Using the Asset Meter Updates Page

The search bar and search filters are located at the top of the Meters Updates page. You can use the search bar to find meters based on information such as asset name, other asset details, and component details. You can use the filters to customize the list of meters that is displayed in the bulk update section of the Meters Updates page. To open the filters section, select the Expand button .

Note: The filter section may be open and the bulk update list filtered by Asset when the Meters Updates page opens.

The bulk update section at the bottom of the Meters Updates page displays a list of meters available for updates. The list can be filtered using the Search bar and search filters at the top of the page. The bulk update list may be filtered by Asset when the Meters Update page opens.

You can use the Auto Fill feature, at the top of the meters list, to update multiple meters that share the same meter reading and reading date. You can also save time by adding different meter reading updates in bulk. Select the meters on the list, enter your custom meter readings and reading dates, then select the Submit button.

The data import process allows you to upload meter reading updates for existing asset meters in GLOBAL. To add meter updates using the data import process, you will first download and complete the Meters Template spreadsheet, then import the completed 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 Meters Update spreadsheet:

1. To navigate to the Meters Updates page, select the link on one of the following pages:

   • the Assets list page.
   • the Meters Templates page.
   • the Meters and Conditions tab on an Assets detail page.

   The Meters Updates page opens. The filter section may be open and the bulk update list filtered by Asset when the Meters Updates page opens.

2. On the Meter Updates page, select the data import icon . The data import window opens.

3. Select Download Meters Template. An Excel file with information about the meters listed on the Meters Update page downloads to your computer.

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

4. Open the Excel file, then select Enable Editing.

5. Update the Reading and Date columns.

   Note: Rows that do not include Reading column or Reading Date column data will not be updated in GLOBAL

6. Save the file.

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.

To import the completed 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 Meters Updates page, select the link on one of the following pages:

   • the Assets list page.
   • the Meters Templates page.
   • the Meters and Conditions tab on an Assets detail page.
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 spreadsheet, and select Open.

5. In the Import from Template window, select Upload. The data is uploaded and appears on the Meters Updates page.

   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.