About the Equipment and Functional Location Data Loader General Loading Strategy

This section describes any prerequisites to loading the data and the order in which the data will be loaded.

Note: Before reading this section, refer to the Data Model section.

Load Sequence

The Equipment and Functional Location data load must be performed in a specific sequence to successfully populate fields, create records, and link them to the predecessor and/or successor records:

Create the Functional Location.
Create the Equipment.

Limitations

The Functional Location hierarchy can be constructed in the loader by assigning the parent Functional Location (superseding Functional Location) to the child record.
The top-level parent node will not be automatically designated by the data loader, and must be explicitly defined in the Excel source workbook.

In the Parent Functional Location Internal ID column, you must enter *ROOT* in the row(s) to indicate that the Functional Location should be treated as the root in GE Digital APM. After processing the data loader with the root level indicator, the Functional Location will be populated under the Home level in the Asset Hierarchy, with the details provided in the spreadsheet.

CMMS-ID is a required field that is intended to identify the original source of the data and part of the key value.
After loading Equipment records into GE Digital APM with a specific site reference, you cannot update the Equipment records to have global site references by reimporting the workbook with the site reference column updated to global on the Equipment worksheet. To update Equipment records to have global site references, you must update the predecessor Functional Locations with the site reference value *Global* on the worksheet.

In GE Digital APM, records inherit their site references from their predecessor records. Additionally, when the Equipment and Functional Location Data Loader is run, it loads Equipment records first, and then loads Functional Location records. Therefore, to change the equipment record’s site reference to global, you would need to re-import the workbook with the Functional Location record indicating a *Global* site reference.