How to import and delete maintenance plans in batch?

Maintenance plans can be entered through individual records or in batch, by importing CSV files. They can also be deleted in batch.

Import maintenance plans

When filling in the file, the following rules apply:

• The MaintenancePlanKey, Description, MaintenancePlanType and Task fields are required;

• If the MaintenancePlanKey column is not filled in, the row is ignored;

• If there is more than one row for the same maintenance plan, the fields are defined based on the first row of the file. To add tasks, just specify the plan key and the task information;

• If the MaintenancePlanType and MaintenancePlanTypeDescription fields are filled in, the maintenance plan type is created or, if it already exists, updated;

• If the maintenance plan is already registered in the product and is in the file, it is updated. This validation is done by the maintenance plan key;

• When a maintenance plan is updated, only the tasks that are in the file are kept. All others are deleted;

• The attachment links must be entered in the Attachment1 to Attachment10 columns. Each record can have a maximum of 10 attachments. If this limit is exceeded, the excess attachments are not added. For example, if the maintenance plan already has 4 attachments, only 6 more are added, even if the file contains 10;

• If the import is repeated, the maintenance plan attachments are added again, regardless of whether they were added in a previous import;

• Attachments must be stored on Dropbox, Google Drive or another storage service that provides a direct download link;

• The file must be of type CSV, with the semicolon (;) as the separator;

• The file must not have more than 2,000 records or 4 MB;

• Each attachment takes, on average, about 1.3 seconds to upload. This value may vary with the file size, the internet speed, the storage service and other factors external to Valuekeep.

Columns must not be removed or added to the downloaded template file.

Delete maintenance plans

To delete maintenance plans in batch, follow these steps:

1. Go to Settings | General | File Imports;

2. In the Delete Maintenance Plans row, click on the DeleteMaintenancePlans template;

3. On the import screen, click on Download file to get the template file;

4. Fill in the downloaded file, according to the rules below;

5. In File to Import, click on Select and choose the filled-in file;

6. Click on Import;

7. View the result in the Summary of imports, displayed on the same screen. If there are no errors or warnings, the summary shows No messages. Otherwise, click on the number of messages to view them.

Fill in the deletion file