You can save yourself time by attaching Assets in bulk to a repeating job in the Repeating Jobs v2 feature. This is especially useful when you have a lot of Assets to attach.
Note: You can’t attach Assets to Repeating Jobs v1. To learn more about Repeating Jobs v1 and how this differs from Repeating Jobs v2, please see the article, What are Repeating Jobs?
If you need further information about Repeating Jobs v2, or want to add this to your account, please email email@example.com. We’ll get back to you to talk through your requirements.
In this article
This article explains the process for attaching Assets in bulk to a repeating job when using the Repeating Jobs v2 optional feature.
The topics include:
- Before you attach Assets in bulk to a repeating job
- Set up the Asset CSV file for attaching Assets
- Attach Assets in bulk to the Repeating Job v2
Click a topic from the list above to go directly to it. You can easily return to this topic by clicking this icon.
Before you attach Assets in bulk to a repeating job
Before you can attach Assets in bulk to a repeating job you must make sure the Assets have been saved in your vWork account. The article, How do I set up Assets?, explains how to do this.
Set up the Asset CSV file for attaching Assets
When you attach Assets in bulk to a repeating job you use a CSV file to identify the specific Assets to attach. The CSV file can also be used to configure the Asset settings for each Asset attached to the repeating job. This includes adding an offset, modifying the job duration (if this is different from the template), assigning a worker, and assigning the resulting job to a Group.
Note: the CSV file used to attach Assets to a repeating job is different from the CSV file used to import Assets into vWork. The CSV file used to attach Assets to a repeating job identifies Assets that already exist in vWork and attaches these to the repeating job; the import CSV file brings the information for multiple Assets into vWork to create new Assets in vWork or to update information for existing Assets.
Download the CSV file template
We have created a CSV file template for you to use to attach your Assets to your repeating job. You can download this from the Repeating Job v2 page under the Attach Assets heading.
Alternatively, you can create your own CSV file template but make sure it uses the same column headings as shown here.
Add the Asset's IDs and the repeating job configuration data to the CSV file
The CSV file can be used to attach Assets and configure them at the same time.
When you create the CSV file make sure:
- Each line in the CSV file contains the information for one Asset.
- All columns are labeled as they are shown in the table below. vWork uses the column headings to match the fields for the Asset in the Asset configuration.
- You identify the Asset with the ID that is saved with the Asset in the Asset Third Party ID column. This is the data that vWork uses to identify the correct Asset to attach to the Repeating Job. You can find the Asset ID in the Assets Lists or in the ID field when you open an Asset’s information.
CSV file data
Use this table as a guide to help you format the data in each column of the CSV file.
Note: Other than the Asset Third Party ID, you can replace or delete information in the Asset configuration at any time after you have created the repeating job. You can also remove Assets from the repeating job. For more information please read the article, How to set up Repeating Jobs v2 (with Assets).
Asset Third Party ID
This is the only field that must be completed in the CSV file. Use the ID saved with the Asset. Make sure you format the ID exactly as it is saved; eg., if you have a vWork ID saved with the asset the format would be:
Planned Start Time
The planned start time is the time the job is scheduled to start. Enter the Planned Start Time in this format HH:MM AM where HH is hours, MM is minutes and AM is AM or PM; eg. 12:00 AM.
If no Planned Start Time is entered, then jobs for this Asset will be created at the Create At Time saved in the Repeating Job v2.
You must include this if you assign a worker to the Asset.
It is optional to enter Planned Start Times if you don’t assign workers in the Assets configuration. If no Planned Start Time is saved in the configuration Jobs are created as unassigned following the repeating job Rules.
You can remove this column from the CSV file if you don’t want to include Planned Start Times.
Start Date Offset
If you want jobs for this Asset to be scheduled on a date that is different from the Planned Start Date determined by the Repeating Job Rules, enter an offset number (in days) here. This specifies how many days after the original Planned Start Date this job will be scheduled; eg., if the start date is Monday use an offset of 1 to schedule the repeating jobs created for this Asset for Tuesday (1 day offset from Monday). You’ll see the offset reflected in the Job Distribution calendar when the Assets are attached to the Repeating Job.
Include the Offset number in the fields in this column that you want to apply an Offset to. Leave the field blank when no Offset needs to be applied or, optionally, enter 0.
If you don’t want to apply an Offset to any Asset you can remove this entire column from the CSV file.
The Job Duration for jobs created by this Repeating Job is defined by the job duration in the job template.
If you know that the job for this Asset is expected to take a different amount of time to complete you can enter an amended job duration in minutes; for example, if the job duration specified in the template is 30 minutes but you estimate this to be 55 minutes for this particular Asset then enter 55 into this column against the Asset. The job duration must be entered in minutes; eg., 1 hour should be recorded as 60.
Fields for individual Assets in this column can be left empty if the estimated job duration for the Assets is the same as that specified in the template.
If modifying no job durations for any Asset in the Repeating Job then you can remove this column from the CSV file.
Use this column If you want jobs created by the Repeating Job v2 to be assigned to a worker at the time that the job is created for this Asset.
Enter the worker’s email as it is saved in their user profile.
Fields for individual Assets in this column can be left empty.
If you don’t want to assign a worker to any Asset in this configuration then the entire column can be removed from the CSV file.
When an Asset belongs to multiple Groups in vWork use this field to specify the Group that jobs created for this Asset belong to.
Make sure you enter the Group name exactly how it is saved in vWork.
Fields for individual Assets in this column can be left empty.
If you aren’t assigning any Assets to Groups then the entire column can be removed from the CSV file.
Attach Assets in bulk to the Repeating Job v2
Use the CSV file you created in the topic above to attach many Assets to the Repeating Job v2.
To attach the Assets from the CSV file:
- Go to Jobs > Repeating Jobs v2 and click to select the repeating job to open the configuration page for it.
- Scroll to the Attach Assets heading where you configure the Assets for the repeating job.
- Click then select the CSV file that you have used to configure the Assets you want to attach to this Repeating Job v2.
- A dialogue box shows confirming that the Assets have been uploaded from the CSV file to the Repeating Job. Click OK to close the dialogue box.
- The Assets are uploaded and now show in the Assets configuration area for the Repeating Job v2. Check that the configuration meets your requirements and adjust this if needed. When you are done, click or to save the Assets with the repeating job.