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Whenever you need to create multiple refrigerated assets en masse, you can take advantage of the asset import template.

Tip

Before you upload assets, make sure you have the required asset types added to Asset Manager as well as refrigerant types/wiki/spaces/UJNK/pages/812549301 loaded to Inventory Manager.


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title⦿ How to Create Refrigerated Assets via Template
  1. Click the hamburger menu, and select Assets (Equipment) > Imported Assets.
    Asset Manager module located in the hamburger menu
  2. Switch to the Upload Assets section.
  3. Click Excel Template (All Attributes). An Excel file with attributes for all asset types gets downloaded to your device.
    Steps to follow to download a blank template
  4. Find the required asset type, fill out the necessary fields, and save the file.
  5. Click Select .xlxs File (With Custom Attributes), and open the required file. The system starts validating your file.
    1. If errors are found, download the results file, and check the last column to correct the errors. When ready, resubmit the file.
    2. If no errors are found, click Confirm Import.
      Confirming the import of refrigerated assets
  6. Once the file is processed, you are redirected to the Imported Assets section.

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Completing the Asset Import Template

Section


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Thermometer


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What fields should be filled out in the template depends on the asset refrigerant usage type: Rack, Connected To a Rack, Self Contained Asset, or Conventional. To boot, it is also important to check what asset type attributes are marked as required on the asset type details page.


Here is the information you are expected to provide. Mandatory fields are marked with a red asterisk ✱.

Column headerDefinitionExample
✱ Asset TypeAsset type Type of the asset. To associate an asset with an asset type, you need to create an asset type first.

Asset type column in the asset import template

✱ LocationID of the location where the asset is housed

Location column in the asset import template

Area (Physical/Serving)Specific area where the asset is located, for example, Kitchen or Back of the House

Area column in the asset import template

Work Order AreaAdditional 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.

WO Area column in the asset import template

✱ Tag IDUnique identification number (ID) of the asset

Tag ID column in the asset import template

BrandBrand of the asset

Brand column in the asset import template

Model No.

Model number of the asset

Model Number column in the asset import template
Serial No.Serial number of the asset

Serial Number column in the asset import template

Install DateDate when the asset was installed: MM/DD/YYYY

Install Date column in the asset import template

Is Leased

Enter True if you lease the equipment.

Enter False if you own it.

Is Leased column in the asset import template

Lease DateDate when you started leasing the equipment: MM/DD/YYYY

Lease Date column in the asset import template

Lease PeriodTime period in months when the lease agreement is valid

Lease Period column in the asset import template

Life ExpectancyLife expectancy of the asset in months

Life Expectancy column in the asset import template

Original ValueOriginal price of the asset

Original Value column in the asset import template

Condition

Condition of the asset:

  • Broken
  • Poor
  • Average
  • Good
  • Excellent

Condition column in the asset import template

Purchase DateDate when the asset was purchased: MM/DD/YYYY

Purchase Date column in the asset import template

✱ Refrigerant Usage Type

Your asset may belong to one of the following refrigerant usage types: 

  • Rack
  • Connected To a Rack
  • Self Contained Asset
  • Conventional

Refrigerant Usage Type column in the asset import template

Manufactured DateDate when the asset was manufactured. The field is required if the asset is tracked by the CARB.

Manufactured Date column in the asset import template

Warranty CategoryCategory of work orders when the asset is under warranty. Only fill in for equipment that is under warranty.

Warranty Category column in the asset import template

Warranty NTENot-to-exceed (NTE) amount of work orders when the asset is under warranty. Only fill in for equipment that is under warranty.

Warranty NTE column in the asset import template

Warranty PeriodPeriod in months when the asset is under warranty. Only fill in for equipment that is under warranty.

Warranty Period column in the asset import template

Warranty PriorityPriority of work orders when the asset is under warranty. Only fill in for equipment that is under warranty.

Warranty Priority column in the asset import template

Warranty Provider

Provider responsible for warranty coverage. Only fill in for equipment that is under warranty.

Enter one of the following:

  • Primary Rank
  • Fixed Rank - 1 (use the required rank number instead of “1”)
  • Provider name as it appears in the ServiceChannel platform

Warranty Provider column in the asset import template

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.

Warranty Starts From Install Date column in the asset import template

Energy EfficiencyEnergy efficiency percentage

Energy Efficiency column in the asset import template

Asset Tag

Decoded value contained in a barcode, QR code, or NFC tag that is applied to your assets.

Asset Tag column in the asset import template

✱ 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.

Note

When you connect a refrigerated asset to a rack, enter the tag ID of the rack asset in the Rack id field. Don’t enter the rack ID.


Rack ID column in the asset import template

✱ 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:

  • High
  • Low
  • Medium
  • Dual Temp

Rack Type column in the asset import template

CapacityMaximum amount of the refrigerant the asset can contain

Capacity column in the asset import template

✱ 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.

Note

The refrigerants/wiki/spaces/UJNK/pages/709919713 used by your assets must be added to Inventory Manager before you create refrigerated assets.


Refrigerant Type column in the asset import template

✱ Operation Status

Operational status of the asset. Enter one of the available options:

  • Status
    colourYellow
    titleInactive
     Taken out of service completely disconnecting the unit in such a way that it cannot be reactivated without repair.
  • Status
    colourYellow
    titleMothballed
     The refrigerant has been evacuated from an appliance (or from the affected isolated section or component of an appliance) to at least atmospheric pressure and to temporarily shut down that appliance.
  • Status
    colourYellow
    titleNormal Operation
     The system is operating at the expected normal procedure.
  • Status
    colourYellow
    titleProvisional Operation
     The system is operating but is subject to change.
  • Status
    colourYellow
    titleRemove
     The system has been removed from use completely to be relocated or disposed of.
  • Status
    colourYellow
    titleRetrofit In Progress
     The system is currently in the process of being retrofitted.
  • Status
    colourYellow
    titleSeasonal - Non-Operation
     The system is only used when season conditions require the use of the appliance, and it is currently not in operation.
  • Status
    colourYellow
    titleSeasonal - Operation
     The system is only used when season conditions require the use of the appliance, and it is currently in operation.
  • Status
    colourYellow
    titleShutdown
     The system is turned off and can be turned back on. 
  • Status
    colourYellow
    titleUnder Repair
     The system is currently being fixed.

The field is required for assets where the Refrigerant Usage Type is Rack and Self Contained Asset.

Operation Status column in the asset import template

✱ 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

.

Total Charge column in the asset import templateImage Removed. 


Note

Total Charge and Capacity must be in Pounds and Decimals (i.e 1.8 pounds = 1 pound 13 ounces). Then the system converts it to Pounds and Ounces.


Total Charge Image 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.

Vendor column in the asset import template

✱ Effective DateThe 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.

Effective Date column in the asset import template

✱ Description

Description of how the initial charge was taken. Possible options: 

  • Calculation
  • Established
  • Manufacturer Tag
  • Measurement
  • MFG Info (Established Range)
  • Onsite Documentation
  • Approximate

The field is required for assets where the Refrigerant Usage Type is Rack, Self Contained Asset, and Conventional.

Description column in the asset import template

✱ Has Leak Detector

Enter True if your asset has a leak detector installed.

Enter False if the asset has no leak detector.

Has Leak Detector column in the asset import template

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.

Is Tracked By CARB column in the asset import template

✱ 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.

Deactivated column in the asset import template

✱ Has Components

Enter True if your asset consists of various smaller parts.

Enter False if the asset acts as a single whole.

Has Components column in the asset import template

✱ Has Circuits

Enter True if the asset has circuits.

Enter False if there are no circuits.

Has Circuits column in the asset import template


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