How to Import PM Schedules, Checklist Items, and Templates | FlowPath Help Center

How to Import PM Schedules, Checklist Items, and Templates

Import PM schedules, meter-based PMs, checklist items, and checklist templates from spreadsheets.

Import PM schedules

1. Upload your file and tell the assistant you want to import PM schedules.

2. The assistant displays a preview in the interactive table view. Review the mapping and talk back and forth about what needs to change.

3. Confirm when the mapping looks correct.

Upload your file and tell the assistant you want to import PM schedules.

The assistant displays a preview in the interactive table view. Review the mapping and talk back and forth about what needs to change.

Confirm when the mapping looks correct.

Import meter-based PMs

• "Import these meter-based PM schedules — each one triggers at a specific hour threshold."

"Import these meter-based PM schedules — each one triggers at a specific hour threshold."

Import PM checklist items

• "Import these checklist items and map them to the correct PM schedules."

"Import these checklist items and map them to the correct PM schedules."

Import PM checklist templates

• "Load these reusable checklist templates so new PMs can reference them."

"Load these reusable checklist templates so new PMs can reference them."

Tips

• The interactive table view lets you review every row before committing to the import.

The interactive table view lets you review every row before committing to the import.