Updating a programs facilities in mass can be done through the Preventative Maintenance Program Facility import.
Follow the below steps to update EXISTING facilities on a program:
First create a report for the PM Facilities. This will give you all of the data you need to make sure your import is successful. Click on Reports > Create a New Report.
On the reports configuration, setup the data sources/columns as follows:
- Data Source: Programs
- Linked Data Sources: Program Facilities
- Columns: Program Facility ID, Program Facility Location, Program Name.
- Data Set: Full Data (To show all the data)
In order to grab the data for only the facilities on the PM you are trying to update, add a filter similar to the below:
Program Name Equal To *programs name copied and pasted*
Click run report.
Export the data using the export button in the top right:
Select the desired Export type and click download:
Now you'll need to download the import sheet. Navigate to the imports grid, and select the plus sign in the top right of the grid
On the Import Setup screen, select the "Preventative Maintenance Program Facility" on the import type dropdown, then click the highlighted text to download the template.
Now, using your report you built from above, copy the Program Facility ID column to column A (ID) in the import spreadsheet. Then fill out whatever other information needs to be updated (like the Assigned Vendor)
You can also copy the Program Name column from the report to the Program field of the import, as well as the Program Facility Location field to the Store field on the import sheet, but these are not required.
Save the import file with the updated data. On the Import Setup screen, click browse, select the updated import file, and then click upload.
On the Mappings screen, double-check that the example under each column on the left matches the first row of data on your import sheet. It's also important to verify the columns on the right hand side have the correct column selected (i.e. if the column on the left is labeled ID, the column on the right should also be labeled ID)
Click save mappings once ready. The status bar will show success or failures.
To see all of the updated PM Facilities, navigate to the Preventative Maintenance grid, then select the Program that was updated, and click on the stores tab from within the program: