Once you have set up all of your materials as sources in the system you are ready to input purchase or usage data. 


There are two ways to add a Chemical Usage record to the EHS-Dashboard™: 

  1. Add a single record via the Chemical Usage form
  2. Using the Data importer

If you are adding single record then using the Chemical Usage form would be a good choice. If you have a larger data set, then you should use the data importer tool.


Adding a single record:


1. Click the "Add Data" button in the upper right corner of your screen to begin the wizard:


2. This opens a wizard in the middle of your screen. Click "Metrics":


3. Click "Chemical Data": 


4. Complete the form and be sure to click "Save" before exiting:


Importing a Data Set:


1. First make sure that your Chemical Usage file is ready.  The spreadsheet you wish to import with your usage data must have the following column headers:

  • Category (Options are: Usage, Storage, or Waste)
  • Part Number
  • Name
  • Amount
  • Units
  • Date of Record

Optional Columns: 

  • Usage Type (Options are: Manufactured, Processed, Otherwise Used)
  • Notes
  • Process Line
  • % Allocated to Process Line (90% -> 90)

2. Once your spreadsheet is ready to be imported - Click on your company name in the upper right hand corner of the screen: 


3. From the Admin screen, Click "Import Data":


4. Click "Upload Document":


5. Use the drop down for "Select a Facility" to select the facility you are uploading data to, then click "Next":


6. Use the dropdown menu for "Select document type" and select "Material Use, Waste, or Storage" then click "Next":


7. Now click "Browse" to locate the file and upload it. Once attached, click "Finish":


8. The next window allows you to review your selections. If everything looks good, click "Upload":


9. Now you just have to match your Excel file column headers to the Database. Follow the steps below: 


10. Once you've matched all of your headers, click "Next" and your file will upload!


NOTE: This file will show up in your import history after completion.