Most teams do not rip out every Excel file on day one. This guide walks through a realistic 4-week path from spreadsheet sprawl to a single live portal — without stopping work or losing open corrective actions.
Not sure Veridian is the right fit yet? Read Spreadsheet vs Veridian IMS first, then come back here for the how-to.
Adjust the pace to your team — the order matters more than the calendar.
List every spreadsheet your auditors actually sample: NCR log, CAR tracker, hazard/incident lists, training matrix, SWMS index, supplier list. Start a 14-day free trial and match each sheet to a Veridian register or document library item. Decide your plan (Growth for one standard, or IMS for all three).
Issue controlled policies and procedures from the document library — retire duplicate Word/Excel copies from shared drives. Import open NCRs, CARs and incidents via CSV (see below). Leave closed historical rows in archive folders if you prefer; auditors usually sample recent open items and live operation.
Invite site supervisors and quality/safety reps to the portal. Install the mobile app from the portal (no app store). Run one real workflow end-to-end: hazard or incident → CAR → verification. Assign register owners so updates do not fall back to a shadow spreadsheet.
Run an internal audit checklist in the portal. Close findings as CARs with due dates and evidence attachments. Export a Word/Excel evidence pack. Only then retire the old master spreadsheet for that register — keep a read-only export if your policy requires it.
Veridian supports CSV template download, export and import on selected registers. Use spreadsheets as a staging area, then load structured data into the live register.
Risk worksheets and a few specialist registers do not have CSV import yet — enter new rows in the portal or use a temporary staging sheet. Do not maintain two live masters for the same register.
NCR log → NCR register · CAR tracker → CAR register · Supplier list → approved supplier register · Calibration list → calibration register · Customer complaints → complaint register.
Incident log → incident register · Hazard register → hazard register · SWMS index → construction SWMS workspace · Training matrix → training records · Contractor list → contractor register.
Aspects/impacts sheet → aspects register · Legal register → obligations register · Monitoring log → monitoring records.
Tender pricing models, one-off calculations, budget worksheets and import staging files — as long as they are not your controlled master for audit evidence.
Sample data is included — map your spreadsheets to live registers before you subscribe.
