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.


CSV Format

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

ColumnWhat to enter
EmailThe staff member’s email address (must match their RTOSafe profile)
ProductCodeThe unit code, e.g. BSBWHS411 — must be a unit (not a qualification) in your RTO’s active scope
ScopeTypeOne of the four scope types below

Scope Types

Use one of these exact values in the ScopeType column:

ValueMeaning
TrainerCan deliver training only
AssessorCan assess only
TrainerAndAssessorCan do both
AssessorUnderSupervisionCan assess with oversight

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


Example

EmailProductCodeScopeType
jane.smith@example.comBSBWHS411TrainerAndAssessor
jane.smith@example.comBSBCMM211Trainer
tom.jones@example.comBSBWHS411Assessor

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.


Request an Import

Email your CSV file to support@rtosafe.com.au and we’ll process it for you. Maximum file size is 5MB.