Bulk Import: PM Procedures

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Paul Schneider
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Format Information for Bulk Import

Before you can upload a spreadsheet of your users to Prism, it must be formatted based on the guidelines below. You'll also need to download the Preventive Maintenance Procedures Bulk Import Template CSV file available via the modal when selecting Equipment.

Acceptable formats include CSV and XLS.

 

Guidelines for Bulk Import

Field Name

 

Explanation

 

What’s Allowed

 

Example

 

Name (Required)

The name of the of procedure

No character limit.

Door, Manual Overhead: Annual

Category (Required)

The category the equipment belongs to.

Must match an existing category

  • Building Equipment

  • Electrical

  • Elevators & Lifts

  • Fire & Life Safety

  • Furniture

  • Health & Wellness

  • HVAC

  • Kitchen Equipment

  • Plumbing

  • Security

  • Other

Building Equipment

Steps (Required)1

Document the steps needed to perform the procedure

  • Free form text.

  • No character limit.

  • The import will honor line breaks.

Inspect cables for frayed or broken strands or excessive rusting.

Company (Required)

The Property Management Organization the procedure belongs to.

You must specify your PMO name as it appears in Prism.

Acme Management Co

Notes

Provide any notes on the procedure.

  • Free form text.

  • No character limit.

  • The import will honor line breaks.

If the door is equipped with intrusion alarms, notify the appropriate person before operating.

Parts

Reference any associated parts, materials or tools needed to perform the procedure.

  • Free form text.

  • No character limit.

  • The import will honor line breaks.

Ladder constructed according to OSHA/ANSI standards.

Client Defined ID

Optional procedure ID for reference

100 character limit

BE-Door-A

GSA

Is the procedure GSA applicable?

Enter as Y/N. Optionally leave blank if No

123456abcd

UID

The specific location the piece of equipment may be in.

No character limit. The import will honor line breaks.

Across the hallway.
3rd door on the left.

Estimated Labor

Enter in the estimated hours of labor

Expected as hours, numerical value only. Do not specify “hours” in the field.

3.5

 

Known Issues or Limitations

 

Issue or Limitation

 

Comment

 

Do not save your spreadsheet as a CSV file if it contains lots of UTF-8 characters, such as the accented é in resumé. (Other examples of these "extended" characters include ñ, ü, superscripts, fractions, and currency symbols other than the U.S. dollar, such as the euro symbol €.) Instead, save your file as an XLS.

N/A

1 Steps via bulk import only support free form or simple steps. Individual steps are not supported at this time.

N/A

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