Yes, Enterprise CORE allows you to import existing FMEA data into your Worksheets. This feature enables you to efficiently reuse previously captured data, maintain consistency, and save time when creating new Worksheets or updating existing ones.
Download and use templates:
When importing data, download and utilize the templates provided by the system. Your data must conform to the required format to ensure a successful import.
The downloaded templates reflect your current preferences, including form type and any customized templates you have configured.
It is recommended to use the CORE View type when importing existing data. This allows linkages to be established across your Process Flow, PFMEA, and Control Plan views, ensuring consistency and traceability.
Adjust and remap columns as necessary:
Remap the columns as needed to ensure that imported data aligns correctly with your Worksheet structure and system requirements.
Delete any unnecessary headers or records:
Remove unnecessary headers and records before completing the import to ensure clean, accurate data in your Worksheet.
Tip: Importing data is recommended for the Reusable Library, enabling you to efficiently reuse and manage active FMEA content across multiple Worksheets.
Note: Importing data at the Worksheet level is generally reserved for legacy data that is no longer actively used.
Can I import more rows into a worksheet that already has data?
Yes. An import always adds the rows as new rows. Existing rows are not changed or overwritten, so importing the same rows again adds them a second time.
- In Edit Mode, click the Add (+) button.
- Set Insert at row to the position you want, choose Import and click Next. You can also use Insert Above or Insert Below > Import in a row's three-dot menu.
- Upload your file, check the column mapping and click Import.
Up to 1,000 rows can be imported at once. If your Excel file has several tabs, you choose which sheet to import.
Where do I get the template, and does it include the document header details?
To get the template, choose Import in the Insert menu, click Next, then click Download Template in the import window. The template is an Excel file with one row of column headings for the current view. It does not include document header details. Header details are set separately with Configure Document Headers in the download (arrow) icon menu of the worksheet toolbar.
Can I undo an import?
No, To remove imported rows, select them (click the first row's checkbox, then Shift-click the last), click the Delete (trash can) icon and save.
Why are some rows red or some columns pink?
In the import window:
- Green column: mapped to a worksheet column and will be imported.
- Pink column: set to Ignore Column and will not be imported. Choose a column from the dropdown at the top of the column to map it.
- Red border and ban icon on a row: the row has validation errors and cannot be imported. The cells that cause the error have a red striped background.
- Faded row: you removed it with the trash icon. Click the undo icon to include it again.
Common validation errors:
- A row has both a product characteristic and a process characteristic. Each row can hold only one of them. This often happens with rows copied from a Process Flow, where both are on one line. Split them into two rows.
- A value in a list column (for example Severity, Occurrence, Detection, Responsibility, Status or Group) does not match an option that exists in Enterprise CORE. Capital letters do not matter, but the spelling must match.
Correct the values in your file and upload it again, or remove the rows from the import.