Uploading Refrigerated Assets via Template
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 when uploading Refrigerant Assets. This includes information that is used for a Standard Attribute template. Mandatory fields are marked with a red asterisk ✱.
| Column header | Definition | Example |
|---|---|---|
| ✱ Refrigerant Usage Type | Your asset may belong to one of the following refrigerant usage types:
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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. 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:
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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:
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. 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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| ✱ 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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