UpKeep Asset Operations

Available On: Starter, Professional and Business Plus

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The Trigger Template is where you fill in the details for your Work Orders. Once set up, this template applies to all assigned schedules, so every time a Work Order is triggered, it uses the same information. This keeps everything consistent and makes the process smoother and more efficient.

💡 PM Trigger Templates are the Work Order Details for your Triggers

The Trigger Templates would be the Work Order Details for your triggers. This information would be found in the Details when creating (or editing) in the Application.

How to Import PM Trigger Templates

Navigate to the Import/Export Tab or Select the Option Dots within the PM Triggers section and select Import

Download a Template if creating new Templates

1. If updating select Export Current PM Templates

1. Navigate to the Import/Export Tab or Select the Option Dots within the PM Triggers section and select Import
2. Select the PM Triggers Templates Option
3. Download a Template if creating new Templates
   1. If updating select Export Current PM Templates
4. Select Start PM Trigger Template Process

5. Add your Files

6. Confirm your fields and import 
    
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Set the Work Order Details for your PM Triggers

How to Import PM Trigger Templates

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Column Header	Example Entry	Acceptable Values/Notes
A- ID	665dfb24af964a44ba659739	ID assigned and created by UpKeep for objects created in UpKeep Note: Only Needed when updating triggers templates **CANNOT BE EDITED
B - Name	Monthly Recurring PM 1	NOTE: Each Trigger Needs a Unique ID Name This is the unique identifier
C- Work Order Name	Monthly PM – HVAC	Title of the work order. If you have multiple work orders with similar names, it may be best to include other identifying information. NOTE: This field is required
D - Work Order Category	Preventative – Electrical	Acceptable values: All default Category values and custom created categories NOTE: The entry has to also exist in your categories section
E - Work Order Priority	Medium	Only acceptable values: None Low Medium High
F - Create Work Order Now (YES/NO)	YES	Do you want to create the first PM now or use the creation cadence? Example PM set to start March 25, 2030 If YES Work Order will create now If NO Work Order will create X before it is due (based on your entries in Column K, L) NOTE: Based on Completion Triggers will always create the first Work Order now
G - Requires Signature (YES/NO)	NO	Only acceptable values: YES NO
H - Estimate Hours	3	The number of hours you’d like to block off on the Scheduler for this activity, based on how long you anticipate this will take to complete. NOTE: You can only input whole numbers like 3. You cannot input fractions or decimal numbers like 3.5.
I - Checklist ID	KZDe7nhHPi	Checklist must already exist in UpKeep NOTE: To upload additional checklists use a comma (,) to separate them
J - Archived Status (YES/NO)	NO	On Update if you are archiving the PM Can also leave blank
K -Paused	NO	Do you want to Pause/Restart the PM Trigger from creating work orders

What are PM Trigger Templates?

How to Import PM Trigger Templates

Importing Guide