- 20 Jul 2021
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How to Import Assets into an Assets Form
- Updated on 20 Jul 2021
- 2 Minutes to read
- Contributors
- Print
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How to Import Assets into an Assets Form
1. Export the CSV file for the form to your computer.
2. Enter the new information for your asset(s) in the CSV file.
Note: The required columns and column headers in the CSV file must remain in the same position/order as in the exported CSV file when loading/entering asset information.
The required columns and headers for an Assets Form are:
- Type
- Address
- Zone
- Location
The table below describes the required headers for an Assets Form:
Header Name on CSV File | Definition |
---|---|
Type | Type is the Fire Extinguisher Type, such as A-B-C, Foam or Wet Chemical. The Type column is displayed on the Assets Form. Note: The Type is also displayed as a selection in the Type drop-down list on the form. |
Address | The Address of the specific location to be inspected. The Address is displayed in the Address/Details column on the Assets Form. |
Zone | A Zone represents a way of grouping assets within a form. For example, assets can be grouped by:
The Zone is displayed in the Zone/Location column on the Assets Form. Note: The Zone is also displayed as a selection in the Zone drop-down list on the form. |
Location | Location is the physical location of an asset within the building. The Location is displayed in the Zone/Location column on the Assets Form. |
Optional columns and headers that can be used with an Assets Form are:
- Notes
- LastTested
- Scancode
The table below describes the optional headers for an Assets Form:
Header Name on CSV File | Definition |
---|---|
Notes | Notes is a column where an inspector or an admin can add miscellaneous notes on the Fire Alarm Supplementary Form. The Notes are displayed on the Assets Form. |
LastTested | LastTested is the date the device was last tested. The LastTested column is displayed on the Assets Form. |
Scancode | Scancodes are used to "search" for specific assets on the assets form. Each asset can be uniquely barcoded in a facility. The inspector, using a physical scanner or a software keyboard scanner is able to scan the barcode to find the asset when recording the test results. |
3. Save the new CSV file.
4. Import the saved CSV file into the form.
5. The Import CSV table is displayed with the newly added assets(s) on the Import/Export Assets screen.
6. The new assets are now included in the Assets Form.
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