EHSA Import Export Inventory - How to Use Import Inventory by PI and Export Inventory

Sep 12, 2026

Upload by Oliver

Training guide for importing and exporting laboratory inventory data within EHSA. It explains how to open the Import Inventory by PI and Exporting an Inventory functions from the Inventory tab, download and use the provided Excel template, and enable required options for optimal results. The document details required and optional spreadsheet fields, including PI identifiers (Kerberos ID, last and first name) and storage attributes such as building code, lab room format, location type, and customizable in-lab locations, with guidance for efficient repeated data entry.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages21

Reading Time7 min

AccessFree to download

How to use these features

Import Inventory by PI

Exporting an Inventory

Import Inventory by PI - main page and template setup

Required vs encouraged fields

Field guide

PI Information

Storage Information

Import Inventory by PI & Exporting an Inventory How to use these features • Import Inventory by PI offers labs a chance to upload their inventory based off an Excel spreadsheet on their own accord. • Fields include chemical name, location information, container information and others discussed further in this training. • Exporting an Inventory allows labs to pull all information of a PI’s information into an Excel spreadsheet. Import Inventory by PI To get to the Import Inventory by PI function click on the Inventory tab shown here. Click on this link to access the function’s main page. This is the main page of Import Inventory by PI, but without an Excel sheet to put in to this page nothing can be done. If pressed, this button downloads a previously designed template. After the Excel sheet is open both of these bars will pop up towards the top of the page. Enable both options to use the template to its optimal function. This is the look of the template. The fields in Red are required whereas those in Gray are not required but encouraged. The following slides will give descriptions of each field and its importance. PI Information This subsection of fields is related to the PI and is broken down below. PI Code: The PI’s Kerberos ID needs to be put in every row that there is data. PI Last Name: The PI’s Last Name needs to be put in every row that there is data. PI First Name: The PI’s First Name needs to be put in every row that there is data. Since this is a repetitive process a suggestion would be to do it once and drag them all down after the other fields have been completely filled out. Storage Information Bldg Code: The building number. (Ex. 4 or NW61) Lab: The lab room number formatted as (bldg.-room or NW61-124) Location Type: This is a searchable dropdown to choose from places like a Flammables Cabinet or a Bench Area. In–Lab Location: Customizable location space within EHSA specific to each room. If there are questions about this function see the Locations Manual for a full explanation.

FAQs

How do labs access the Import Inventory by PI feature?

Select the Inventory tab and click the link that opens the Import Inventory by PI main page.

What is required to use the import page effectively?

A designed Excel template must be downloaded and completed; without an Excel sheet, no inventory data can be added to the page.

Which PI fields must be entered for each row of inventory data?

Each data row requires the PI’s Kerberos ID, last name, and first name.

Sep 12, 2026

Upload by Oliver