Overview
Importing WO templates allows you and your team to set up procedural tasks, such as lock out tag outs and confined space permits, with ease.
This article will walk you through how to import WO templates into Limble.
(Note: you can also bulk import open work orders. Check out our article on bulk importing open tasks to learn more.)
Table of Contents
Getting Started
Import Steps
We'll cover each step in detail, but here's the steps of how to perform a bulk import of your WO templates:
Follow the steps in the import screen, first by downloading the sample import file.
Add data in the required fields and desired optional fields
Import your WO templates
Importing Requirements & Best Practices
You are limited to 100 WO templates per import. If you have more, be sure to split up your import spreadsheets and label them accordingly.
.csv and .xlsx files are the recommended file types for your upload. .xlsm files are not accepted by Limble.
Photos, documents, or other files cannot be bulk imported. You must upload those manually.
Be mindful of spelling and formatting mistakes. If something is formatted incorrectly in your spreadsheet, you’ll receive an error message about what went wrong, but checking for errors before you upload will save you any hassle.
Dates can be in one of the following formats: YYYY-MM-DD, MM-DD-YYYY, MM-DD-YY, or M-D-YY.
Download & Modify the Sample Import File
Now you're ready to modify the spreadsheet.
Navigate to the WO Templates screen. To do this, go to Locations > Select Your Location > Manage Work
On the Manage Work page, click “Start WO.”
From the pop-up, select “Don’t assign to an Asset.” Then, click “Select.”
From the Setup Work Order screen, select “WO Templates.”
Click the cloud icon from the toolbar.
You will be taken to a new window with a list of instructions.
Download the spreadsheet by clicking on Sample Import File.
(Note: Limble will recognize your file even if you decide to rename it. Feel free to change the file name to something you can easily find later!)
Once you've opened the spreadsheet, you're ready to edit.
Hovering over a column name will show you an explanation of what it’s for, and how you need to format the data to import properly.
The sample file includes sample data so you can see how to add information. Be sure to remove the sample data and enter your own information here.
Required Fields
The following fields are required, and the columns should not be moved or renamed:
The WO name is what your work order template will be called in the system.
Instruction 1; you need at least one instruction per WO template. By default, instructions are imported into Limble as a checkbox instruction unless syntax is used to create other instruction types.
Optional Fields
All other columns can be modified or removed. The following columns are included in Limble by default and are optional fields that can be edited or deleted:
WO Description and Custom Tags allows you to 1) add a description of what the WO is intended to accomplish and 2) associate existing custom tags with a WO.
Instruction 2 to 100 are additional instructions if a task has more than one instruction. You can include up to 100 instructions per WO template in a single import.
Should you choose to configure instructions in this spreadsheet, additional instructions can be added here by duplicating the Instruction 2 column and naming it Instruction 3, Instruction 4, etc.
Asset ID allows you to associate the asset with the WO template. Your asset IDs can be found by exporting your list of current assets or in the asset card.
(Note: optionally, you can use the asset name, but it is highly recommended to use the asset ID. Any spelling or grammatical errors may bypass the intended match in the system.)
Part ID lets Limble know which parts are needed for the task. Your part IDs can be found by exporting your list of current parts or in the part card.
(Note: optionally, you can use the part name, but it is highly recommended to use the part ID. Any spelling or grammatical errors may bypass the intended match in the system.)
Part Suggested Qty is how many parts you think will be needed to complete a task.
This will not make changes to your current part inventory. If you are interested in consistently adding tasks and changing your part inventory, talk to our support team about our API integrations.
Default Priority Level sets the default priority level for a WO. This can help your team decide which tasks need to be done first. If left blank, the task will be set to your default priority for all WOs.
Estimated Time (in minutes) is the estimated time it should take to complete the task. This needs to be entered in minutes; for example, a task that should take two hours to complete should be entered as 120 minutes.
Task Status Configuration allows you to determine how quickly a task will generate, become overdue, and become critically overdue from its due date. This is always calculated in days. For WO templates, you can configure any or all of the following options:
Task Status Configuration (Orange) - Orange task status allows you to configure the number of days after a task’s due date that the task will become overdue. This is always calculated in days.
Task Status Configuration (Red) - Red task status allows you to configure the number of days after a task’s due date that the task will become overdue critically. This is always calculated in days.
Be sure to format the number of days with a negative value. For example, if you enter a value of -1 in this field, the task will be considered overdue or critically overdue 1 day after its due date.
Import and Upload
Once you have included all of the necessary information, save your .csv file and import your file.
Navigate back to the WO Templates screen and click the cloud icon from the toolbar.
In the new window, select “Upload File.”
Then, select your file and click “Open.”
If your spreadsheet has any errors, Limble will define where those errors are and what you need to do to fix them.
If your import does not have any errors, Limble will list which templates you have successfully imported.
You have the option to:
Delete a newly imported WO template by clicking on the X icon
View a newly imported WO template by clicking on the template icon.
Once you are satisfied, click “Done” and exit the pop-up window. Your WO templates will now be in Limble!
Watch the Video Tutorial
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Still don’t see what you’re looking for? Check out our YouTube channel for more tips and tricks! You can also reach out to us anytime at support@limblecmms.com.