How to add assets using the DMU

Modified on Tue, 3 Mar at 1:20 AM

Pre-requisites to add new assets:  

  1. You must be a Reserve Administrator with the rights to manage assets
  2. Download the DMU
  3. Have the completed Add Asset template with your data, ready for upload. Refer to this article for more detailed instructions.
  4. An existing location and floors (Create these in the Reserve UI)

Steps

1. Log in to the DMU

2. Select ASSETS

3. Select ADD NEW ASSETS

4. Select UPLOAD NEW ASSETS. A File Explorer window will display.

5. From the File Explorer pop-up window, select the file to upload. and click open

6. Your file will begin to process as shown in the indicator. This means that the data has stared uploading to Reserve.

7. Once the indicator shows a 100% complete status, go to your File Explorer to check the DMU reports. First. go to the file path for your Data Management Utility. This can usually be found in your DOCUMENTS > AGILQUEST > DATA MANAGEMENT UTILITY file path.

Open the ADD NEW ASSETS REPORTS folder

8. Look for the most recent report and open the file

9. Validate that the data was successfully loaded. Each record will appear on the report and will show a SUCCESS or FAILURE indicator. Failures will indicate the reason so you can make the correction on the ADD ASSET template before attempting to reload it again.

 

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