Pulling equipment data

Filtering for specific equipment data

Assigning Templates to Equipment

Under construction….

Under construction….

The following steps will allow you to assign Equipment templates to one or more equipment.

Step 1 - Pull one or more equipment to the workbook.

Step 2 - On the menu options, select “Templates”

Step 3 - Tap “Assign/Remove” and select the Template you want to assign. A new template worksheet should appear.

Step 4 - From your “HEADER” sheet, copy and past the following fields. This tells Data Conduit what Equipment will be assigned to this template.

• Equipment Id

• Name

• Descr

Step 5 - If there are required fields as part of the template you’ve assigned, these will need to be provided before saving.

Step 6 - Navigate back to the menu options, select “Save”. You will be prompted to “validate all templates before save?”, select “No” to this.

Step 7 - The templates will be assigned. Review the “Status” column of the specifc template worksheet to ensure it states “Saved”