How to import maintenance plans?

The maintenance plans can be introduced using individual records or by using batch records, by importing .csv files.

To batch load maintenance plans select the option "Definitions| General | File Import":

1. The import screen is presented;
   
2. Select the option "Import Maintenance Plans";
   
3. Download the template file to be loaded, on the upper part of the screen and fill in the file;
   
4. After filling in the file according to the rules:
   
1. If there is more than one row for the same maintenance plan, the fields are defined based on the first row of the file.
   
2. If the file has more than one row for the same maintenance plan, to add tasks, simply define the plan key and the task information. 
   
3. The fields MaintenancePlanKey,Description, MaintenancePlanType and Task must be defined.
   
4. If the MaintenancePlanKey column is not filled in, the row will be ignored.
   
5. If the fields MaintenancePlanType and MaintenancePlanTypeDescription are defined, the maintenance plan will be created or updated if it is already recorded.
   
6. If the maintenance plan is already recorded on the product and is on the loading file, the maintenance plan is updated and this validation is performed by the Maintenance Plan key.
   
1. If the maintenance plan is updated, only the tasks present on the file will be kept, the remaining tasks will be deleted.
   
7. The links of the files on the columns Attachment1, Attachment2…Attachment10 must be added. Each record has a limit of 10 attachments, and if that value is updated, the attachments are not added. For example: the Maintenance Plan already has 4 attachments, only 6 more attachments will be added, even if the file contains 10.
   
8. If you reimport the file, the maintenance plans attachments will be added, regardless of having been added in another import.
9. The attachments must be organized on the Dropbox, on GoogleDrive or on another storage service that provides a direct download link.
   
10. If you reimport the file, the maintenance plans attachments will be added, regardless of having been added in another import.
11. The attachments must be organized on the Dropbox, on GoogleDrive or on another storage service that provides a direct download link.
    

When filling in the file, you must consider the following points:·

1. The file must always be of the CSV type and the separator character must be ; (semicolon);
   
2. Each file cannot have more than 2000 records or 4 Mb.
   
3. Each file cannot have more than 7500 attachments or 4 Mb.
   
4. The average upload time for attachments is 1,3 seconds, however, this time can vary with the file size, the internet speed, the storage service and other factors external to Valuekeep.
   

You must not remove or add columns to the downloaded template.

• Related Articles

• How to delete maintenance plans?

  To delete maintenance plans in batches, select the option Definitions| General | File Import: The import screen is presented; Select the option Delete Maintenance Plans; Download the template file to be loaded, on the upper part of the screen and ...

• How to import parts?

  The parts can be inserted from individual records or through batch records by importing .csv files. To load batch parts, select the option Settings | General | File Import or using the parts list ( Parts and Inventory | Parts ) by selecting the ...

• How do I import tasks?

  The tasks can be inserted from individual records or through batch records by importing .csv files. To load batch assets, select the option Definitions| General | File Import: The import screen is displayed; Select the option Import Tasks; Download ...

• How do I import parts entry?

  The parts entries in stock can be fed from individual records or through batch records by importing .csv files. To load batch parts entries, select the option Definitions | General | File Import or using the parts entries list ( Parts and Inventory | ...

• How to define the execution of maintenance plans?

  Each maintenance plan of the preventive maintenance has a scheduling configuration. The scheduling can be defined using: Recurrence; Meter; Recurrence and Meter Recurrence The scheduling by each plan's recurrence supports three configuration types: ...