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Whenever you need to create multiple refrigerated assets en masse, you can take advantage of the asset import template.
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Before you upload assets, make sure you have the required asset types added to Asset Manager as well as refrigerant types loaded to Inventory Manager. |
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Completing the Asset Import Template
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Here is the information you are expected to provide. Mandatory fields are marked with a red asterisk ✱.
Column header | Definition | Example | ||
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✱ Asset Type | Asset type of the asset. To associate an asset with an asset type, you need to create an asset type first. | Image RemovedImage Added | ||
✱ Location | ID of the location where the asset is housed | Image RemovedImage Added | ||
Area (Physical/Serving) | Specific area where the asset is located, for example, Kitchen or Back of the House | Image RemovedImage Added | ||
Work Order Area | Additional asset info. The WO area doesn’t necessarily need to be the same as the area on the service request in order to associate an asset with a WO. | Image RemovedImage Added | ||
✱ Tag ID | Unique identification number (ID) of the asset | Image RemovedImage Added | ||
Brand | Brand of the asset | Image RemovedImage Added | ||
Model No. | Model number of the asset | Image RemovedImage Added | ||
Serial No. | Serial number of the asset | Image RemovedImage Added | ||
Install Date | Date when the asset was installed: MM/DD/YYYY | Image RemovedImage Added | ||
Is Leased | Enter True if you lease the equipment. Enter False if you own it. | Image RemovedImage Added | ||
Lease Date | Date when you started leasing the equipment: MM/DD/YYYY | Image RemovedImage Added | ||
Lease Period | Time period in months when the lease agreement is valid | Image RemovedImage Added | ||
Life Expectancy | Life expectancy of the asset in months | Image RemovedImage Added | ||
Original Value | Original price of the asset | Image RemovedImage Added | ||
Condition | Condition of the asset:
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Purchase Date | Date when the asset was purchased: MM/DD/YYYY | Image RemovedImage Added | ||
✱ Refrigerant Usage Type | Your asset may belong to one of the following refrigerant usage types:
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Manufactured Date | Date when the asset was manufactured. The field is required if the asset is tracked by the CARB. | Image RemovedImage Added | ||
Warranty Category | Category of work orders when the asset is under warranty. Only fill in for equipment that is under warranty. | Image RemovedImage Added | ||
Warranty NTE | Not-to-exceed (NTE) amount of work orders when the asset is under warranty. Only fill in for equipment that is under warranty. | Image RemovedImage Added | ||
Warranty Period | Period in months when the asset is under warranty. Only fill in for equipment that is under warranty. | Image RemovedImage Added | ||
Warranty Priority | Priority of work orders when the asset is under warranty. Only fill in for equipment that is under warranty. | Image RemovedImage Added | ||
Warranty Provider | Provider responsible for warranty coverage. Only fill in for equipment that is under warranty. Enter one of the following:
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Warranty Starts From Install Date | Enter True if the warranty starts from the asset install date. Only fill in for equipment that is under warranty. Otherwise, enter False. | Image RemovedImage Added | ||
Energy Efficiency | Energy efficiency percentage | |||
Asset Tag | Decoded value contained in a barcode, QR code, or NFC tag that is applied to your assets. | Image RemovedImage Added | ||
✱ Rack id | Identification number of the rack. The field is required only for assets where the Refrigerant Usage Type of the asset type is Rack or Connected To a Rack.
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✱ Rack Type | Temperature range of the rack. The field is required only for assets where the Refrigerant Usage Type of the asset type is Rack or Connected To a Rack. One of the following types should be entered:
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Capacity | Maximum amount of the refrigerant the asset can contain | Image RemovedImage Added | ||
✱ Refrigerant Type | Name of the refrigerant type that your asset uses. The field is required for assets where the Refrigerant Usage Type is Rack and Self Contained Asset.
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✱ Operation Status | Operational status of the asset. Enter one of the available options:
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✱ Total Charge | The current amount of refrigerant gases contained in the asset. The field is required for assets where the Refrigerant Usage Type is Rack, Self Contained Asset, and Conventional. | Image RemovedImage Added | ||
✱ Vendor | Name of the provider who identified the total charge of the system. Enter the name as it appears across the ServiceChannel platform. If the required provider isn’t in the SC platform, you can manually enter the required company name. The field is required for assets where the Refrigerant Usage Type is Rack and Self Contained Asset. | Image RemovedImage Added | ||
✱ Effective Date | The date when the initial charge was done: MM/DD/YYYY. The field is required for assets where the Refrigerant Usage Type is Rack, Self Contained Asset, and Conventional. | Image RemovedImage Added | ||
✱ Description | Description of how the initial charge was taken. Possible options:
The field is required for assets where the Refrigerant Usage Type is Rack, Self Contained Asset, and Conventional. | Image RemovedImage Added | ||
✱ Has Leak Detector | Enter True if your asset has a leak detector installed. Enter False if the asset has no leak detector. | Image RemovedImage Added | ||
Is tracked by CARB | Enter True if your refrigerated or HVAC asset contains ozone depleting gases and meets the requirements to be tracked by the California Air Resources Board (CARB). The asset manufactured date needs to be specified in this case. Enter False if your asset doesn’t contain that much of refrigerant and isn’t tracked by the CARB. | Image RemovedImage Added | ||
✱ Deactivated | Enter True if the asset is no longer used, or you want to deactivate previously active equipment. Enter False if the asset is active. | Image RemovedImage Added | ||
✱ Has Components | Enter True if your asset consists of various smaller parts. Enter False if the asset acts as a single whole. | Image RemovedImage Added | ||
✱ Has Circuits | Enter True if the asset has circuits. Enter False if there are no circuits. | Image RemovedImage Added |
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