How to use import profiles

When a site is built by Retrieve RA, Upload New Site or an asset import, an import profile decides which tests each asset gets. Administration › Standards › Import Profiles lists them, L8MS standard profiles first.

Profiles

Add profile creates one for your company. A profile’s … menu opens its assets, preview, standard site tests and rotation rules, or renames, copies or deletes it. L8MS standard profiles are view only — copy one to make your own.

Assets and their tests

1. Open a profile to see its asset types by section. Filter All assets, With tests or Without tests, or search.

   

2. Click an asset. Add tests — pick PPMs and tick tests. Each test is Always given, or Only if System ID has… a reference (for example only hot outlets on a HWS system).

3. Skip assets that also contain — skip words, for example Plant room. Matching ignores capitals and finds the words anywhere in the description.

4. Copy from another asset copies another asset’s tests (add to or replace).

Rotation rules and standard site tests

• Rotation rules — on a rotating PPM, assets whose description contains a word (for example sentinel) are tested every visit, not in rotation.
• Standard site tests — tests added once to the site itself rather than to an asset.
• Preview — a printable summary of every asset’s tests.