Import resources

Quickly add new workers (resources) with the import tool. Upload an .xls file with master data such as credentials, user types, and movement profiles of every resource you want to add. 

Prerequisites

Before you can import resources:

1. Create one or more of each of the following objects in NextGen FSM: 

   • To add a user type, see Configure FSM users.

   • To add a resource type, see Create a resource. 

   • To add an operations center, see Configure an operations center.

2. Match the code of an existing user type, resource type, and operations center with the values in the columns of the .xls file.

See Import Resources .xls formatting.

Import resources

To assign work orders (WOs), add multiple workers:

1. Navigate to Configuration > Core > Data Import/Export Tool.

2. At the top, in the Configuration dropdown, select Scheduling resources.

3. Click the Import button.

4. In the Import pop-up, click Choose File.

5. In your file browser, select the .xls file.

6. Click Open.

7. In the Import window, click the Load file and process button.

Note: To dispatch resources, ensure they are connected to an operations center (OC), desired scheduling areas, and home bases.

What’s next

• To add a resource to an operations center, see Change a Resource's Operations Center.

• To manually add a resource, see Create resources.

• To modify a resource, Show or Edit a Resource.

• To give a resource an address, see Add an address to a Resource.

• To connect resources with their abilities, Assign Skills, Qualifications, and Roles.