If you use a testing machine or dedicated testing software, you can save yourself time by importing inspection results to Current RMS.
Need a refresher on recording results? See: How does Testing & Inspection work in Current RMS?
Export from your tester
Look for an option to export results to a CSV spreadsheet in your testing software.
Make sure that your exported data includes the asset number and test results.
Prep data for import
When you import to Current, you can choose how columns on your CSV file map up to fields in Current RMS. It’s good practice to review your data to check that it’s suitable for import.
Example inspection results template
Before you begin, we recommend grabbing an example template from your own system by heading to System Setup > Export Data and choosing “Inspection Result.”
The exported CSV file will have any existing test results on, so you can get a feel for the data. It will also include column headings for all of your test tasks.
In order to import, make sure that your CSV file has these columns:
- Asset number
- Inspection name
- Passed? (Yes or No)
- Inspected at (date)
If you don’t have these on your spreadsheet, add columns for them.
You can import test tasks in additional columns, but these aren’t mandatory.
- Remove any assets that you’ve tested that aren’t in Current RMS. For example, you might test your office microwave or TV – remove these from your CSV file.
- Check the “Passed?” column. We use
Nofor passed and failed. Your test software may use different terms. Use find and replace to change if you need to.
- The “Tested At” date should match how dates and times are displayed in Current RMS in your region. E.g. for our US customers, that’ll be
12-25-2021 09:00 PM; for folks in other regions, it’ll be
- Make sure that your asset numbers look correct. Sometimes spreadsheet apps can strip leading zeros or misinterpret asset numbers as formulae.
- Save as a CSV file with UTF-8 (Unicode) encoding. Your spreadsheet app might want to save your edited CSV as an Excel or Numbers file, so be sure to check.
- Each inspection for an asset should be on its own row. If you’ve done more than one test against an asset, create a row for each inspection.
Import test tasks
Test tasks are additional results that you store, for example electrical test results or weights. Create columns for these.
Different inspections might have different test tasks. Create columns for all test tasks that you’re importing.
Where a test task doesn’t apply to an inspection, leave the cell blank.
For example, some assets might pass or fail with a simple “Powers On?” test task where others pass or fail with electrical safety tests. In this case, I’d create a spreadsheet with all of the columns that I need.
In this example, the blue column is the test task for “Visual Check” and the yellow columns are the test tasks for “PAT.”
Import to Current
When you’ve prepped your data and you’re happy, go to System Setup > Import Data. Choose “Inspection Result” from the drop-down.
Browse for your CSV file and choose the correct delimiter.
Map columns and import as normal. Not familiar with importing data? See: Import data.
Can I import attachments?
No. CSV files are simple text files, so they can’t include rich data like pictures or other files. Most testing software won’t include attachments in their exports.
You may add attachments after you’ve imported your results. See: Work with asset test results