This template lets you add or update operations (activities) inside work order templates that are linked to existing maintenance plans. Each operation represents a specific task within a larger work order, such as an inspection step, a lubrication activity, or a replacement procedure.
What Is It For
Use this template to:
Create new operations inside a work order template that is already linked to a plan
Update existing operations on a plan-linked work order template
Control which recurrence cycles each operation applies to
Set operation details: activity type, assigned team, planned working time, number of workers, assigned users, inventory items, procedures, and target asset
This template cannot create plans or work order templates. Both must already exist, and the work order template must already be linked to the plan.
Import and Export
This template supports both import and export.
Export downloads all operations currently configured on your plan-linked work order templates.
Import creates new operations or updates existing ones on plan-linked work order templates. Each row must reference an existing plan and a work order template already linked to it.
Export from import is available after a successful import and downloads the imported data in spreadsheet format.
Column Reference Table
Column | Required | Type | Allowed Values |
Id | No | Text | Existing operation template ID (for update). Leave empty to create. |
Plan Number | Yes | Number | Existing plan number (not finished) |
Recurrence Titles | No | Text list | Recurrence cycle names as defined on the plan, separated by commas. Empty = all cycles. A single dash (-) = no cycles. |
Work Order Template Name | Yes | Text | Name of a work order template already linked to the plan |
Title | Yes | Text | Name of the operation (activity) |
Activity Type | No | Dropdown | An existing activity type |
Number of Workers | No | Number | Positive integer |
Planned Working Time | No | Duration | Duration format as required by the platform |
Assigned Team | No | Text | One existing team name |
Assigned Emails | No | Text list | Existing user emails, separated by commas |
Inventory Items | No | Text list | Existing inventory item names, separated by commas |
Procedures Names | No | Text list | Existing procedure names, separated by commas |
Asset Path | No | Text | Full path in the asset tree |
Columns in Detail
Id The unique identifier of an existing operation template. Fill this to update a specific operation. Leave empty to create a new one.
Plan Number The number of the plan that contains the work order template. The plan must exist and must not be finished. Required for every row.
Recurrence Titles The names of the recurrence cycles on the plan that this operation should apply to. Use the exact cycle names as they appear in the plan (for example, 500h, 1000h). Separate multiple names with commas. Leave empty to apply the operation to all cycles. Enter a single dash (-) for no cycles.
Work Order Template Name The name of the work order template (already linked to the plan) where the operation will be added. Must match exactly as shown in the plan configuration. Required for every row.
Title The name of the operation or activity. Must be unique within the same work order template on the same plan when creating. Required for every row.
Activity Type The type of activity for this operation. Must be an existing activity type in your company. This is a dropdown field.
Number of Workers How many workers are needed to perform this operation. Must be a positive whole number.
Planned Working Time The estimated duration for this operation. Use the format required by the platform (for example, hours and minutes).
Assigned Team The name of the team responsible for executing this operation. Must be an existing team.
Assigned Emails The email addresses of specific users assigned to this operation. Must be existing users. Separate multiple values with commas.
Inventory Items The names of inventory items needed for this operation. Must be existing items. Separate multiple values with commas.
Procedures Names The names of procedures that should be followed during this operation. Must be existing procedures. Separate multiple values with commas.
Asset Path The full hierarchical path to the target asset for this operation. Must match exactly as shown in the asset tree.
Custom Fields
This template supports custom fields. If your company has custom fields configured for operation templates, additional columns will appear. Fill them following the format indicated in the column header or in the platform configuration.
Tips
Make sure the plan and the work order template are already linked before adding operations. Use the Plans V2 Work Order Template to link them first.
The Work Order Template Name must exactly match a template already linked to the specified plan.
Use the exact recurrence cycle names as defined on the plan.
Each operation Title must be unique within the same work order template on the same plan.
Verify that activity types, teams, users, inventory items, procedures, and assets exist before importing.
Run validation before importing large files.
Example Rows
Create a basic operation
Id | Plan Number | Recurrence Titles | Work Order Template Name | Title | Activity Type | Assigned Team |
1001 | Motor Check | Inspect bearings | Inspection | Mechanical Team |
Create an operation for specific cycles with inventory
Id | Plan Number | Recurrence Titles | Work Order Template Name | Title | Number of Workers | Planned Working Time | Inventory Items |
1001 | 500h, 1000h | Motor Check | Replace oil filter | 2 | 01:30 | Oil Filter Type A |
Update an existing operation
Id | Plan Number | Recurrence Titles | Work Order Template Name | Title | Assigned Emails |
op-456 | 1001 | Motor Check | Inspect bearings |
Operation with procedures and asset path
Id | Plan Number | Work Order Template Name | Title | Procedures Names | Asset Path |
1002 | Pump Inspection | Check seals | Seal Inspection Procedure | Factory/Pump Station/Pump 1 |
Frequently Asked Questions
Can I create a plan or a work order template with this template? No. Use the Plans V2 template to create plans and the Plans V2 Work Order Template to link work order templates. Only then can you add operations with this template.
What happens if the work order template is not linked to the plan? The import will fail for that row. Make sure to link the work order template to the plan first.
What happens if I leave Recurrence Titles empty? The operation applies to all recurrence cycles defined on the plan.
Can I have two operations with the same name? Not within the same work order template on the same plan. Each Title must be unique in that context.
What format should I use for Planned Working Time? Use the duration format required by your platform, typically hours and minutes (for example, 01:30 for one hour and thirty minutes).
If you have questions, contact support or refer to the platform documentation.