Update Assets Excel Template

To update existing assets, select the Download Update Assets Template link to download the update assets spreadsheet.

Fields of Note: Parent Asset and New Parent Asset These fields determine from where in the Asset Tree the assets are being pulled and to where in the Asset Tree the assets will be moved. In order for the move to work, the parent assets listed in the spreadsheet must already exist in the system and must be entered correctly. By default, AssetWise Inspections has an overarching parent asset "All Assets" that can be used if necessary.

Note: For agencies that have an asset hierarchy with parent assets of the same name, a ">" character can be entered to specify which parent asset is being referenced.

Example: An agency has two counties set up in the following way:

County A	County B
Bridges	Bridges
Bridge1	Bridge2
Culverts	Culverts
Culvert1	Culvert2

When moving assets, entering "Bridges" or "Culverts" into the Current Parent Asset or New Parent Asset columns of the template will cause problems because both County A and County B contain those parent assets. To solve this issue, the admin can enter "County A > Bridges" into the desired parent column to specify exactly which asset to move and where.

Importing Fields

To import fields, select the Fields tab on the Bulk Import page. This feature is particularly useful during an agency's initial AssetWise Inspections setup because it allows the admin to avoid manually entering field information one by one on the Report Fields Configuration page.