- Click the Preventative Module and the "Tasks" tab. Then click "Actions" to see the Import PM Tasks option.
2. Click "Download PM Tasks Template" to download an empty template
- Upload the complete template from your device then click the Import PM Tasks button at the bottom of the page.
Guidelines for Bulk Import
|
Field Name |
Explanation |
What’s Allowed |
Example |
|---|---|---|---|
|
Property (Required) |
The property the task belongs to |
You must specify your property name as it appears in Prism. |
123 Prism St. |
|
Task Name (Required) |
The name of the task |
Must match an existing Asset Type |
Annual Cooler Maintenance |
|
Equipment Name (Required) |
The name of the equipment |
You must specify the name as it appears on Prism |
Cooler |
| Equipment Asset Type (Required) |
The equipment's asset type |
You must specify your property name as it appears in Prism. |
123 Prism St |
| Equipment Category (Required) |
The equipment's category |
Must match an existing category
|
If the door is equipped with intrusion alarms, notify the appropriate person before operating. |
| Start Date (Required) | Start Date of task | ||
| Due Date (Required) | Due date of task | ||
| Frequency (Required) | How often the task is fired | ||
| Status (Required) | Status of task |