Adding and Editing Assets
The following instructions and guidance are for flex providers who have operational or in development assets which need to be uploaded onto a Piclo account, or for when existing assets need to be edited (including adjusting the status of an asset to mothballed or archived). If you're adding or editing planned assets, please see Adding and Editing Planned Assets.
In this article
Downloading the Asset Template
- Go to the Manage > Assets
- To upload new assets, download the latest template by selecting "download latest template"
- To view and edit existing assets, select the download button next to ‘download existing assets’, located in the top right hand corner.
Input Asset Data
- Once the correct asset file has downloaded, open it and read the "READ ME" section on tab one before starting to fill in data on tab two, 'Operational & Developing Assets'.
- Fill in all the required details (one row per asset) and/or edit any assets that require editing, and save the file as xlsx. Remember that the more detail you provide, the easier it will be for the system operators (SOs) to qualify those assets.
- Each column has details at the top including; a brief description of the data required, whether the field is required or optional, any restrictions within the cell and an example of how the data should be input. Do pay attention to these to assist in avoiding mistakes while inputting the data.
Please see the asset status, type and capacity help article for further guidance on these three data points.
Upload Asset File
When all the required data and edits have been made to the file, return to your Piclo account and upload that file via the ‘choose file’ button. Once the file has finished processing (this can take a few minutes), a new row will appear in the file history table.
Within this row there are four columns to pay particular attention to; ‘created’, ‘error’, ‘updated’ and ‘unchanged’. These columns should correlate with the data inputted within the asset file. Successfully created assets will appear automatically on your dashboard. The successful assets will only be visible to the SO of that network area.
- If the number of created, updated or unchanged assets doesn't match with your expectations, check the number of ‘errors’ / read the error message(s). Select the ‘view’ button which will open a dropdown showing the row details which have resulted in an error.
- Follow any suggestions presented where errors have occurred. This will require returning to the file that you just uploaded to cross reference the current asset data to the ‘asset row’ number which identifies which asset had an error.
- Once all errors have been addressed, save that file and reload it to the account using the upload asset file process.
- If errors persist or it’s not clear what the solution is, do contact firstname.lastname@example.org for help.
Top Tips for Uploading
- Ensure that you have location information. If you do not have the postcode, the address with the latitude and longitude can be used (located in columns AE to AG).
- Deleting a row in your file, will not delete the asset(s) within the Piclo platform. If you do wish for an asset to no longer appear on your map, you will need to archive your asset (in column E, asset status).
- If you want to change the asset ref of an asset, please copy the old asset ref name into column AH, ‘previous asset ref’. Then type the new name into column C, ‘asset ref’. Each asset ref must be unique and will cause an error should the same asset ref be used for two assets, even if one of those assets is archived.
Benefits of Adding and Updating Assets
- Automatically identify which assets qualify for a competition (see asset qualification for further details).
- Notify the network operators in that area of your asset (even if it doesn't qualify for a current competition).
- Be automatically informed when new competitions are published where an asset qualifies.
API for Asset Management;
Interested in asset management automation via API? Contact us to find out more about how our APIs can help.