Assets Module Setup: Importing an Asset Checklist Via a .csv File

Assets Module Setup: Importing an Asset Checklist Via a .csv File

Purpose

  1. The purpose of this article is to inform users how to import an asset checklist in the Assets Module Setup using the First Due Checklist Import Template. 

Video



Directions

1. Click on Assets.


Click on Assets.



2. Click on Setup.


Click on Setup.



3. Click on Check List.


Click on Check List.



4. Click on Import CSV.






5. Click on Download sample spreadsheet.






6.  Locate and complete the file on your computer titled "bulk_checklist_import_sample.csv"





  1. Inspection Type - The name of the checklist.
  2. Section - The name of the section that the question will be located in within the checklist. 
  3. Question - The checklist question. 
  4. Description - A description of the checklist question. 
  5. Question Type - The type of checklist question. (See the images below for a description of each question type.)
    1. single_select
    2. multi_select
    3. pass_or_fail
    4. user_defined
    5. field_update - (This question type is reserved for future use.  Field update questions cannot currently be imported using this template, if this answer type is chosen, the question WILL NOT IMPORT.)
  6. Answers - The answers that will be available for the questions.  Answer options must be typed in the following format "Answer 1,Answer 2,Answer 3"
  7. Required - If the question is a required question for checklist completion type "True", otherwise leave blank.
  8. Fields - This field is reserved for future use and currently has no function. Leave blank.

- The below images display an example of each question type. 




Note:  Apparatus and Equipment checks will provide the option to create "Field Update" questions.  "Field Update" questions require a user to input a value, once entered that value will be updated on that specific asset's master record.  Examples of "Field Update" questions include but are not limited to: Engine Hours, PTO Hours, Mileage, Aerial Hours, and Pump Hours, etc.  Currently "Field Update" questions must be created in the First Due system and CANNOT be imported via .csv.


7. When the .csv file has been completed, Click on Import CSV.





8. Click on Choose File.


Click on Download sample spreadsheet.



9. Attach the completed .csv checklist file.


Attach the completed .csv checklist file.



10. Click on Import.





Warning:  If there are any errors during the import process, the system will generate a .csv file titled "ErrorLogFileChecklistItems.csv" The error log will display the items that were unable to be imported and a reason specifying what happened.  The below image shows that a question could not be imported because it was not a unique question name for the specified section. 




Info:  Although importing a checklist may save an abundance of time, there are limitations to importing a checklist into the system via a .csv file.  Once the checklist is imported the user must locate the checklist and specify what the checklist applies to.  Also, many advanced checklist features such as enabling a bulk check, attaching checklist instructions, enabling work order creation upon question failure, creating "field update" questions, and other features will require the user to edit the imported checklist from within the First Due System. 


11. Locate the newly imported checklist and click the Edit icon in the Actions column.


Locate the newly imported checklist and click the Edit icon in the Actions column.



12. After all additional changes have been made, click Save.  The checklist is now available to be scheduled for use in the First Due Checklist Scheduler.






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