Creating Intervention Treatments in Bulk

Given the breadth of scope surrounding intervention treatments, it can become overwhelming to consider keying each definition into the system manually. For this reason, the Metrix Asset Management System supports importing bulk treatment definitions through simply pasting compatible Excel/CSV data rows. The following instructions guide you through using this bulk import process.

1. Navigate to the Treatments management page (Assets Menu > Treatments).

2. Next to the ‘Create New Treatment’ button, click on the ‘Actions’ menu.

3. From the drop-down options, select ‘Import Treatments from CSV’.

4. A dialog will appear with an input for pasting Excel/CSV data, and some basic instructions on use. Before proceeding, consider the following notes on data formatting.

   a. The pasted data should NOT contain the header row.

   b. The pasted data should contain the following fields (in this specific order):

   1. Treatment
   2. Description
   3. Cost Method ID (see below for details)
   4. Unit Rate
   5. Unit of Measure
   6. Default Useful Life

   c. With regards to the Cost Method ID, the accepted values are:

   • For Unit Rate, use $ unit\_rate $
   • For Network Rates, use $ network\_assets $
   • For Fixed Rate, use $ fixed\_value $.

5. Paste your formatted data into the text box.

6. A preview of your pasted data will appear in a table view below the text box. Any errors will be highlighted in this preview.

   

7. To confirm the creation of the previewed treatments, click ‘Save’ below the preview table. Alternatively, click ‘Clear’ to cancel.

8. The imported treatments will now be created.