What is in the template
One row per record; the first row holds the column names and stays as it is. The grey rows are examples to replace or delete. The whole workbook has five sheets (all of them); this page is about the Assets sheet.
| name | The machine or part as people call it. |
|---|---|
| code | Your own code, as painted on the machine; kept as text. Empty codes are numbered on import. |
| location | A path such as Hall 1 / Line 2; missing locations are created on import. |
| parent | For a sub-assembly or a position: the code of the machine it is part of. |
| kind | machine, sub_assembly or position (drop-down). |
| manufacturer | Who made it. |
| model | The model or type designation. |
| serial | The serial number; kept as text. |
| status | operational, degraded, down or retired (drop-down); a machine that is down turns red. |
| criticality | low, medium or high: how much a stop hurts (drop-down). |
How it works in Excel
- Codes stay text. The code columns are formatted as text, so 007 stays 007 and a code with a slash is not turned into a date.
- A header that stays put. Row 1 is frozen and carries a filter, so you can sort by any column and still see the names.
- Drop-downs, not guesswork. Where LineKeeper Up takes a fixed set of words, the cell offers them; the importer also understands the Spanish words (operativo, máquina, semana).
- Sub-assemblies under their machine. A hydraulic unit is its own row with the press's code in parent; the import builds the tree from that, and the list stays flat and sortable.
- Red where it matters. A status of down is highlighted, so the machines that are stopped stand out on a Monday morning.
When the sheet is not enough: into LK Up in three steps
A sheet has no phone on the floor, no QR label on the machine, no photo on a problem report and no reminder that fires by itself. When that starts to hurt, the same file moves into a system in an evening.
- Install LK Up. It is free and runs on your own Mac or Windows PC (download, about half an hour to the first work order). Phones use the web app, offline too.
- Choose the workbook. Assets → Import, pick the file. The Assets sheet is chosen by its name; the Preview shows each row's action and any problem before anything is written. Columns need no mapping: the sheet's headers are the importer's own.
- Press Import. Then the other sheets, each from its own page: Assets, Parts, People, PM schedules, Work orders, in that order. Importing the same file again updates the records instead of duplicating them (choose «update it from the file»), so you can keep working in Excel for a while and import again.
Why we built it this way
- Your codes, not ours. A list that renumbers the machines breaks every label, every drawing and every technician's memory. The template keeps the code you have; the system keeps it too.
- A flat list, not a drawing. Locations as a path and parents by code give you halls, lines and machines without merged cells or indentation, which is what survives sorting, filtering and a move to a system.
- The same columns as the importer. Nothing to map, nothing to rename: the move takes an evening, and the export from LK Up comes back in the same shape.