You can use an Excel file to import multiple Maintenance Orders (MOs) into Autodesk Fusion Operations.
This feature is extremely useful because it allows you to use the functionalities of a spreadsheet to quickly fill the file with hundreds of MOs - saving you time.
To import several of these into Autodesk Fusion Operations at once, follow the steps below.
1. On the left menu, click in ‘Maintenance Orders’.
2. Click in ‘Import Maintenance Orders’ in the top right corner.
3. You can choose to import or download a file template in case you are not sure which columns to include. In case you choose to download the file template you will find that option in the right side of the page. After choosing the most convenient format, an excel/csv file with the correct headers will be exported into your computer.
The file should be previously prepared as follows:
Mandatory Fields:
Maintenance Order Code (Column A): Identifier of the maintenance order.
Machine Code (B): Identifier for the machine on which the maintenance order will be performed. Is is optional if machine component is entered instead.
Component (C): Identifier for the machine component on which the maintenance order will be preformed. Is is optional if machine is entered instead. If you want to know more about machine components check this article.
Due Date (D): Specifies the deadline (day and time) for when the order must be completed.
Depending on your User ‘locale’, date format varies. It is possible to verify the date format of your company in the creation page of a Maintenance Order. If you need help on how to access this page please select here.
Priority (E): The level of urgency of the maintenance order. It can have four values: "none", "low", "medium", "high".
Type (F): Kind of maintenance order that will be preformed. It can have two values: "preventive" and "corrective".
Performed by external entity (H): Identifies if the maintenance order will be outsourced. The value "TRUE" should be inserted in case it is. It is an optional field if the fields "assigned workers" or "workers groups" have been entered instead.
Assigned Workers (I): Identification of the specific workers that will/can preform the maintenance order. The worker's numbers should be inserted. It is an optional field if the option "performed by external entity" is active or if a worker groups has been assigned.
If more than one worker is meant to be assigned to the maintenance order, the following format should be adopted: workernumber1,workernumber2
Worker Groups (J): to be filled out in case one or more worker groups are to be linked to the MO. It is an optional field if the option "performed by external entity" is active or if individual workers have already been assigned.
If more than one worker group is meant to be assigned to the maintenance order, the following format should be adopted: workergroup1,workergroup2
Optional Fields:
Description (G): Provides a detailed enough self-explanatory description of the Maintenance Order. It can have a maximum of 255 characters.
Estimated duration (K): Defines the estimated duration for the entire performance of the Maintenance Order. It should be entered in the following format: 00H00.
Checklist (L): Identification of the checklist that will be associated to the maintenance order.
Notes:
1. Consider formatting the columns in text before you begin filling;
2. Do not use formulas in cells;
3. Only the first page of the file is imported. You can use other pages but only the first one will be taken into account.
4. Choose the excel file to import and click in ‘Start to send’
5. Read carefully the warnings that may appear:
Yellow warnings - there is an issue with the selected line of the file you imported; however, the system will adapt it and import the file anyway. You must recheck what might have been changed and if you agree with it.
Red warnings - the system will not import the line with the warning, because something is wrong and a workaround cannot be applied. Nevertheless, you can ignore a line and import the rest of the file, by unselecting the blue square in the beginning of the line
6. Click on the ‘Confirm’ button and your ‘Maintenance Orders’ have been uploaded!
If after reading this article you still have some doubts, feel free to reach out to us through our Live-chat feature, or directly to your CSM.
Need help? Request a Fusion Operations expert to contact you here.