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Upload Center: Upload Types
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Overview

The Upload Center generates column headers for a template to be filled out in a worksheet (ie. Excel or Google Sheets). Each Citywide module has various upload types to choose from. Some templates, such as the Asset Sync, can be customized but others require a specific set of column header fields to be completed within the application. The template must be exported and then copied back into the system exactly as is.

For step-by-step instructions on using the Upload Center, click here

Assets

Upload Type

Description

Customize

Additions

Complete additions/betterments in bulk.

 

ARO Additions

Complete additions/betterments in bulk for assets flagged with an asset retirement obligation (ARO).

 

ARO Identification

Bulk import valuation details including general ledger codes for assets that have been identified as requiring an ARO. 

Note: In the upload process for this template, there is NO approve/reject step.  Changes are applied immediately once the upload has been submitted.

Yes

ARO/ARC Writedowns

Complete ARO or ARC writedown adjustments in bulk for assets with an asset retirement obligation completed on them.

 

Asset Sync

Add or modify information in bulk, such as name, replacement cost, condition assessments, etc.

Note: In the upload process for this template, there is NO approve/reject step.  Changes are applied immediately once the upload has been submitted.

Yes

Asset Usages

Attach current mileage reading and date by Asset ID and include Import ID as needed for multiple assets.

Yes

Fuel & Costs

Attach fuel units, costs, and readings to multiple assets.

 

Full Disposals (ARO)

Complete full disposals on the ARO only in bulk. Asset remains in-service.

 

Full Disposals (Asset)

Complete full disposals on assets in bulk.

 

Internal Transfers

Complete internal transfers in bulk.

Yes

Lifecycle Event Definitions

Import descriptions, event triggers, costs, etc. to lifecycle events.

 

Lifecycle Quantities

Update lifecycle quantities in bulk.

Yes

New Acquisitions

Bulk import multiple new assets.

Yes

New Acquisitions - Non PSAB

Bulk import multiple new assets as excluded from PSAB reporting.  When using this template, the in-service date, historical cost, and/or estimated useful life fields if unknown can be left blank.  These assets will be excluded from financial reporting.

Yes

Partial Disposals

Complete partial disposals in bulk.

 

Profile Sync

Add or modify information collected within a profile.

Yes

Profiles

Bulk edit profile group, lifecycle EUL, etc., on multiple profiles.

Yes

Schedule Lifecycle Events

Schedule lifecycle events for existing assets.

Yes

WIP Transfer as Additions

Complete WIP transfer as additions in bulk.  Use this option when a WIP asset is being transferred to service as additions to multiple existing assets.  The WIP asset ID as well as the asset ID for the receiving assets are required.

 

WIP Transfers to Service

Complete WIP transfer to service in bulk.  User this option when a WIP asset is being transferred to service as multiple new assets.

Yes

Writedowns

Complete writedowns on assets in bulk.

 

Permits, Planning & Licences

Upload Type

Description

Customize

Building Permit Types

Other Permit Types

Licence Types

Upload various permit or licence types required (ie. single family dwelling, addition/renovation, fireworks or burn permits, animal licence, etc.) 

Yes

Yes

Yes

Building Permits

Other Permits

Licences

Upload existing list of permits or licences along with their application details.

Yes

Yes

Yes

Development Classes

Development Services

Organize Development Charges by class and services. To be included in various permit types as needed.

Yes

Yes

Inspection Types

Inspections

Upload inspection types and details.

Upload existing inspections and details into Citywide. Can upload completed or to be scheduled inspections.

Yes

No

Document Types Upload a list of document types and details. No

Work Fields

Upload a list of permit or licence attributes to be included in the permit or licence application.

Yes

Application Types

Used in the Planning module, upload various application types

Yes

Work Fields

Upload a list of work fields Yes

Core Administration

Upload Type

Description

Customize

Areas

Communities

Grouping and classifying properties

No

Classifications

Upload asset data within Citywide by grouping similar assets together for labeling, filtering and reporting purposes

Yes

Contacts/Customers

Upload Customer or Contact information

Yes

Customer-Property Links

Import ID links between Customers and Properties

Yes

General Ledger Codes

List of general ledger codes to upload into Citywide

Yes

Properties

Upload Property details 

Yes

Property Uses

Can include descriptions and/or property use codes

No

Roles

Bulk add names of user roles and specify which Citywide module the role applies to

No

Users

Bulk add list of users into Citywide

No

Zoning

Add Zoning codes and/or descriptions as required

No

 

Maintenance

Upload Type

Description

Customize

Asset Groups

Upload a list of asset group names No

Certifications

Bulk add list of certifications No
Crews Add a list of crew names No
Equipment Import Import Equipment details Yes
Equipment Sync Add equipment details to existing equipment Yes

Maintenance Classifications

Upload a list of classifications No
Maintenance Schedules Bulk add Maintenance Schedules

Yes

Maintenance Schedules Sync Update details for existing maintenance schedules Yes

Positions

Bulk add position details including wage information No
Position Sync Add position details to existing positions No
Process Groups Upload a list of process group names No
Process Tasks Bulk add process tasks Yes

Processes

Upload a list of process checklist names No
Projects Bulk add projects and project details Yes

Service Request Types

Upload service request types and details Yes
Service Request Types Sync Update details for existing service request types.   Yes

Service Requests

Bulk add service requests in Maintenance Yes
Store Locations Upload a list of store locations No
Tasks Add a list of tasks belonging to existing processes No
Vendors Add a list of vendors Yes
Work Activity Codes Add a list of work activity codes No

Work Orders

 

WO New Costs

WO Statuses

WO Subtypes

WO Type Groups

WO Types

 

WO Types Sync

Bulk add a list of work orders, including department, work order type group and work order type details

Add costs associated with work orders 

Upload a list of work order statuses

Upload a list of work order subtypes

Upload a list of work order type groups

Bulk add a list of work order types, including work order type name, work order type group and department details

Update details for existing work order types

Yes

 

Yes

No

No

No

Yes

 

Yes

Workers

Workers Sync

Upload list of workers and worker details

Update details of existing workers with Worker ID

No

No

Materials

Parts/Materials Import

Parts/Materials Sync

 

Upload parts/materials including details

Update details of existing materials with a Material ID

 

Yes

Yes

Notifications:

Inspection Result 

PM Event 

Service Request

Work Order

Work Order Time Based

 

Bulk add inspection notifications to Maintenance

Bulk add PM event notifications sent to Users

Bulk add service request notifications sent to Users

Bulk add work order notifications sent to Users

Bulk add time based work order notifications sent to Users

 

Yes

Yes

Yes

Yes

Yes

Spaces

Upload Type

Description

Customize

Codes

Bulk add Room or Building codes

No

New Tier 1

Bulk add new Tier 1 spaces

Yes

New Tier 2

Bulk add new Tier 2 spaces

Yes

New Tier 3

Bulk add new Tier 3 spaces

Yes

New Tier 4

Bulk add new Tier 4 spaces

Yes

New Tier 5

Bulk add new Tier 5 spaces

Yes

Space Assets

Bulk attach Assets to a space 

No

Spaces Sync

Bulk edit changes to spaces

Yes

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