Intervention management is simplified thanks to the mass import and export of data functionalities, allowing effective centralization and optimal monitoring of maintenance operations.

Bulk import of interventions provides a quick and reliable solution for simultaneously integrating several interventions into the system using a preformatted file. This functionality is particularly suitable for companies managing a large volume of interventions, allowing them to considerably reduce manual entry time while minimizing errors. By guaranteeing rapid and consistent updating of data, this method facilitates the monitoring and management of interventions, while giving managers time to focus on high value-added tasks.

Exporting intervention data, with or without part details, provides a strategic tool for analyzing performance, optimizing vehicle management and planning future interventions. Data is generated in standard formats such as CSV or Excel, allowing quick and simplified access to critical information. These exported files also facilitate collaboration between different stakeholders, ensuring transparency and informed decision-making.

By combining these import and export tools, intervention management becomes more fluid, precise and structured, promoting optimization of costs and resources.

Data Export: Interventions and Interventions with Part Details

The export of data relating to interventions is a strategic tool to optimize the management of vehicles, costs and service providers. It allows companies to centralize information, analyze performance and plan future interventions in a structured way. By generating files in standard formats such as CSV or Excel, this functionality guarantees quick and simplified access to critical data.

Table of Interventions:

The following columns allow comprehensive data management:

• System No.: Uniquely identifies each intervention to ensure perfect traceability.
• Description: Summarizes the purpose of the intervention, whether it is a specific repair, preventive maintenance, or a periodic check.
• vehicle: Identifies the vehicle concerned, facilitating the monitoring of interventions at fleet level.
• billing: Indicates whether the intervention has been invoiced, reinforcing control of expenses.
• System number (linked reference): Ensures a link with other elements or documents in the system.
• Start date: Mentions the start date of the intervention, essential for monitoring deadlines and planning tasks.
• Mileage: Records the vehicle's mileage at the time of the intervention, allowing wear and tear to be analyzed and future operations planned.
• Business: Identifies the service provider who carried out the intervention, facilitating comparative analyses.
• Labor amount including tax: Specifies the total cost of labor incurred for the intervention.
• Amount of parts excluding tax: Gives the total excluding taxes of the parts used.
• Amount including tax: Provides the total parts including taxes.
• Total amount including tax: Offers a summary view of overall expenses, including labor and parts.
• User: Mentions the person who recorded or validated the intervention, guaranteeing traceability.

Table of Interventions with Part Details:

The following additional information enriches the analysis:

• Part code: Unique identifier of each part used in the intervention.
• Part name: Precise designation of the part concerned.
• PU (Unit Price): Unit cost of each part before taxes or discounts.
• Quantity: Number of units consumed for each part.
• Unit: Unit of measurement (for example: unit, liter, kilogram).
• Amount of parts excluding tax: Total excluding taxes of parts, for each line.
• Amount including tax: Total all taxes included, parts, per item.
• Labor amount including tax: Total labor cost, adding an essential dimension to financial analysis.
• Total amount of parts including tax: Total part costs, grouped together.
• Total amount including tax: Overall cost of the intervention, including labor and parts.

In summary, this export functionality stands out as an essential tool for rigorous, transparent and strategic management of interventions, allowing companies to maximize their operational efficiency while minimizing costs and risks.

Mass import of interventions

Bulk import of work orders provides users with an efficient method to add multiple work orders simultaneously into the system using a preformatted file. This option is particularly advantageous for companies or establishments that manage a large number of interventions and wish to integrate them quickly and without errors.

By allowing you to download a file containing all the necessary information about each intervention, this functionality considerably simplifies the addition process. It reduces the time spent on manual data entry and ensures rapid updating of interventions in the system. This allows managers to focus on strategic tasks while ensuring operational data remains accurate and up-to-date.

This import method is intuitive and helps ensure that all interventions are added consistently and according to system standards. It promotes efficient and optimized management of all interventions, facilitating their monitoring and regular updating.

Step 1: Download and prepare the template file

Before you start importing, it is essential to download a template file specifically designed for this operation. This file contains predefined columns that must be respected to ensure a smooth and error-free import. Here's how to prepare the file:

• Download the template:

  The template file is available through the system interface. It contains all the columns essential for import.

• Respect the order of the columns:

  TEArequired fieldsare:

  • DI No.
  • System No.
  • Number
  • Start date
  • Quantity

• Prepare your file:

  • Complete each column completely and accurately.
  • Make sure there is only one value per cell.
  • Avoid blank lines in the middle of the file.
  • Check that the dates follow the expected format (dd/mm/yyyy).
  • Complete all required fields to avoid errors during import.

Step 2: Load the interventions file

Once the template file is properly prepared, you can proceed to load the data into the system.

• Select file:

  Click the button“Browse”to locate the template file on your computer, then select it.

• Start loading:

  Once the file is selected, click“Following”to start the data loading process. The system will analyze the file to detect any anomalies and prepare the information for validation.

• Data Summary:

  A summary table will be displayed on the screen, indicating the total number of rows and the rows ready to be imported. This step allows a first validation before going further.

Step 3: Verifying the imported data

After loading, a summary table detailing all the records in the file will be displayed. This step is essential to check the conformity of the data and correct any errors.

• Error checking:

  • The system will highlight detected errors, such as mandatory fields not filled in (DI No., System No., Start date, GoldQuantity) or incorrect formats (e.g. invalid date).
  • You will need to correct these errors before you can finalize the import.

• Validation of correct records:

  • Rows without errors will be marked ready for final import.
  • You can review key information for each intervention, such as:
    • Start date
    • Supplier
    • Labor amount excluding tax
    • Unit price including tax
    • Speaker name
    • Duration

Step 4: Finalize the import of interventions

Once all data is verified and corrected, you can finalize the import process.

• Click “Import”:

  Validate the addition of interventions in the system.

• Import confirmation:

  A confirmation message will appear on the screen, indicating that the import was successful. All data will be added correctly to the database.