Equipment: Importing Equipment Via a csv File

Equipment: Importing Equipment Via a csv File

Purpose

  1. To provide instructions for importing multiple pieces of equipment using a .csv File.

Video




Directions 

  1. Navigate to Assets > Equipment List.




  2. Select Import CSV.





  3. Select Download sample spreadsheet (import template also attached below).





  4. Begin entering data into the fields. Be sure to delete the example row in the template.

    IMPORTANT ITEM #1: Please carefully review the table in the next section for details about each field.
     
    IMPORTANT ITEM #2: The "User" field must be the user's email address used to log in to First Due.






  5. Return to Assets > Equipment List > Import CSV.




  6. Choose your file to upload.

  7. Select Import.




  8. Excellent. You've just batch imported equipment. Nice work!





ALERT #1: If you attempt to import any equipment that has erroneous data, the system will download a file named "NotImportedEquipments" explaining the errors detected during import (see column U). Any equipment with correct data will still import successfully.

            

ALERT #2: If you attempt to import a piece of equipment already in the system (based on Equipment ID), you will receive this message and a file named "DuplicatesChecklistitems" will automatically download to provide you a list of duplicate pieces of equipment you're attempting to import:







Equipment Import Dataset


COLUMN
FIELD
EXPLANATIONEXAMPLE
A
Name (required field)

Unique name for the piece of equipment.  

Powerplant001
B
Equipment ID ( required field)

Unique equipment ID for the piece of equipment.

Each piece of equipment in First Due MUST have a unique Equipment ID.

PP001
C
Make

Make of equipment

Amkus
D
Model

Model of equipment

GH2B-MCH
E
Serial Number

Serial number of equipment

AZ12345
F
Manufacture Year

The year of manufacture. Format: YYYY

Max date is the current year.

2021
G
End of Service Year

Estimated last year of service: YYYY

2036
H
Annual Test Month

Month for annual testing

1 = JAN
2 = FEB
3 = MAR
4 = APR
5 = MAY
6 = JUN
7 = JUL
8 = AUG
9 = SEP
10 = OCT
11 = NOV
12 = DEC

5
I
Inventory Count

USED FOR CONSUMABLES

LEAVE BLANK
J
Inventory Minimum

USED FOR CONSUMABLES

LEAVE BLANK
K
Inventory Maximum

USED FOR CONSUMABLES

LEAVE BLANK
L
In Service
In service status.

Enter TRUE for in service, FALSE for Out of Service.
TRUE
M
Description

Short description of the piece of equipment.

Mini Simo Boost with Honda Engine
N
Group Name

Category (Group) this equipment belongs to.

Extrication/Hydraulic
O
User
Email address (login) for the User this equipment belongs to.
firefighter@first.due.com
P
Apparatus Name

Apparatus this equipment is assigned to.

IMPORTANT: Use the apparatus name from "Name" column in the Apparatus list (image below).

Engine 151
Q
Compartment Name

Compartment this equipment is assigned to.

IMPORTANT: Use the name of an existing compartment or a new compartment will be created (image below).

Left Rear Lower
R
Station Number
Station Number this equipment is assigned to.
 2
S
Storage Name

Storage (closet) this equipment is assigned to.

Bay Closet 2
T
KIT ID
Kit this equipment is assigned to.
RIT Bag 1


Apparatus Name for Column P in import template (Assets > Apparatus List).






Compartment Name for Column Q in import template ( Assets > Apparatus > Select an Apparatus > Expand Compartments).







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