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FM Platform – Update

New Importers to Update Existing Job Plans

 

From today, you can perform bulk updates to your existing asset and location job plans via CSV file. Updating plan information includes:

  1. Job parameters – such as plan name, job priority, job assignee etc..

  2. Plan frequency – change the frequency of an existing plan

  3. Plan costs – change future job costs using rates from rate-cards

Note: it is always advised to export the job plan data first and make modifications to the plan data to use for your update.

Note: it is also advised to perform any import on a small subset of data to check and validate your file is correct before executing larger data imports.

 

Update your Workforce App regularly for the latest enhancements and fixes.

 

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