Uploading a List of Gages from a .xlsx File

To upload a List of Gages:

STEP 1:

Populate the following List of Values:

1. (Gage) Types e.g. Caliper, CMM, Micrometer, Strain Gage etc.
2. Makes e.g. Mitutoyo, Starrett etc.
3. Location e.g. Machine #5, Work center 1 etc.
4. Storage Location e.g. Tool Crib, Quality Lab
5. Calibration Vendors e.g. In-house, Xprs-Cal, Pro-Cal etc.

STEP 2:

Set up your spreadsheet to match the following format (a sample file is attached below)

Here is the list of field names, and data types:

1. Gage ID: unique identifier 
2. Make: must match pre-defined List of Values
3. Description: free-form text
4. Unit: free-form text
5. Gage Type: must match pre-defined List of Values
6. Cal Category: Choose from Master, Standard or Reference 
7. Model Number: free form text
8. Serial Number: free-form text
9. Range: free-form text
10. Resolution: free-form text
11. Accuracy: free-form text
12. Storage Location: must match pre-defined List of Values
13. Default Owner: Who is in charge of managing the gage and its calibrations
14. Gage Status: Choose from ACTIVE/INACTIVE
15. Last Cal Date: date field (MM/DD/YYYY)
16. Cal Frequency: Numeric (in months)

Note: Column Headers must match exactly the format provided. File type expected is .xlsx

STEP 3:

1. Click on the Upload Excel (Import Multiple Gages from Excel) button on the left-hand side of the Gages table: 
2. Select the excel file and click Open/Upload.
3. 1factory will import the data, and sort it with the earliest calibration due date at the top of the list.
4. Past due calibrations will be in red. Calibrations coming due in the next 30 days will be in yellow, and all others will be in green.