Overview
This article demonstrates how to create a multi-asset scheduled maintenance using the import/export tool. Note Multi-Site Users: You can only import multiple assets that are located at the same Site.
1. Click Assets, expand the hierarchy, select the assets you want to add to the the multi-asset scheduled maintenance, and click Export.
2. Open the file, and remove all of the columns except for the Code.
3. Create a .csv file with the column headings as below. Each column should have the same information except for the the Code.
4. Save your file. The file must be in .csv format to be imported into your CMMS.
5. Navigate back to the CMMS, click Maintenance, Scheduled Maintenance, and Import
6. Select the file, and click Continue.
7. The next step is to map your fields. In this case 'Code' from the .csv file represents the 'Asset Code' within the CMMS.
Once satisfied, click Continue
8. You will then be given a chance to briefly review what effect the import will have. Click Import.
9. The final pop-up box will review the import. Any errors etc will be listed here. Click Done.
10. Open the Scheduled Maintenance, and review the record
11. The next steps include: