When you are importing Planned Maintenance Templates, the Generic Import program will check the type of Planned Maintenance Template imported from the data file to see if the Schedule Recalculation needs to be performed for the Planned Maintenance Template. When a date-based PM Template is imported, Pinnacle will display a dialog box asking if you want to generate the maintenance schedule for all templates.
You can choose the Yes button to generate the schedule for the current template. The dialog will be displayed again for the next date-based PM Template imported. You can choose the Yes to All button to generate the schedule for all date-based templates imported, and the dialog will not be displayed again during the import process. You can choose the No button to skip the schedule recalculation for the current template. The dialog will be displayed again for the next date-based template imported. You can choose the No to All button to skip the schedule recalculation for all date-based templates, and the dialog will not be displayed again during the import process. If you click the Cancel button, the import process will be halted.
The data file to import Planned Maintenance Templates must consist of twenty (20) comma separated columns. The columns must be in the following order:
Column |
Field |
Required/Optional |
Description |
|
1 |
Description |
Required |
|
|
2 |
Location |
Required |
The location must already exist in the Property Module. |
|
3 |
Asset Number |
Optional |
If you supply an asset number, the asset number must already exist. |
|
4 |
Skill Code |
Optional |
If you supply a skill code, the skill code must already exist in the Skills Table. |
|
5 |
Hours |
Optional |
This will default to 0.00 if no value is supplied. |
|
6 |
Priority |
Required |
The priority must already exist in the Priorities table. |
|
7 |
Maintenance Type |
Required |
The maintenance type must already exist in the Maintenance Types table. |
|
8 |
Estimated Cost |
Optional |
|
|
9 |
Contract ID |
Optional |
If you supply a contract ID, the contract must already exist. |
|
10 |
Budget Code |
Optional |
If you supply a ledger name, the ledger must already exist. |
|
11 |
Repetitive |
Optional |
This field must be 'N' for one-off templates, or 'Y' for cyclic templates. This will default to 'Y' if no value is supplied. |
|
12 |
Trigger Type |
Optional |
This field will only be used if the Repetitive column is set to 'Y'. This field must be 'D' for Date/Frequency based templates, 'V' for Value/Usage based templates, or 'B' for both. |
|
13 |
Frequency |
Optional |
If you supply a frequency, the frequency must already exist in the Frequencies table. This column is ignored if the Trigger Type column is 'V' or blank. |
|
14 |
Lead Time |
Optional |
This column is ignored if the Trigger Type column is 'V' or blank. |
|
15 |
Original/Start Date |
Optional |
This is the original date for one-off templates, or the start date for cyclic templates. This column is ignored if the Trigger Type column is 'V' or blank. |
|
16 |
Schedule/End Date |
Optional |
This is the schedule date for one-off templates, or the end date for cyclic templates. This column is ignored if the Trigger Type column is 'V' or blank. |
|
17 |
Attribute |
Optional |
If you supply an attribute, the attribute must already exist in the Attributes table. The attribute must also be linked to the asset type for the asset related to the template, or be linked to the property group for the location related to the template. This column is ignored if the Trigger Type column is 'D' or blank. |
|
18 |
Attribute Parameter 1 |
Optional |
If the attribute specified in the Attribute column is a Numeric or Measurement type, this is the threshold value. If the attribute is Pre-defined attribute, this field must be a value in the list of pre-defined values for the attribute. This column is ignored if the Trigger Type column is 'D' or blank. |
|
19 |
Attribute Parameter 2 |
Optional |
If the attribute specified in the Attribute column is a Numeric or Measurement type, this is the high point value. If the attribute is a Counter type, this will be the variance value. If the attribute is Pre-defined attribute, this field will be ignored. This column is ignored if the Trigger Type column is 'D' or blank. |
|
20 |
Comments |
Optional |
|