Preventive maintenance. How to start?
Step 0. Initial building structure data import from Excel spreadsheet
Before importing equipment and systems it is necessary to set the Buildings, Floors, and Premises where the equipment will be located.

If you have already all the data input, then skip this step.

You can fill in the data manually or use the Import feature:

  1. In order to use the Import feature navigate to Configuration -> Imports
  2. Click Import button
  3. Download the Template from the Google Spreadsheet link in the pop-up window.
  4. Fill in lists 1-3
  5. Upload the file in the same window.

NB!
  • If you have already input data manually don't put it in the import file, unless the duplicates will be created.
  • The names should be exactly the same, 'Warehouse' = 'Warehouse'.
  • If you write "storage room" (with lower case letter) or "storage room" (with space at the end), new storage rooms will be created.
Step 1. Equipment data import
Once you have imported the directories, you can start importing the equipment.

  1. In order to use the Import feature navigate to Configuration -> Imports
  2. Click Import Preventive Maintenance button
  3. Download the Template from the Google Spreadsheet link
  4. Fill in lists 3-4
  5. Upload the file in the same window.

NB!

  • In the person in charge of the equipment, you must enter the email of the person in charge of the equipment with the role of chief engineer. If this person was not present at import, they must be added to the system before the data import.
  • One row of equipment is one piece of equipment in the system. If you have a thousand light bulbs on a floor and you don't want to add each one as a separate piece of equipment, you can add one "light bulb" and write "one thousand pieces on the floor" in the description and indicate in the room "entire floor" and then you will have grouped equipment under one accounting unit.
  • Once the equipment has been loaded into the system, you can start entering the rest of the data.
  • We enter entire machines, not just parts of machines, under equipment. I.e. we write APS equipment and not APS enclosure, APS control system, etc.
  • Since it was originally planned that the components of the equipment will be specified as part of the checklists, which will then be attached to the work on the equipment.