<!-- RTOSafe Help — rendered version: https://rtosafe.com.au/help/staff-scope-bulk-import -->

# Bulk Scope Import

If you need to assign scope for many staff members at once, RTOSafe support can do a bulk import for you. You'll need to prepare a CSV file with the right format.

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## CSV Format

Your file needs three columns: **Email**, **ProductCode**, and **ScopeType**.

<div class="help-file-download">
<a href="/help/assets/staff-scope-bulk-import-1.csv" download="staff-scope-bulk-import-1.csv" class="inline-flex items-center gap-2 px-4 py-2 text-sm font-medium text-primary-700 bg-primary-50 border border-primary-200 rounded-lg hover:bg-primary-100">
<svg class="w-4 h-4" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 10v6m0 0l-3-3m3 3l3-3m2 8H7a2 2 0 01-2-2V5a2 2 0 012-2h5.586a1 1 0 01.707.293l5.414 5.414a1 1 0 01.293.707V19a2 2 0 01-2 2z"></path></svg>
Download staff-scope-bulk-import-1.csv
</a>
</div>

| Column          | What to enter                                                                                     |
| --------------- | ------------------------------------------------------------------------------------------------- |
| **Email**       | The staff member's email address (must match their RTOSafe profile)                               |
| **ProductCode** | The unit code, e.g. `BSBWHS411` — must be a unit (not a qualification) in your RTO's active scope |
| **ScopeType**   | One of the four scope types below                                                                 |

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## Scope Types

Use one of these exact values in the ScopeType column:

| Value                      | Meaning                   |
| -------------------------- | ------------------------- |
| `Trainer`                  | Can deliver training only |
| `Assessor`                 | Can assess only           |
| `TrainerAndAssessor`       | Can do both               |
| `AssessorUnderSupervision` | Can assess with oversight |

<div class="help-hint bg-blue-50 border-blue-300 text-blue-800">
<svg class="w-5 h-5 shrink-0" fill="currentColor" viewBox="0 0 20 20"><path fill-rule="evenodd" d="M18 10a8 8 0 11-16 0 8 8 0 0116 0zm-7-4a1 1 0 11-2 0 1 1 0 012 0zM9 9a1 1 0 000 2v3a1 1 0 001 1h1a1 1 0 100-2v-3a1 1 0 00-1-1H9z" clip-rule="evenodd"></path></svg>
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Variations like "Trainer and Assessor" (with spaces) will also work.

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## Example

| Email                  | ProductCode | ScopeType          |
| ---------------------- | ----------- | ------------------ |
| jane.smith@example.com | BSBWHS411   | TrainerAndAssessor |
| jane.smith@example.com | BSBCMM211   | Trainer            |
| tom.jones@example.com  | BSBWHS411   | Assessor           |

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## What We Check

When we process your file, we verify:

* The email matches an active staff member in your RTO
* The unit code is in your RTO's active scope
* The scope type is valid

Rows that don't pass these checks are skipped — we'll let you know which ones.

If a staff member previously had scope for a unit but it was removed, the import will reactivate it.

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## Request an Import

Email your CSV file to [support@rtosafe.com.au](mailto:support@rtosafe.com.au) and we'll process it for you. Maximum file size is 5MB.