Importing Tools

Importing Tools

Introduction

In this article we will cover how you can bulk upload/ import Tools into the Fracttal system.

Tools can be bulk imported into the Fracttal system via a Excel based import sheet. 
The system allows for an infinite amount of Tools to be added to the system.

Note that the Tools module is not to be used for tools that should be regarded as Spares [e.g. drill bits, spanners, other hand tools etc..] but rather for tools that need to be allocate to Work Orders or tools that required periodic maintenance or calibration.

Importing Tools

1. Access Import function


a. In the Fracttal main menu bar navigate to "Equipment" found under the Assets module
b. Click on the "Options" button 
c. Select "import

2. Import Sheet

Data Fields

The following data fields/ headers can be imported for Tools using the Fracttal bulk import function:

Importable Field
Restrictions/ Notes
Name
Should not exceed 100 characters. Avoid using special characters
Asset Code
Try not to exceed 20 characters. This is not a limitation but helps with reporting if you don't have a lot of characters in your code
Make
Manufacturer
Model
Manufacturer model/ number
Part Number
Manufacturer or Internal part number
Unit
Unit of measure assigned to the tool [e.g. Each/Unit]
Extra 1
User definable field. Often used to record equipment criticality ratings, but is essentially a grouping mechanism/ equipment differentiation field. Not to be mistaken with Custom field
Extra 2
See note on Extra 1
Barcode
Can be populated with asset barcoded label data if applied to tool
Type
Basically the asset type/ family the tool belongs to
Group 1
Typically used to further delineate your tool types e.g. Type = Drill, Group 1 = Cordless
Group 2
See note on Group 1
Notes
Any internal notes or  technical details you want to add against the asset
Visible to all
This field should only contain Yes/ No. More for advanced users and if not populated will default to No meaning no user outside of the location/ facility the asset will be linked to will be able to see the asset.
Priority
Used to assign priority levels to your Tools. 

If the Priority column is imported, it must contain a number with the following equivalence:
  1. Very high
  2. High
  3. Medium
  4. Low
  5. Very low

Cost Center
Refers to the cost center the asset will be linked to



Populate your import sheet with the required information





The following fields are required as a minimum [Orange]:
  1. Unit [e.g. Each]
  2. Name
  3. Asset Code

The Following Fields are recommended [Yellow]:
  1. Make 
  2. Model
  3. Type
  4. Group 1
  5. Group 2
The rest of the fields are available for import as additional data on the Facility [Green]

Import Sheet Formats




You can import your assets using the following document formats:
•  .xlsx, .xlsm, .xlsb, .ods, .xls, .xml
• The first line of the document should contain the titles of the columns/ column headers.
• There should be no formulas in any of the columns.

3. Import Data



a. From the drop-down, select the site that the data will be imported to [in this case Main Site {MS01}] 


b. Configure the Headers to match the import fields available in Fracttal with the column headers of your import sheet. 
Note: Only select the fields that have been populated and leave blank those fields which you wish not to import

c. When all the headers have been configured click the “Import” button to run the import

Delete Code





A Delete Code will appear after a successful import, use this code if you wish to reverse the import you just carried out.

This code will automatically be sent to the current active users email address. 
As back-up save the code by taking a screenshot or write down the code for safe keeping
.

4. View Completed Import





The Tools have now been imported, notice the correlation between the import sheet you created, and the fields populated in the system

Click here to view an article on Issuing Work Against Serialised Tools

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