/
Using PM Templates to Manage PM Work Orders 2.0

Using PM Templates to Manage PM Work Orders 2.0

Owned by Caroline Antoun
Last updated: Oct 21, 2024

Work orders can be loaded in bulk in the PM Templates section of the Planned Maintenance module. You can load one time PM Services or one-time special projects by using the PM Template. Once the template successfully loads, the work orders will be immediately available in ServiceChannel and also available to your contractor.

When you load a template, the dispatch email will not be sent immediately. It will be received the morning following the day you upload the template – the dispatch emails run at night.


🌟New: You can set the expectation on how long a work order should take to complete by filling in a Projected Completion Date in your template. 🌟

Navigating the PM Templates Page

  1. Download Link - Download the sample Excel file to input your work orders.

  2. Search by File Name Field - Search by file name to view previously completed template uploads. This field does not need to have the complete file name to search.
  3. Filters - Filter search results by date ranges and who imported the template.
  4. Uploaded Files - This section contains all previously uploaded files and files you are currently trying to upload.
    It includes:
    1. File name
    2. How many work orders were added
    3. Number of rows imported
    4. Who uploaded the file
    5. Date the file was uploaded
    6. The status of upload - Validated or Completed
  5. Upload Template Button - Click on this button to upload your completed template
  6. Pagination - Choose how many rows of files you would like to see. You can view up to 100 at a time.

Using a PM Template

There are 3 straightforward steps to performing a template upload:

  1. Download an empty template if you do not have one saved already.
  2. Fill out the template.
  3. Submit the template.

Click on the headers below for further information on each step if you need greater detail or get stuck on an upload error message.


Formatting Alert: UTF-8 Format Required
When uploading information in the form of Spreadsheets, Templates, Text Documents and or copied and pasted to Service Automation or Provider Automation, the Content must be UTF-8 formatted. Content that is not UTF-8 formatted may be misread by our system and cause errors in how your data is interpreted.


 Windows Specific

Windows Specific

Open file in Notepad

Choose Save As

There are three items to update in the Save dialog that comes up.

Save as type: change this to All FilesFile

Name: name your file and add the .csv extension to it - e.g.: myupdates.csv

Encoding: click on the dropdown and choose UTF-8

Save!

 MAC Specific


Mac Specific

  1. Open file in Number
  2. Hover over Export

  3. In the submenu that appears, choose CSV
  4. Click on Advanced Options to show the Text Encoding dropdown
  5. Select Unicode (UTF-8) from the dropdown menu

  6. Click Next Export!




 Google Sheets Specific

Google Sheets

  1. Click File
  2. Click on or hover over Download As

  3. Choose the option Comma-separated values (.csv, current sheet)

  4. After clicking on that option, your file will be automatically downloaded to your computer


In this Article

Related Articles

Related content