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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

Click the hamburger menu, and select Assets (Equipment) > Imported Assets.
Switch to the Upload Assets section.
Click Excel Template (All Attributes). An Excel file with attributes for all asset types gets downloaded to your device.
Find the required asset type, fill out the necessary fields, and save the file.
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.
Once the file is processed, you are redirected to the Imported Assets section.

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Completing the Asset Import Template

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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 header

Definition

Example

✱ Asset Type

Asset type 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

Model Number column in the asset import template

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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:

Broken
Poor
Average
Good
Excellent

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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:

Rack
Connected To a Rack
Self Contained Asset
Conventional

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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:

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

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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

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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.

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.

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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:

High
Low
Medium
Dual Temp

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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.

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

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✱ Operation Status

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

Status
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title Inactive
Taken out of service completely disconnecting the unit in such a way that it cannot be reactivated without repair.
Status
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title Mothballed
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
colour Yellow
title Normal Operation
The system is operating at the expected normal procedure.
Status
colour Yellow
title Provisional Operation
The system is operating but is subject to change.
Status
colour Yellow
title Remove
The system has been removed from use completely to be relocated or disposed of.
Status
colour Yellow
title Retrofit In Progress
The system is currently in the process of being retrofitted.
Status
colour Yellow
title Seasonal - Non-Operation
The system is only used when season conditions require the use of the appliance, and it is currently not in operation.
Status
colour Yellow
title Seasonal - Operation
The system is only used when season conditions require the use of the appliance, and it is currently in operation.
Status
colour Yellow
title Shutdown
The system is turned off and can be turned back on.
Status
colour Yellow
title Under Repair
The system is currently being fixed.

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

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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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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.

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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:

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.

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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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Versions Compared

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New Version Current

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Completing the Asset Import Template

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Versions Compared

Old Version 3

New Version Current

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Completing the Asset Import Template