Import work orders

Select, convert, and export work orders from an InfoAsset Planner project, and then import them as tasks in Info360 Asset.


00:03

You can export work orders from InfoAsset Planner and then import them as work tasks in Info360 Asset.

00:11

Work orders contain records for work to be completed

00:14

or work already completed on different facilities and assets in the InfoAsset Planner project database.

00:21

Work order tables can be found in two tables in InfoAsset Planner:

00:26

IMIC_WOWorkOrder contains the work order information,

00:31

And IMIC_WOAsset contains the asset information.

00:35

Open your InfoAsset Planner project in ArcMap.

00:39

You can find these two tables in the Catalog pane.

00:43

In the Table of Contents, expand the InfoAsset Planner database.

00:48

In this example, the model is called FinishedProjectDB.gdb.

00:54

In the Catalog pane, locate and select IMIC_WOWordOrder and IMIC_WOAsset,

01:02

then drag and drop them into the Table of Contents.

01:05

You can join the data in these tables to make it easier to export.

01:10

Joining data is typically used to append the fields of one table to those of another through an attribute or field common to both tables.

01:18

In the Table of Contents, right-click IMIC_WOWordOrder, and select Joins and Relates > Join.

01:27

Now, follow the steps in the Join Data dialog:

01:31

Step 1: Set the field that the join will be based on to ID.

01:36

Step 2: Set the table to join to IMIC_WOAsset.

01:42

Step 3: Set the field in the table to base the join on to Work Order ID.

01:48

Click OK to perform the join operation.

01:51

Right-click IMIC_WOWordOrder again, and select Open to open the table.

01:57

The actual export from ArcMap is a three-step process to convert the table to the CSV format required for an Info360 Asset import.

02:07

To start the export, right-click IMIC_WOWordOrder, and select Data > Export.

02:16

In the Export Data dialog, click to select the file location.

02:21

In the Saving Data dialog, set the Save as type to dBASE Table.

02:26

Add a name for the export, such as “WorkOrderDataforInfo360Asset.dbf”, then click Save.

02:34

The second part of the export is to convert this DBF file to an Excel-compatible file.

02:40

For this, you can use the conversion tools built into ArcMap.

02:45

Open the Arc toolbox, and select Conversion Tools > Excel > Table to Excel.

02:54

Set the Input Table to your DBF file that you just created.

02:59

For the Output Excel File section, choose a file location, and then add a name for the XLS file, such as “dataforInfo360Asset”.

03:09

Click Save, and then OK.

03:12

As a final step, open the XLS file in Excel, and then save it as a CSV with the same name.

03:19

You are now ready to import this work order table into Info360 Asset.

03:25

In Info360 Asset, switch to the Task tab, and then click Add Task Type.

03:31

Add a Task Type Name, such as “Work Orders from IAP”.

03:36

For this example, set the System Type to Sanitary Sewer and the Related Asset Type to Pipe.

03:44

Click in the Drag and drop files here box to open your file browser.

03:48

Navigate to and select your CSV file, and then click Open.

03:54

Next, you can map the fields in your Source CSV file to Target fields in Info360 Asset.

04:01

Map any fields that you want to see and use in Info360 Asset.

04:06

Mandatory fields are listed at the top of the mapping table.

04:10

For certain fields, make sure to select the option with the asterisk in the Target Field list:

04:16

Select the Facility ID source, and map the Target field to Asset ID.

04:23

Select the ActualFinishDate, and map the Target field to Completed Date.

04:30

For this one, you also need to select a date format.

04:34

Set it to MMDDYY.

04:38

Select the WorkOrderID, and map the Target Field to Task ID.

04:45

Select the ProjectStartDate, and map the Target Field to Scheduled Date.

04:51

Set the Date Format to MMDDYY.

04:56

If you have no other fields to map, click Create.

05:01

Once completed, you can see the Work Orders from IAP task in your task list.

05:06

These records are now ready to be tracked or used in risk models in Info360 Asset.

Video transcript

00:03

You can export work orders from InfoAsset Planner and then import them as work tasks in Info360 Asset.

00:11

Work orders contain records for work to be completed

00:14

or work already completed on different facilities and assets in the InfoAsset Planner project database.

00:21

Work order tables can be found in two tables in InfoAsset Planner:

00:26

IMIC_WOWorkOrder contains the work order information,

00:31

And IMIC_WOAsset contains the asset information.

00:35

Open your InfoAsset Planner project in ArcMap.

00:39

You can find these two tables in the Catalog pane.

00:43

In the Table of Contents, expand the InfoAsset Planner database.

00:48

In this example, the model is called FinishedProjectDB.gdb.

00:54

In the Catalog pane, locate and select IMIC_WOWordOrder and IMIC_WOAsset,

01:02

then drag and drop them into the Table of Contents.

01:05

You can join the data in these tables to make it easier to export.

01:10

Joining data is typically used to append the fields of one table to those of another through an attribute or field common to both tables.

01:18

In the Table of Contents, right-click IMIC_WOWordOrder, and select Joins and Relates > Join.

01:27

Now, follow the steps in the Join Data dialog:

01:31

Step 1: Set the field that the join will be based on to ID.

01:36

Step 2: Set the table to join to IMIC_WOAsset.

01:42

Step 3: Set the field in the table to base the join on to Work Order ID.

01:48

Click OK to perform the join operation.

01:51

Right-click IMIC_WOWordOrder again, and select Open to open the table.

01:57

The actual export from ArcMap is a three-step process to convert the table to the CSV format required for an Info360 Asset import.

02:07

To start the export, right-click IMIC_WOWordOrder, and select Data > Export.

02:16

In the Export Data dialog, click to select the file location.

02:21

In the Saving Data dialog, set the Save as type to dBASE Table.

02:26

Add a name for the export, such as “WorkOrderDataforInfo360Asset.dbf”, then click Save.

02:34

The second part of the export is to convert this DBF file to an Excel-compatible file.

02:40

For this, you can use the conversion tools built into ArcMap.

02:45

Open the Arc toolbox, and select Conversion Tools > Excel > Table to Excel.

02:54

Set the Input Table to your DBF file that you just created.

02:59

For the Output Excel File section, choose a file location, and then add a name for the XLS file, such as “dataforInfo360Asset”.

03:09

Click Save, and then OK.

03:12

As a final step, open the XLS file in Excel, and then save it as a CSV with the same name.

03:19

You are now ready to import this work order table into Info360 Asset.

03:25

In Info360 Asset, switch to the Task tab, and then click Add Task Type.

03:31

Add a Task Type Name, such as “Work Orders from IAP”.

03:36

For this example, set the System Type to Sanitary Sewer and the Related Asset Type to Pipe.

03:44

Click in the Drag and drop files here box to open your file browser.

03:48

Navigate to and select your CSV file, and then click Open.

03:54

Next, you can map the fields in your Source CSV file to Target fields in Info360 Asset.

04:01

Map any fields that you want to see and use in Info360 Asset.

04:06

Mandatory fields are listed at the top of the mapping table.

04:10

For certain fields, make sure to select the option with the asterisk in the Target Field list:

04:16

Select the Facility ID source, and map the Target field to Asset ID.

04:23

Select the ActualFinishDate, and map the Target field to Completed Date.

04:30

For this one, you also need to select a date format.

04:34

Set it to MMDDYY.

04:38

Select the WorkOrderID, and map the Target Field to Task ID.

04:45

Select the ProjectStartDate, and map the Target Field to Scheduled Date.

04:51

Set the Date Format to MMDDYY.

04:56

If you have no other fields to map, click Create.

05:01

Once completed, you can see the Work Orders from IAP task in your task list.

05:06

These records are now ready to be tracked or used in risk models in Info360 Asset.

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