Bulk importing information into Prism can be a useful tool to enhance efficiency and data management for commercial real estate professionals. Some key benefits are:
- Time-saving: It allows users to input large amounts of data quickly, significantly reducing the time spent on manual data entry.
- Accuracy: By reducing manual input, bulk importing minimizes human errors that can occur during individual data entry.
- Consistency: It ensures that data is entered in a uniform format across the system, improving data quality and reliability.
- Scalability: Bulk importing enables handling of large datasets, which is crucial for managing extensive property portfolios or market analyses.
To Bulk import PM Tasks:
Click the Preventative Module and the "Tasks" tab. Then click "Actions" to see the Import PM Tasks option.
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 is linked to |
You must specify your property name as it appears in Prism under My Properties. |
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 in the Equipment module in Prism |
Cooler |
| Equipment Asset Type (Required) |
The equipment's asset type |
You must specify your property name as it appears in the Equipment module 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 |