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Equipment can be imported via an Excel Workbook downloaded from the Customer List.
1. Click on Customers in the Main Navigation.
2. In the Import/Export menu click Download Import Template.
3. There are 3 tabs in the Import Template:
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| Warning | ||
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Do not change the template sheet names as well as the column names as that will cause the import process to become unsuccessful. |
4. Enter the Equipment Details:
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- The Customer and Equipment Number shall be used to determine if the Equipment already exists in Ascora. If an existing Equipment was found it will be updated rather than creating a duplicate.
- Equipment Type determines the frequency at which the Equipment is serviced.
5. Save the Import file and in your Ascora account, navigate to the Customers → Import/Export then click Import and select your import file. Ascora will commence importing the specified details.
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Some Equipment only requires a basic Pass/Fail result with comments. This can be enabled under the Administration menu → Defaults.
1. Under the Administration menu, click on Defaults.
2. Scroll down to the Equipment box on the left and tick the Enable Pass/Fail checkbox.
3. Click Save in the top-right corner.
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3. Select an equipment type from the drop-down list and you'll see an option to update service intervals based on the equipment type that you're selecting or just keep the existing service intervals (ones that you've added in the equipment screen using the + Add New button).
4. If you had a service interval linked to equipment and you selected "Update" this will switch to the service intervals for the equipment type.
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