Importing Templates into the Client Web Application

User Guides / Web Application Overview / Importing Templates into the Client Web Application

There are a couple ways to import work instruction that has already been created into the Client Web Application. Outlined below shows these different ways and includes important tips to be mindful of when importing work instruction.

Import ZIP Files on the Template page

The Manifest Client Web Application allows the ability to download a ZIP template from the templates page. Once this zip file is downloaded you can upload it into another domain or docker instance. This feature is commonly used when a client has a hosted version of Manifest and now wants to transfer template data over into their on-premise instance of Manifest. This feature and capability allows to cut down on the duplicative work.

Steps to Import via ZIP Files:

  • Go to the Template Page in the Client Web Application
  • Select the “Import Template” dropdown
  • Select Import from Zip
  • Select the ZIP file that was Exported from your computer to import to the domain
  • User will be prompted with an “Import Content” modal followed by an “Unzipping Content” modal.  Please be patient in the uploading process.
  • User will be prompted with an “Import Content” modal [Shown Below]
    • IF there is a possible match on Make/Model for the Asset Class that is being imported, user will be prompted to upload the template to the existing Asset Class that *might* already exist
    • IF there is no match on Asset Class Make / Model fields then the template will be imported and an new Asset Class will be created
  • User will also be prompted to Search any other Asset Class and potentially assign the Template being imported to another Asset Class
  • User will also have the ability to “Create a New Asset Class” that will simply create the Asset Class that is included in the Zip file.
  • Select +Import
  • Template will successfully import and drop into Template DRAFT status

There are some important considerations when uploading a template via ZIP that will need to be accounted for.

  • Uploading a template via ZIP DOES NOT create a Location. A location will need to be created and/or associated.
  • Uploading a template via ZIP DOES NOT create an Asset.  An Asset will need to be created.
  • Uploading a template via ZIP where an Asset Class may match with Make / Model will append the Asset Class with any Models, Manuals, Meters, etc. that were not originally associated to that Asset Class

Import XLS on the Templates page

The Manifest Client Web Application allows the ability to upload an XLSX file that easily allows an user to pre-author a Template by populating the template with all the associated step titles. The XLSX file also allows to upload any associated “Text Notes” that are part of each step.

Steps to import an XLSX:

  • Go to the Template Page in the Client Web Application
  • Select the “Import Template” dropdown
  • Select “Import from XLSX”
    • A pop-up modal will appear and provide instructions to either:
      • Download a Sample Table that provide instruction on how to populate the XLSX document for the import to be successful OR
      • If you already have a file to upload in the appropriate format, select the Template Title and associated Asset Class
        • If the Asset Class hasn’t already been created then the User will have to go and create the Asset Class from the Asset Class page
    • Select “Upload File” and select the file once it’s populated
    • Select Upload
    • Once impot is complete you will be dropped into the Template “Edit” mode in “Draft” status where you can continue to authoring the template.

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