Creating checklists manually can be time-consuming, especially when you need to configure multiple maintenance, inspection, or safety checklists. The Checklist Import feature in Fogwing CMMS allows you to import multiple checklists in bulk using a CSV template, making the onboarding process faster and more efficient.
This article explains how to prepare the Checklist Import template and the guidelines for each field to ensure a successful import.
Step 1: Download the CSV Template
To begin, navigate to the Data Import section in Fogwing CMMS and download the Checklist Import CSV Template.
The template contains all the required fields for creating checklists. Using the provided template ensures your data is formatted correctly and helps avoid import errors.
Step 2: Fill in the Checklist Data
Open the downloaded CSV template and populate the checklist details. Each row represents a single checklist item, and multiple rows with the same Checklist Identifier will belong to the same checklist.
Below are the guidelines for each field.
1. Checklist Identifier
Description:
A unique identifier for the checklist.
Guidelines:
Enter a unique identifier for each checklist.
Only the special characters underscore (_) and hyphen (-) are allowed.
All checklist items belonging to the same checklist must use the same Checklist Identifier.
Example:
PM_AHU_001
2. Checklist Name
Description:
The name of the checklist.
Guidelines:
Enter a meaningful and descriptive name for the checklist.
The Checklist Name should remain the same for all checklist items belonging to the same checklist.
Example:
Monthly AHU Preventive Maintenance
3. Checklist Category
Description:
Specifies the maintenance category to which the checklist belongs.
Guidelines:
Select one of the following categories:
On Demand
Corrective
Preventive
Predictive
Breakdown
Inspection
Calibration
Safety
Ensure the category matches one of the supported values.
4. Asset Category
Description:
The asset category with which the checklist will be associated.
Guidelines:
Enter an existing Asset Category available in Fogwing CMMS.
If the category does not exist, specify a new category name to be created during the import.
Examples:
HVAC
Electrical
Utilities
Production Equipment
5. Checklist Item Code
Description:
A unique identifier for each checklist item.
Guidelines:
Enter a unique code for every checklist item.
Only the special characters underscore (_) and hyphen (-) are allowed.
Do not use spaces or other special characters.
Example:
CHK_ITEM_001
6. Checklist Description
Description:
The task or instruction to be performed during maintenance or inspection.
Guidelines:
Provide a clear and concise description of the checklist item.
The description should help technicians understand the activity to be performed.
Examples:
Check oil level.
Inspect belt tension.
Verify electrical connections.
Clean air filter.
7. Position
Description:
Defines the sequence in which checklist items will appear.
Guidelines:
Enter a numeric value representing the display order of the checklist item.
The numbering should start from 1 and continue sequentially.
Example:
Position | Checklist Item |
1 | Check oil level |
2 | Inspect electrical connections |
3 | Verify safety guard |
4 | Clean air filter |
Step 3: Save the File
After completing the template, save the file in CSV (.csv) format.
Before submitting the file, verify the following:
Each Checklist Identifier is unique.
Checklist Item Codes are unique.
The Checklist Category contains only supported values.
Asset Categories are entered correctly.
Position values are sequential within each checklist.
All mandatory fields are completed.
Step 4: Submit the File for Import
Once the CSV file is ready, send it to the Fogwing Support Team for validation and import into your Fogwing CMMS account.
Email the completed CSV file to your point of contact
The support team will review the file and let you know the next process.
Best Practices
Use descriptive Checklist Names that clearly indicate the purpose of the checklist.
Keep Checklist Identifiers and Checklist Item Codes unique and consistent.
Maintain sequential Position values for better readability.
Avoid duplicate checklist items within the same checklist.
Review the CSV file carefully before submission to minimize validation errors.
Ensure the Asset Category names are consistent with your asset hierarchy for easier checklist assignment.