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. |
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| ✱ Location | ID of the location where the asset is housed |
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| Area (Physical/Serving) | Specific area where the asset is located, for example, Kitchen or Back of the House |
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| 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. |
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| ✱ Tag ID | Unique identification number (ID) of the asset |
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| Brand | Brand of the asset |
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| Model No. | Model number of the asset |  | ||
| Serial No. | Serial number of the asset |
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| Install Date | Date when the asset was installed: MM/DD/YYYY |
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| Is Leased | Enter True if you lease the equipment. Enter False if you own it. |
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| Lease Date | Date when you started leasing the equipment: MM/DD/YYYY |
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| Lease Period | Time period in months when the lease agreement is valid |
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| Life Expectancy | Life expectancy of the asset in months |
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| Original Value | Original price of the asset |
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| Condition | Condition of the asset:
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| Purchase Date | Date when the asset was purchased: MM/DD/YYYY |
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| ✱ 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. |
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| Warranty Category | Category of work orders when the asset is under warranty. Only fill in for equipment that is under warranty. |
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| 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. |
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| Warranty Period | Period in months when the asset is under warranty. Only fill in for equipment that is under warranty. |
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| Warranty Priority | Priority of work orders when the asset is under warranty. Only fill in for equipment that is under warranty. |
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| 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. |
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| Energy Efficiency | Energy efficiency percentage | |||
| Asset Tag | Decoded value contained in a barcode, QR code, or NFC tag that is applied to your assets. |
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| ✱ 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 |
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| ✱ 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. |
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| ✱ 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. |
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| ✱ 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. |
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| ✱ 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. |
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| ✱ Has Leak Detector | Enter True if your asset has a leak detector installed. Enter False if the asset has no leak detector. |
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| 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. |
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| ✱ 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. |
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| ✱ Has Components | Enter True if your asset consists of various smaller parts. Enter False if the asset acts as a single whole. |
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| ✱ Has Circuits | Enter True if the asset has circuits. Enter False if there are no circuits. |
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