Bulk Scope Import

Prepare a CSV file for bulk scope assignment when you have many staff-unit combinations to add.

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.

28B

staff-scope-import-template.csv

Open

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

Variations like "Trainer and Assessor" (with spaces) will also work.

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Example

Email	ProductCode	ScopeType
[email protected]	BSBWHS411	TrainerAndAssessor
[email protected]	BSBCMM211	Trainer
[email protected]	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 [email protected] and we'll process it for you. Maximum file size is 5MB.