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7 - How To Using DataLink to Import Task Checklists

This document provides instructions for MPulse Administrators on using DataLink to import Task Checklists into Maintenance Task Records. It outlines the necessary configurations, required fields for the import, and emphasizes the importance of backing up the MPulse Database before proceeding with the import. Additional resources for further guidance on using DataLink are also mentioned.

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5 views

7 - How To Using DataLink to Import Task Checklists

This document provides instructions for MPulse Administrators on using DataLink to import Task Checklists into Maintenance Task Records. It outlines the necessary configurations, required fields for the import, and emphasizes the importance of backing up the MPulse Database before proceeding with the import. Additional resources for further guidance on using DataLink are also mentioned.

Uploaded by

xbxhkz
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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How To: Using DataLink to Import Task Checklists

___________________

DESCRIPTION:

An MPulse Administrator is excited to make use of the new Task checklist feature that has been
added to Maintenance Task records and would like to use DataLink to update their existing
Maintenance Task Records in order to take advantage of this new feature.

This document assumes that DataLink Import/Export is already installed and configured to
connect with an instance of MPulse and that the user is already familiar with importing records
using DataLink. It is strongly recommended to take a backup of the MPulse Database before
importing with DataLink as all changes are permanent.

Please see the guide titled How To: Use MPulse DataLink to Import Records linked in Additional
Information section at the end of this guide for instructions regarding importing records using
DataLink and for more information about backing up an MPulse Database.

RESOLUTION:

Background

A Task Checklist is a collection of Steps to be performed by an MPulse user and must be


associated with an existing Maintenance Task Record. Checklists may be configured to require
the user complete all Steps in order to complete and/or save the Work Order Records to which
the associated Maintenance Task Record is linked.

Each Step must have a Step Label that describes the action to be performed and a Step Type
which determines what type of information the user must enter to complete the Step.

Data Connection Configuration

A user may import Task Checklists from Data Connections configured for use with Excel
Spreadsheets or Google Sheets.

A division of JDM Technology Group


PO Box 22906 Eugene OR 97402 541-302-6677 800-944-1796 Fax 541-302-6680 www.mpulsesoftware.com
Note: Please see the guide titled Video: Let’s Learn About Using Google Sheets with DataLink
linked in the Additional Information section at the end of this guide for instructions regarding
using Google Sheets with DataLink.

The following example shows the fields required available for importing Task Checklists and
each row represents an individual Step in a Checklist:

A) Task ID – The ID# of an existing Maintenance Task Record to associate this Task Checklist
i) Must not be blank
B) Task Checklist ID - The unique ID# of the Task Checklist
i) Must not be blank
C) Task Checklist Description - Human-readable description of the checklist
i) Required when importing new Task Checklists
ii) Optional when updating existing Task Checklists
iii) Maximum 50 characters
D) Step Type –Specifies the type of input the user must provide to complete the step
i) Must be one of the following: Checkbox, Currency, Date, List, Memo, Number, or String
E) Step Label – Used to describe the action to be performed for this Step
i) Must not be blank
F) Required Complete – Specifies whether all Steps must be performed to complete Work
Order Records to which the associated Maintenance Task Record is linked
i) Must be either True or False
ii) Should be consistent across all Steps within the same Task Checklist
G) Required Close – Specifies whether all Steps must be performed to close Work Order
Records to which the associated Maintenance Task Record is linked
i) Must be either True or False
ii) Should be consistent across all Steps within the same Task Checklist

A division of JDM Technology Group


PO Box 22906 Eugene OR 97402 541-302-6677 800-944-1796 Fax 541-302-6680 www.mpulsesoftware.com
Profile Configuration

1) Create a new DataLink Profile with Profile Type set to Import.


2) Create a new Data Connection using either the Excel or Google Sheets source type
3) Map relevant fields. In particular, the following fields need special attention:
a) Task ID – must be configured as the Unique Identifier:
i) Map to the appropriate column in Excel Spreadsheet or Google Sheet
ii) In Source Table, right click on Task Checklist ID then click Properties
iii) Check Set as Unique identifier

b) Task Checklist ID – must be configured as Linked Unique Identifier:


i) Map to the appropriate column in Excel Spreadsheet or Google Sheet
ii) In Source Table, right click on Task ID then click Properties
iii) Check Set as Linked Unique identifier

A division of JDM Technology Group


PO Box 22906 Eugene OR 97402 541-302-6677 800-944-1796 Fax 541-302-6680 www.mpulsesoftware.com
Execute Import

Before importing, it is strongly recommended to take a backup of the MPulse Database as there
is no “undo” button. Please see the guide titled How To: Use MPulse DataLink to Import
Records linked in Additional Information section at the end of this guide for more information
regarding backing up an MPulse Database.

1. Click on the Scheduling Tab


2. Select the Manual radio button

3. Click the button


4. Click yes to confirm that you acknowledge that the import is permanent and taking a
backup is recommended

5. Enter your password, then click to start the import.

6. Click OK to acknowledge that the Checklists have been imported successfully.

___________________
Additional Information:

How To: Use MPulse DataLink for Importing and Exporting


Video: Let’s Learn About Using Google Sheets with DataLink
Info: MPulse Software’s Hosted Backup Policy

A division of JDM Technology Group


PO Box 22906 Eugene OR 97402 541-302-6677 800-944-1796 Fax 541-302-6680 www.mpulsesoftware.com

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