Import Data and Use Scan, Step by Step

Import

1. 01Choose a narrow import goal. Start with one facility or one useful set of records. Clear headers and stable asset tags or serial numbers produce better matches.
2. 02Drop the file. Open Imports, choose a CSV or Excel file, and leave the page open while Rivolq reads it. The workspace updates itself as parsing finishes.
3. 03Read what Rivolq found. Confirm the summary of assets, maintenance schedules, vendors, and parts. If it looks wrong, use Check the column mapping or Browse every row.
4. 04Answer the open questions. Resolve facility, duplicate, uncertain-column, fixable-value, and attention questions. Use the detailed row and duplicate views only when the question card does not give enough context. The questions are explained in review and troubleshoot an import.

Confirm and add

1. 01Confirm the write. Read the final sentence describing exactly what will be created or updated. The Add to Rivolq button remains blocked until required questions are resolved.
2. 02Add to Rivolq. Press Add to Rivolq once the summary matches your intent. Nothing is written before that action. Wait for the progress view and the completed result.
3. 03Check the result. Open several imported records, review failures or exclusions, and keep the source file. The import remains the grouping point for what it created.

Scan and label

1. 01Prepare assets for scanning. Confirm that each asset exists once and has the right facility, location, name, and label. Print QR labels only after that check.
2. 02Test the labels. Scan a sample in the field. Each label should open the intended asset and give the technician the correct work and history context.

Once labels are in place, scanning assets covers how technicians use them day to day.