Import/Export Interviews

Managing interview plans becomes more fluid and efficient thanks to mass import and export data functionalities.

Bulk import of interview plans allows users to quickly add multiple plans at once into the system using a preformatted file. This feature is ideal for businesses or organizations managing numerous maintenance plans, allowing them to quickly integrate data while minimizing errors. By reducing the time spent on manual entry, it guarantees consistent and accurate updating of information, while ensuring optimized management of maintenance operations. This intuitive method makes it possible to maintain a constantly updated and consistent maintenance database, thus facilitating the monitoring of actions and their regular updating.

Exporting interview plan data is a strategic tool for centralizing and analyzing all information related to scheduled interviews. The files generated, in CSV or Excel format, allow simplified management and an overview of upcoming maintenance, while providing transparency and better planning for future needs. This functionality facilitates analysis, proactive management and fleet monitoring, ensuring optimal resource management.

By combining these import and export tools, maintenance plan management becomes more structured, responsive and adapted to the maintenance needs of the fleet.

Mass import of interview plans

Bulk import of interview plans provides users with an efficient method of adding multiple plans simultaneously into the system, using a preformatted file. This option is particularly beneficial for companies or organizations managing a large number of maintenance plans, allowing them to integrate them quickly and without errors.

By allowing you to upload a file containing all the necessary information about each plan, this feature greatly simplifies the adding process. It reduces the time spent on manual data entry and ensures that available maintenance plans are quickly updated. This allows managers to focus on higher value-added tasks, while ensuring that maintenance data remains constantly updated and consistent.

This import method is simple to use and ensures that all plans are added consistently and according to system standards. It also promotes optimized management of all maintenance operations, facilitating their monitoring and regular updating.

Step 1: Download and prepare the template file

Before you begin importing, you must first download a template file designed specifically for this task. This file contains predefined columns that must be respected to ensure a smooth and error-free import. Here's how to prepare this file:

• Download the template:

  The model file is easily accessible through the interface. It contains all the columns needed for import.

• Respect the order of the columns:

  Each column in the file corresponds to specific data. Here are the fields included in the template:

  TEArequired fieldsare:

  • Name(MANDATORY)
  • Frequency(MANDATORY)
  • Frequency unit(MANDATORY)
  • Model
  • Fleet
  • Part code
  • Part name
  • Quantity
  • Unit
  • Attachment
  • Code
  • Operation level
  • User
  • Name
  • Frequency
  • Frequency unit

• Prepare your file:

  • Make sure each cell contains a single value.
  • Avoid blank lines in the middle of the file.
  • Complete all required fields for each line.
  • Make sure the data follows the expected format (e.g. frequencies must be numeric, units clearly defined).

Step 2: Load the interview plan file

Once the file is properly prepared, you can move on to the next step: loading the file 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 identify any anomalies and prepare the information for final verification.

• Data Summary:

  A summary will be displayed on the screen, indicating the total number of lines in the file as well as the number of lines ready for import. This step allows a first validation before going further.

Step 3: Verifying the imported data

After loading the file, a summary table will be displayed with all the lines from the file. At this stage, it is crucial to verify that all data is compliant.

• Error checking:

  • The system will highlight any potential errors, such as missing required fields (Name, Frequency, GoldFrequency unit) or incorrect data (for example, non-numeric frequency).
  • The errors identified will need to be corrected to allow the import.

• Validation of correct records:

  • Rows without errors will be marked ready for final import.
  • You can review key information for each plan, such as:
    • Name
    • Frequency
    • Frequency unit
    • Part code
    • Part name
    • Quantity
    • User

Step 4: Finalize the import of interview plans

Once all the data has been verified and corrected, you can proceed to the final import of the maintenance plans.

• Click “Import”:

  Validate the addition of maintenance plans in the system.

• Import confirmation:

  A confirmation message will appear to indicate that the import was successful and that all plans were added correctly.

Using this method, managers can efficiently integrate a large volume of maintenance plans while ensuring accuracy and consistency of information. This guarantees optimal maintenance management and effective monitoring of maintenance operations within the organization.

Data Export: Maintenance Plans

The export ofinterview plansconstitutes a strategic pillar to ensure proactive maintenance of vehicles and equipment, thus guaranteeing optimal fleet management. This functionality allows companies to centralize all information relating to scheduled maintenance, facilitating the analysis of future needs and monitoring of actions carried out. By generating files in common formats such as CSV or Excel, it ensures simplified data management while providing an overview of maintenance planning.

The exported data includes several columns allowing precise and exhaustive management of scheduled interviews:

• Name:The name or title of the maintenance plan, allowing the different types of planned interventions to be quickly identified.
• Frequency:The frequency of maintenance, whether monthly, quarterly, annual, or another defined interval. This information makes it possible to monitor and anticipate future maintenance.
• Unit:The unit of measurement associated with frequency, for example, kilometers or hours of use. This allows maintenance to be planned based on the most relevant parameters for each vehicle or equipment.
• Fleet:The designation of the fleet concerned by the maintenance plan, making it possible to manage several categories of equipment or vehicles.
• Models:Vehicle or equipment models specified for each maintenance, thus offering specific planning based on the technical characteristics of each unit.
• User:Identification of the person who recorded or validated the maintenance plan, guaranteeing traceability and appropriate monitoring of the actions carried out.

In summary, the export ofinterview plansrepresents a strategic lever for rigorous and proactive management of the fleet and equipment. It allows companies to effectively plan maintenance, optimize associated costs and improve the overall performance of vehicles and equipment. This functionality strengthens asset management, while ensuring complete traceability and increased visibility, essential to maintaining a fleet in excellent operating condition.