yes' or 'No. Defaults to 'No'(0) if not specified.

Expertise ID

For contacts that have an existing Expertise items that needs updating. If left blank, and other Expertise fields are included, then a new Expertise item will be create attached to the matching or new contact.

Expertise Status

Status of the expertise record. Defaults to ‘Current’ (4) if not set. Options are ‘Current’ ('4'), ‘Expired’ ('6') and ‘Closed' (’-2').

Expertise Category

The Category of the expertise record.

Refer to ‘Expertise Category’ look up category for available options.

Area of Expertise

The Sub category or area of expertise.

Refer to the 'Expertise Sub Category' look up category for available options.

Area of Expertise (Other)

Set if the Category field is set to "other", otherwise leave blank.

Expertise Level of Proficiency

The expertise Level of Proficiency option.

Refer to the 'Expertise Level of Proficiency' look up category for available options.

Expertise Completed Date

The completed date, if applicable, for the linked Expertise record. Format dd-mm-YYYY (eg 05-05-2022)

Expertise Expiry Date

The expiry date, if applicable, for the linked Expertise record. Format dd-mm-YYYY (eg 05-05-2022)

Expertise Details

Any additional information about the expertise record.