Importing in ETS

Equipment can be imported into ETS using a spreadsheet.

Importing Equipment
Reviewing Imports

Importing Equipment

1. On the web portal, go to Tools > Equipment Tracking System.
2. Open the Settings tab, then click the Import subtab.
3. Click the Spreadsheet icon to download the file.
   
4. Open the file and fill out the information. Fields with an asterisk (*) are required.
   • Equipment Name*
   • Item #*
   • Serial #*
   • Equipment Type* - Must select from dropdown.
   • Weight* - Light, medium, heavy, or extra heavy.
   • Manufacturer* - Must select from dropdown.
   • Manufacturer's Warranty Expiration Date
   • Location Type*- Company or Customer.
     • Select Customer to track equipment at Locations.
   • Customer*- The equipment's primary storage customer.
   • Location* - The equipment's primary storage location.
   • Stock Area - The equipment's primary storage stock area.
   • Branch - Required if Location Type is Company.
   • Notes - Optional notes about the equipment.
   • Date of Purchase*
   • Purchase Condition* - New, used, or refurbished.
   • Supplier - Must be an existing Supplier in the account.
   • Purchase Price*
   • Delivery Price
   • Usage Capacity UOM - Hours, gallons, feet, etc.
   • Usage Capacity - The total UOM's the equipment can be used at one time.
   • Track Usage - If True, Usage can be documented for the equipment.
   • Track Maintenance - If True, Maintenance Requests can be attached to the equipment.
   • Require Transfer Approval - If True, transfer requests must be manually approved.
   • Require Allocation Approval - If True, allocation requests must be manually approved.
5. Save and close the file.
6. Back in Janitorial Manager, click the Equipment import button.
   
7. Select your import file and click Open.
8. The Statistics pop-up will show which records passed or failed.
   • Click Complete Import to add all passing records.
   • Click Save in the Actions column to add an individual record.
   • Click Close to cancel the import (no records will be added).
   • Failed records won’t be added; see the Notes column for the reason. Edit the spreadsheet and reimport to add them.

Reviewing Imports

1. In ETS, go to Settings > Imports and click the List icon in the Actions column.
2. The statistics will show which records passed or failed; failed records are not imported, and reasons appear in the Notes column.

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.