---
title: Quick Reference – Key Actions
description: "| **Task** | **Where to Do It** | **Button / Action** | | --- | --- | --- | | Upload bulk AFSS data | Data Upload > AFSS Upload | Upload (after choosing CSV) | | Add a single…"
url: "https://merlo.ai/help/quick-reference-key-actions/"
updated: "2026-05-18"
category: AFSS Compliance Automation
---

# Quick Reference – Key Actions

| **Task** | **Where to Do It** | **Button / Action** |
| --- | --- | --- |
| Upload bulk AFSS data | Data Upload > AFSS Upload | Upload (after choosing CSV) |
| Add a single record | AFSS Compliance > Settings | Add |
| Edit a compliance record | AFSS Compliance > Settings > Actions | Edit |
| Send inspection request to contractor | Fire Compliance List > View | Send Inspection Request |
| Notify lot owners of inspection | Fire Compliance List > View | Send Inspection Notice |
| Chase missing inspection report | Fire Compliance List > View | Send Inspection Report Reminder |
| Upload inspection report | SharePoint or Teams Agent | See Section 7.6 |
| Mark inspection complete | Fire Compliance List > View | Mark Inspection Complete |
| Bulk change contractor | Fire Compliance List | Change Contractor and Email Request |
| View all pending items | Fire Compliance List or Dashboard | Search / KPI tiles |