The steps
- Download the template from this button and open it in Excel.
- Fill in from row 5. Keep the headings as they are.
- In the Windows app open the page Assets, press “Upload Excel”, and choose the file.
- If a row is wrong you see its number and why, and nothing is added until it is fixed.
The columns
| Column | Required? | Example | Note |
|---|---|---|---|
| Asset code | Yes | P-101 | |
| Name | Yes | Cooling pump | |
| Serial | No | SN-4471 | |
| Manufacturer | No | Grundfos | |
| Model | No | CR 32 | |
| Category | No | Pumps | |
| Area | No | Packing | From the structure |
| Line | No | Line 1 | From the structure |
| Criticality | No | high | From the list |
| Status | No | active | From the list; empty means active |
Good to know
- A code uses English letters, numbers and dashes (like P-101); p 101 is corrected for you.
- The area and line must be in the plant structure first, or the row is refused.
- An asset whose code exists stays as it is, so uploading the same file again is safe.
- One file holds up to 2000 rows. For more, split it into two files.