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4.2 Example 1: Maintenance Data Is Present in Different Worksheets

Figures 25 to 28 show the maintenance data present in the source file, which spans across four different worksheets: Maintenance Actions, Maintenance Tasks, Maintenance Personnel, Maintenance Items.

Figure 25 (Maintenance Actions worksheet) columns: Parent Item Name, Parent Item Number, Name, Maintenance Action ID, Active?, Description, Maintenance Type, Location, Inspection Interval (hrs), Maintenance Interval (hrs). Sample row: Coupling | A101 | CBM Action | 001 | Yes | Action description | Condition-based - Repair | field | 100 | 35087.

Figure 26 (Maintenance Tasks worksheet) columns: Parent Maintenance Action Name, Parent Maintenance Action ID, Task Name, Task ID, Activity Type, Downtime?, Duration (hrs). Sample rows: CBM Action | 001 | Maintenance Task 7 | MT7 | Maintenance | Yes | 7; CBM Action | 001 | Maintenance Task 8 | MT8 | Maintenance | Yes | 8; CBM Action | 001 | Maintenance Task 9 | MT9 | Maintenance | Yes | 9; CBM Action | 001 | Inspection Task 7 | IT7 | Inspection | Yes | 7.

Figure 27 (Maintenance Personnel worksheet) columns: Maintenance Task Name, Maintenance Task ID, Personnel Name, Personnel ID, Quantity, Rate. Sample rows: Maintenance Task 7 | MT7 | Maintenance Personnel 7 | MP7 | 7 | 850; Maintenance Task 7 | MT7 | Maintenance Personnel 8 | MP8 | 7 | 850; Inspection Task 7 | IT7 | Inspection Personnel 7 | IP7 | 7 | 850.

Figure 28 (Maintenance Items worksheet) columns: Maintenance Action Name, Maintenance Action ID, Maintenance Equipment/Consumable Name, Maintenance Item ID, Activity Type, Quantity, Unit Cost. Sample rows: CBM Action | 001 | Maintenance Consumable 7 | MI7 | Maintenance | 7 | 850; CBM Action | 001 | Maintenance Consumable 8 | MI8 | Maintenance | 7 | 850; CBM Action | 001 | Inspection Consumable 7 | II7 | Inspection | 7 | 850.

4.2.1 Step 5: Complete the Mapping in Action Tab

4.2.1.1 Step 5a: Fill in the Worksheet Name

The purpose of filling in the name of the Worksheet is for MADE to know from which worksheet the data will be pulled. This field is case sensitive.

To complete: Select Action tab, enter Worksheet name (= "Maintenance Actions").

4.2.1.2 Step 5b: Set the Number of Header Rows

For this example, Header rows is 1.

4.2.1.3 Step 5c: Define Action Mapping

Table 5: Properties in Action tab

MADE Property Type Comment
Parent Item Number Text
* Name Text Mandatory mapping
* Maintenance Action ID Text Mandatory mapping
Active? Boolean Requires validation. Define custom type if required.
Description Text
Inspection Interval (hrs) Numeric
Location Maintenance Location Requires validation. Define custom type if required.
Maintenance Interval (hrs) Numeric
Maintenance Type Maintenance Type Requires validation. Define custom type if required.

Mapping Rules

  • Enter the column header name from the source file in Name column. This is optional, but if entered, it must match with the respective column header name in the source file.
  • Properties (Name and Maintenance Action ID) must be mapped.

Mapping process (Figures 30-32): Column A "Parent Item Name" does not match any MADE property in the Action tab, so it is mapped to Ignored. Column B "Parent Item Number" maps to "Parent Item Number". Continuing the process for all columns yields the complete mapping (Figure 32):

Column Name MADE Property Type Validation
A Parent Item Name Ignored N/A N/A
B Parent Item Number Parent Item Number Text N/A
C Name Name Text Non-empty
D Maintenance Action ID Maintenance Action ID Text Non-empty
E Active? Active? Boolean Default
F Description Description Text N/A
G Maintenance Type Maintenance Type Maintenance Type Default
H Location Location Maintenance Location Default
I Inspection Interval (hrs) Inspection Interval (hrs) Numeric N/A
J Maintenance Interval (h... Maintenance Interval (h... Numeric N/A

Note: The software sets the validator for properties such as Active?, Maintenance Type, and Location to Default. Users can define their own terminology as in the source file by clicking in the corresponding cell in the Validation column, then clicking on Custom to open a dialog and define the terminology.

Figure 34 ("Ability to define custom terminology") shows the "Location custom validator" dialog: "Define the custom mapping of input values to valid values of the Maintenance Location property." A table with MADE Value column (Field, Local Depot, Remote Depot, each expandable) and a "Valid Input" column where the user enters the exact terminology used in their source file for each MADE value.

4.2.2 Step 6: Complete the Mapping in Tasks Tab

Step 6a & 6b: Worksheet and Header Rows

Select Tasks tab, enter Worksheet name (= "Maintenance Tasks"). Header rows = 1.

Step 6c: Define Tasks Mapping

Table 6: Properties in Tasks tab

MADE Property Type Comment
* Maintenance Action ID Text Mandatory mapping
* Task ID Text Mandatory mapping
* Name Text Mandatory mapping
Activity Type Maintenance Activity Type Requires validation. Define custom type if required.
Downtime? Boolean Requires validation. Define custom type if required.
Duration (hrs) Numeric

Mapping Rules

  • Enter the column header name from the source file in Name column (optional, but must match if entered).
  • Properties (Maintenance Action ID, Task ID, and Name) must be mapped.

Column A "Parent Maintenance Action Name" does not match any MADE property in the Tasks tab, so it is mapped to Ignored. Column B "Parent Maintenance Action ID" maps to "Maintenance Action ID". Continuing the process (Figure 38, "Complete mapping in Tasks tab"):

Column Name MADE Property Type Validation
A Parent Maintenance Action Name Ignored N/A N/A
B Parent Maintenance Action ID Maintenance Action ID Text N/A
C Task Name Name Text Non-empty
D Task ID Task ID Text Non-empty
E Activity Type Activity Type Maintenance Activity Type Default
F Downtime? Downtime? Boolean Default
G Duration (hrs) Duration (hrs) Numeric N/A

Note: The software sets the validator for properties such as Activity Type and Downtime? to Default. Users can define their own terminology as in the source file by clicking in the corresponding cell in the Validation column, then clicking on Custom to open a dialog and define the terminology.

4.2.3 Step 7: Complete the Mapping in Personnel Tab

Step 7a & 7b: Worksheet and Header Rows

Select Personnel tab, enter Worksheet name (= "Maintenance Personnel"). Header rows = 1.

Step 7c: Define Personnel Mapping

Table 7: Properties in the Personnel tab

MADE Property Type Comment
* Maintenance Task ID Text Mandatory mapping
* Name Text Mandatory mapping
* Personnel ID Text Mandatory mapping
Quantity Numeric
Rate Numeric

Mapping Rules

  • Enter the column header name from the source file in Name column (optional, but must match if entered).
  • Properties (Maintenance Task ID, Name, and Personnel ID) must be mapped.

Column A "Maintenance Task Name" does not match any MADE property in the Personnel tab, so it is mapped to Ignored. Column B "Maintenance Task ID" maps to "Maintenance Task ID". Continuing the process (Figure 42, "Complete mapping in Personnel tab"):

Column Name MADE Property Type Validation
A Maintenance Task Name Ignored N/A N/A
B Maintenance Task ID Maintenance Task ID Text N/A
C Personnel Name Name Text Non-empty
D Personnel ID Personnel ID Text Non-empty
E Quantity Quantity Numeric N/A
F Rate Rate Numeric N/A

4.2.4 Step 8: Complete the Mapping in Items Tab

Step 8a & 8b: Worksheet and Header Rows

Select Items tab, enter Worksheet name (= "Maintenance Items"). Header rows = 1.

Step 8c: Define Items Mapping

Table 8: Properties in Items tab

MADE Property Type Comment
* Maintenance Action ID Text Mandatory mapping
* Name Text Mandatory mapping
Item ID Text
Activity Type Maintenance Activity Type Requires validation. Define custom type if required.
Quantity Numeric
Unit Cost Numeric

Mapping Rules

  • Enter the column header name from the source file in Name column (optional, but must match if entered).
  • Properties (Name and Maintenance Action ID) must be mapped.

Column A "Maintenance Action name" does not match any MADE property in the Items tab, so it is mapped to Ignored. Column B "Maintenance Action ID" maps to "Maintenance Action ID". Continuing the process (Figure 46, "Complete mapping in Items tab"):

Column Name MADE Property Type Validation
A Maintenance Action name Ignored N/A N/A
B Maintenance Action ID Maintenance Action ID Text N/A
C Maintenance Equipment/ Consumable Name Name Text Non-empty
D Maintenance Item ID Item ID Text Non-empty
E Activity Type Activity Type Maintenance Activity Type Default
F Quantity Quantity Numeric N/A
G Unit Cost Unit Cost Numeric N/A

Note: The software sets the validator for Activity Type to Default. Users can define their own terminology as in the source file by clicking in the corresponding cell in the Validation column, then clicking on Custom to open a dialog and define the terminology.


With all four tabs (Action, Tasks, Personnel, Items) mapped, the Maintenance Action import configuration is complete and ready for use — see the Maintenance Import Guide (maintenance-import-guide-background-and-process-flow.md and maintenance-import-guide-synchronization.md) for the subsequent import workflow that consumes this configuration.

Source: Local MADE 3.9.1 installation: com.phm.made.help.plugin/documents/help/pdf/Import Configuration User Guide.pdf · retrieved 2026-07-09