How to import and delete preventive maintenances in batch?

• PT

• ES

To import preventive maintenances in batch, follow these steps:

1. Open the import screen, in one of the following ways:

   • In Settings | General | File Imports, in the Import Preventive Maintenances row, click on the ImportPreventiveMaintenances template;

   • In the preventive maintenance list (Work | Preventive Maintenances), select the option Import Prev. Maint.;

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

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

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

5. Click on Import;

6. 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 import file

When filling in the file, the following rules apply:

• The Id, PreventiveMaintenance, Description and WOType fields are required;

• If the Id field is not filled in, the row is ignored;

• 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 preventive maintenance already has 4 attachments, only 6 more are added, even if the file contains 10;

• If the import is repeated, the preventive maintenance 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 XML;

• The file must not have more than 100 records;

• The Company field should only be specified if there is more than one company in the subscription;

• 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.