Preservation Template

Create the Preservation Template Import Schema

Follow this step-by-step to create the Preservation Template Import Schema.

Step by Step — Create the Preservation Template Import Schema

  1. Query the Preservation Template Import Schema table.

  2. Copy and then paste the columns from the Preservation Template Import Schema table into a blank Excel Worksheet

    You cannot directly edit the queried table from step 1. New Preservation Plans need to be imported from an offline worksheet.

  3. In the blank worksheet, copy the Instance ID from the Checklist Template Class table to the Checklist Template Class ID column into the new worksheet, Preservation Import Template Schema.

  4. Add an Instance ID into the new worksheet, Preservation Template Import Schema

    The import does not create an Instance ID. To obtain Instance IDS, go to the Online GUID Generator and generate values based on the number of rows. These values remain permanently static.

Notable Columns in the Preservation Import Template Schema

Column Name Value Description
Template Name This is the NAME from the Checklist Template Class table.

Preservation Plan ID

 This can be anything you assign to this column name. It does not need to be a unique value.
Scheduled Value This is the unit of how many days, weeks, months, or years new Preservation Plans are created.
Scheduled Time Unit

This is the unit of reoccurrence. Acceptable values are Days, Weeks, Months, or Years.

The Schedule Value MUST be plural. For example, days not day.

Trigger Columns

Trigger columns represent different conditions that define whether a Preservation Plan is going to be created or not.

Trigger columns include the following:

  • element: Sub Type Trigger

  • element_tagdetails: Manufacturer Trigger

  • element_tagclassification: Preservation Pause Trigger

An example of this is shown in the screenshot below. For the Circulation Pump Sub-Type, if the physical location is Energized, for any manufacturer type (*) including blank, and preservation is not paused, the system creates this Preservation Plan. Provided that the triggers do not change, the system continues to make the Preservation Template, Preservation Oil R00, every six months.

The Pause Preservation trigger allows for a pause in the Preservation Plan. For example, a vendor may have taken the equipment off-site to work on it for a given period, for which that Preservation Plan can be paused. To create a pause in the preservation for a particular element, the Project Admin can Edit the element data field called Preservation Pause to Yes. See below screenshot.