Adding Services

Users with Maintenance Manager or Maintenance Admin user roles can add Service records to GLOBAL. GLOBAL allows you to add as much detail as you need to each Service record. There are three ways to add Services to GLOBAL:

• Add Multiple Services using the data import process.
• Add a Single Service using the New Service form.
• Add a Service on the Fly while completing other tasks in GLOBAL, such as while entering a work order.

Adding Multiple Services

You can use the data import process to add multiple Services simultaneously. This allows you to upload large numbers of detailed Service records quickly. To add multiple Services using thedata import process you will first download and complete the Services Template spreadsheet, then import the spreadsheet to GLOBAL. You can continue working in GLOBAL while data is being imported or exported and receive notifications in GLOBAL and via email when the import or export is complete.

To download and complete the Services Template:

1. To navigate to the Services page, select Administration from the left navigation menu, then select Services. The Administration > Services page opens.
2. Select the data import icon . The data import window opens.

3. Select Download Services Template. The Excel file named Administration.xlsx downloads to your computer.

   Note: Data export times are approximately one minute for each 25,000 records exported.

4. Open Administration.xlsx, then select Enable Editing. At the bottom of the page select the Services sheet. Enter the Service information in the columns on the spreadsheet. Columns marked with an asterisk are required.

Note: Information added to the Description column of the Services spreadsheet will automatically be added to the Description field when the Service is selected on Work Orders, Tasks, and Service Requests.

Note: Most fields in GLOBAL are limited to 50 characters, with the exception of Description fields. If your completed data import template includes more than 50 characters in any one of these fields, the data import upload will fail.

5. Save the file.

To import the completed Administration Template:

Note: It is recommended that the data import include Site data and that the data import process take place when the user is logged into the Root Site.

1. To navigate to the Services page select Administration from the left navigation menu, then select Services. The Administration > Services page opens.
2. Select the data import icon . The data import window opens.
3. Select Import from Template. The Import from Template window opens.
4. Select Choose File, navigate to the completed Administration Template and select Open.

5. In the Import from Template window, select Upload. The Administration > Services page refreshes and the new Services appear in the Services list.

   Note: Data import times are approximately one minute for each 1,000 records imported.

Note: Data categories and items are not available to users while the categories and items are being imported to GLOBAL. For example, users are not able to access the Assets page or add Assets to tasks while Asset data is being imported to GLOBAL. Users see a progress bar on these pages that lets them know when the import process is complete.

Adding a Single Service

1. To navigate to the Services page select Administration from the left navigation menu, then select Services. The Administration > Services page opens.
2. Select the New Service button. The Administration > Services > New page opens.

3. Enter the appropriate information in the fields on the form. Only fields marked with an asterisk are required.

   Note: Information added to the Description field of the New Service form will automatically be added to the Description field when the Service is selected on Work Orders, Tasks, and Service Requests.

4. Select Save. The Administration > Services > Service Name page opens. The Service has been added to GLOBAL.

Adding a Service on the Fly

The on the fly feature allows you to add Services to GLOBAL while completing other tasks without interrupting workflow. Users with Maintenance Manager or Maintenance Admin user roles can add Services while working on the following forms:

• Work orders
• PMs
• Tasks

New Service records added on the fly include some basic information based on your site's default GLOBAL settings. You can add or edit this information later by choosing the Service on the Services page. To add a Service on the fly:

1. While working on a work order, PM, or task, select the Service field.
2. Enter the name of the Service.

3. Select Add New. The Service is added to the form and the name you entered is added to the Services list.

4. Continue to work on the work order, PM, or task as needed.