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This runbook takes a facility from nothing to a completed first round. The key idea: your first round does triple duty — labeling, pin placement, and the first inspection happen in a single walk.
1

Upload floor plans

Make sure each floor that holds EC items has a floor plan uploaded and its rooms placed. If you’re already running Forager for asset tracking, this is done. Otherwise, see the Onboarding Checklist for the location-hierarchy and floor-plan steps.
2

Import your EC item inventory

Export your extinguisher/eyewash/AED/etc. inventory to CSV — item kind, building, and floor are the only required columns — and run it through the dashboard importer. Rooms are fuzzy-matched, unmatched items land at floor level with their location hints intact, and every item gets an automatic room-center pin.

CSV Import

Column reference, fuzzy matching, cadence staggering, and license enforcement.
3

Print labels

Generate QR label sheets (Avery 5160) for the imported items from the dashboard. Print them and hand each inspector the sheets for their floors.
4

Walk the first round

The inspector walks the floor with labels in hand. At each item:
  1. Stick the label on the item
  2. Scan it
  3. Tap the item’s true position on the floor plan (one tap — the map is pre-centered on its room)
  4. Photo + checklist
One walk, and every item is labeled, precisely pinned, and carries its first inspection. From here on, items simply surface in the due queue on their cadence.

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RF calibration — optional, and retroactive

You do not need RF room calibration to start. Attestation-core evidence (scan + photo + inspector + timestamps) and the sequence-plausibility co-signals work from day one. When you do survey rooms — at rollout or months later — RF corroboration strengthens your evidence retroactively: every inspection captures a raw RF snapshot regardless, and those historical snapshots become scorable once the rooms they were taken in are calibrated.

Survey Mode

How to calibrate rooms when you’re ready.