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Version 1.0
Created: 18 June 2024
Updated: 18 June 2024

How do I Import New Asset(s)?

  1. At the desktop site’s navigation bar, go to Import > Asset Import.
    Import Asset(s) Here: https://system.caction.com/AssetImport/assetExcelImport

    Import Asset Step 1

    *Note: You must have access to Import menu to perform this action. Please request permission or help from your admin if you do not have access to the menu.

  2. Select for the asset category that you want to import.

    Import Asset Step 2


  3. Download this file and refer to the Customer and Project sequence number.

    Import Asset Step 3


    This is the sample of Customer and Project sequence number Excel file.

    Import Asset Step 3a


  4. Click “DOWNLOAD EXCEL TEMPLATE”.

    Import Asset Step 4


  5. The “EXCEL TEMPLATE” file has 3 sheets: “Worksheet”,”Details”, and “Status Info”.

    Sheet Usage
    Worksheet Enter the aseet details in this page.
    Details Reference for customer details.
    Status Info Reference for the asset’s warranty type.

    Worksheet:

    Import Asset Step 5


    Details:

    Import Asset Step 5a


    Status Info:

    Import Asset Step 5b


  6. Fill out the details of the new Asset. Available column fields may differ depending on your company’s system setup.
    a. The details include:
    • Serial No
    • Status
    • Warranty
    • Model
    • Remarks
    • Company
    • Customer
    • Project Seq No

    Import Asset Step 6


  7. Make sure all the information of the asset is correct and save the file.

    Import Asset Step 7


  8. Go back to the asset import page and choose the correct file by clicking “Choose File” to import.

    Import Asset Step 8

    *Note: Make sure select for the correct Asset Category.

  9. Make sure the file uploaded is correct.

    Import Asset Step 9


  10. Click on the “Submit” button.

    Import Asset Step 10


  11. Click “Yes” to insert data.

    Import Asset Step 11


  12. Your Assets are successfully added when the “Uploaded successfully” prompt appears.

    Import Asset Step 12





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