External Assets

1. Log into vx Maintain.

2. Navigation: Asset Types > External Assets

3. Follow the appropriate procedures below.

1. Follow the Navigate to the External Assets page procedures above.

2. Click the Import button.

   The Import modal window opens.

3. Click the Download Template button.
   Your computer prompts you to either open the CSV template file or save the file to a location of your choosing.

4. Save the file to a place on your computer where you can find it.

The template should be populated with each asset having its own separate line in the file.

There are thirteen fields available for population on each line, five are required and eight are optional.

1. Open the template file.

2. Complete the values in each of the following columns for the first asset:

   • Asset Number: The unique number that relates to the asset. Required field.

   • Site Name: Store No. where the asset is located. Required field.

   • Asset Type: Asset type. Required field.

   • Manufacturer: Asset manufacturer. Required field.

   • Department: The actual location of the asset. This will be a pre-defined list for your company. Required field.

   • Model: Model number of the asset. Optional field.

   • Serial Number: Serial number of the asset. Optional field.

   • Service Date: The date the asset was installed (format is dd-MMM-yyyy). Optional field.

   • Purchase Price: The purchase price of the asset. The currency symbol is not needed. Optional field.

   • Warranty Expiration Date: The warranty expiration date of the asset (format is dd-MMM-yyyy). Optional field.

   • Warranty Provider: The provider that will perform warranty work for this asset. Optional field.

     We recommend that you define warranty providers within the regular provider associations.

   • Maintenance Threshold: The threshold amount that you do not wish to spend beyond for this asset. The currency symbol is not needed. Optional field.

     This is an information-only field and has no logic applied to it within the application.

   • Comments: Enter any useful comments relating to the asset. Optional field.

3. Repeat step 2 for each additional asset.

4. Save your file.

After a template has been populated with data, it can be uploaded to the application.

1. Follow the Navigate to the External Assets page procedures above.

2. Click the Import button.

   The Import modal window opens.

3. Click the Choose File button.

   A system Upload dialog box opens.

4. Select the relevant file to be uploaded.

5. Click the OK button.

   The system Upload dialog box closes.

6. Click the Import button.
   Data validation takes place at the point of upload and if there are any errors in the data these will be highlighted and the entire upload will be prevented. When uploading a data file, a validation modal window opens which allows you to review a section of the data for accuracy.

7. Once you are satisfied with your import, click the Insert button.
   Clicking Insert will attempt to import the assets.

   If the data passes all of the system's basic validation checks then the assets will be uploaded successfully, ready for final verification.

   If the data fails any of the validation checks, the subsequent modal window will display the problematic lines of the import file with the specific data causing the issues highlighted in red. An explanatory error message is also displayed on the left of the table.

   Assets will only be uploaded if all the data within the file is considered valid. Partial file uploads are not performed. So, one line of poor data will prevent the entire file from being uploaded.

   Once you have revised the file to ensure all data is valid, you can re-attempt the upload.

After assets have been successfully imported, they must be individually verified in order to become actual assets in the application.

1. Follow the Navigate to the External Assets page procedures above.

2. In the External Assets smart table, select one of the rows to load the asset details.
   The External Assets smart table displays all imported assets that have not yet been actioned.

3. Verify the information on the External Asset Detail page.
   The Create Asset action is selected by default. The External Assets table on the right-hand side of the screen displays the raw data as it was imported into the system. During the import process these fields are mapped to the corresponding application fields, seen on the left-hand side of the screen. At this point you are still able to amend any of the details if necessary.
   

4. Click the Save button.
   The asset is created in the application.

   If some of the imported raw data fields do not match the normalized data within the Verisae application, they will not be populated into the form on the left side of the screen. If the fields are mandatory they will be highlighted in orange and must be completed before the asset can be saved and created. You can utilize the field choosers available to help populate the form detail as necessary.

If you do not wish to create an asset, you have the option to reject it instead.

1. Follow the Navigate to the External Assets page procedures above.

2. Select Reject Asset from the Action drop-down.

3. Click the Save button.

   The asset is removed from the External Assets page.