Uploading Refrigerated Assets via Template
Anastasia Troichuk (Unlicensed)
Lamont Eddins
Whenever you need to create multiple refrigerated assets en masse, you can take advantage of the asset import template.
Before you upload assets, make sure you have the required asset types added to Asset Manager as well as /wiki/spaces/UJNK/pages/812549301 loaded to Inventory Manager.
- 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.
- If errors are found, download the results file, and check the last column to correct the errors. When ready, resubmit the file.
- If no errors are found, click Confirm Import.
- Once the file is processed, you are redirected to the Imported Assets section.
Completing the Asset Import Template
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 | Type of the asset. To associate an asset with an asset type, you need to create an asset type first. | |
✱ Location | ID of the location where the asset is housed | |
Area (Physical/Serving) | Specific area where the asset is located, for example, Kitchen or Back of the House | |
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. | |
✱ Tag ID | Unique identification number (ID) of the asset | |
Brand | Brand of the asset | |
Model No. | Model number of the asset | ![]() |
Serial No. | Serial number of the asset | |
Install Date | Date when the asset was installed: MM/DD/YYYY | |
Is Leased | Enter True if you lease the equipment. Enter False if you own it. | |
Lease Date | Date when you started leasing the equipment: MM/DD/YYYY | |
Lease Period | Time period in months when the lease agreement is valid | |
Life Expectancy | Life expectancy of the asset in months | |
Original Value | Original price of the asset | |
Condition | Condition of the asset:
| |
Purchase Date | Date when the asset was purchased: MM/DD/YYYY | |
✱ Refrigerant Usage Type | Your asset may belong to one of the following refrigerant usage types:
| |
Manufactured Date | Date when the asset was manufactured. The field is required if the asset is tracked by the CARB. | |
Warranty Category | Category of work orders when the asset is under warranty. Only fill in for equipment that is under warranty. | |
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. | |