If you need to create multiple preventive maintenance events at once, you can import them in bulk using a CSV or XLSX file instead of creating each event manually.
Where to find it
Go to Settings and open the Data Management section. Click on the Planned Events card to get started. An instructional modal will appear to guide you through the process. Click Next to proceed to the import screen.
Preparing your file
Before uploading, make sure your file is formatted correctly. You can use either a CSV or XLSX file. Each row in the file represents one preventive maintenance event.
The following fields are required for every row:
Asset ID: Must match an existing asset in your Makula workspace
Event Name: The name of the maintenance event
Start Date: When the event is scheduled to begin. Start date must be in the future.
Frequency: Either
Nonefor a one-time event orRepeatfor a recurring oneAuto Create Days Before : How many days before the event a work order should be automatically created (must be a positive number)
Auto Create Unit: The unit for the above value:
Day,Week,Month, orYear
If you set Frequency to Repeat, two additional fields become required:
Repeat Every : A positive numeric value defining how often the event recurs
Repeat Unit : The unit for the repeat interval:
Day,Week,Month, orYear
The following fields are optional:
Event Description : Additional context or notes for the event
Procedure IDs : Comma-separated IDs of procedures to attach to the event. Each ID must correspond to an existing procedure in the system. Procedure Id can be found in the procedure detail tab.
Article Numbers : Comma-separated part numbers to associate with the event. Each article number must correspond to an existing part assigned to the same asset
Uploading your file
Once your file is ready, upload it in the import screen. The system will validate each row automatically and display clear error messages for any issues found, such as an Asset ID that does not exist, an invalid dropdown value, or a missing required field. You can correct errors directly in the import screen before finalising.
After the upload
Once validation passes and you confirm the import, a preventive maintenance event is created for each row in your file. Events are linked to their respective assets, and any procedures or parts included in the file are automatically attached.