By using Meters, you can quickly have work orders appear for work that needs to be done according to meter readings. For example: say you need to change the oil on a motor every 16,000 hrs and you log those hours through a Meter. You can have a work order fire off, the moment 16,000 hours has been entered.
This article explains how to import your meter work order triggers in bulk so you don't need to create them individually.
NOTE: Your METERS must already be created and exist within your UpKeep account in order to import meter triggers.
Please Note** File size is limited to 10MB and names MUST be unique.
There is a Guide below that tells you exactly how to fill in each column.
How to Import Meter Triggers
Navigate to the Meters section
Click on the 3 vertical dot options
Then click on Import Meter Triggers
Here, you can click Download Sample Template to download the template needed for this import
Notes
You can use CSV, XLS, XLSX, TSV or XML Format
You can also manually enter items to the table manually under import
Guide
NOTE: The ID refers to a unique, UpKeep assigned ID. You can find each 10-character ID in the URL when clicking into the location/asset/part/etc. All IDs can also be found when exporting each data set in Column A of the CSV!
NOTE: Your meters must already be created and exist within your UpKeep account in order to import meter triggers.
Column Header | Example Entry | Acceptable Values/Notes |
A - Meter Trigger ID | f4rKODEYsy | This is the 10-character unique ID of the actual meter of this meter work order trigger
|
B - Meter ID | jarl9os84 | This is the 10-character unique ID of the actual meter of this meter
|
C - Title | Oil Change for Truck 1 | Work order title for this meter work order trigger |
D - Description | Oil change for Truck 1, needed every 5000 miles recorded | Add a work order description of what will be included in the meter trigger |
E - Value | 5000 | Number value to compare meter reading with |
F - Frequency | EVERY_TIME_REACHES | Only acceptable values:
|
G - Due Interval | 3 | How many X hours/days/weeks/months after the trigger is the Work Orders Due |
H - Due Frequency | Weeks | The Frequency of time for the Work Order Due Date
|
I - Estimated Duration | 2 | The Estimated Duration for the Work Order |
J - Requires Signature | Yes | Yes/No |
K - Priority | Low | Work Order Priority
|
L - Category | Damage | The Work Order Category |
M - Checklist ID | CVtAO9gCDT | This is the 10-character unique ID of the checklist that you will assign this meter work order trigger to |
N - Assigned User Email | The UpKeep Email of the user | |
O - Additional Worker Email | The email(s) of additional users for this trigger
| |
P - Assigned Team Name | Breakdown Squad | The UpKeep name of the team assigned to the Work Order |
Q - Assigned Location Name | Factory 1 | The UpKeep Name of the Location on the Work Order |
R - Assigned Asset ID | OV9Ao9gCS3 | This is the 10-character unique ID of the Asset that you will assign this meter work order trigger to |