About the Asset Strategy Management (ASM) Data Loaders Requirements

To use the Asset Strategy Management (ASM) Data Loader and the Asset Strategy Management (ASM) Templates Data Loader, your organization must have completed fully the deployment of the Asset Strategy module. The Asset Strategy Management (ASM) Data Loaders should only be used after the Asset Strategy module has been implemented and you have defined the appropriate Site References, Process Units (Functional Location records), and assets (Equipment records) for your organization.

Risk Mapping

The Asset Strategy Management (ASM) Data Loaders rely on Risk Mapping families to ensure that fields on the ASM Strategy and related records are correctly populated with data, and that resulting risk values can be mapped to the Default Risk Matrix.

If you have added custom fields, you must ensure that mappings exist for those fields, or data may not be populated as expected following the data load.

Security Settings

The Security User performing the data load operation must be associated with either the MI Data Loader User or MI Data Loader Admin Security Role, and must also be associated with the MI ASM Analyst Security Group or a Security Role that is associated with this Security Group.