Importing PAT test results

PAT Inspection -tool helps users import PAT inspection (or Test and Tag) reports directly into Trail from an exported file provided by the testing device. Usually the PAT reports are in TXT or CSV format, and Trail is able to read most of the current formats. If there is a format missing, please contact us with an example of the source file.
PAT-importer scrolls through each row (or block) of tests in the provided file, and searches for an identifier that links the row to an item in Trail. This identifier can be a serial number, custom identifier or a Trail barcode. Once the article is found, Trail will try to add a new inspection with a date parsed from the same row (or block of text). If a maintenance does not already exist with the same name for the same date, a new maintenance report is added.
In order to use PAT Inspection importer, you will have to create a new planned maintenance, and attach the models you are inspecting to that maintenance plan: See creating recurring maintenance plans

Example of a PAT inspection (TXT)

TEST NUMBER   00XX
DATE   07-SEP-2021 <== INSPECTION DATE
TIME      08:12:54
TESTER    AAA-BBBB
APP NO    IDENTITY <== TRAIL IDENTITY
TEST MODE     TEST
...
USER       example
SITE              
TEXT

Example of a PAT inspection (CSV)

Asset ID,Description,Last Full Test Date,Next Full Test Date,,
<TRAIL IDENTITY>,MANUFACTURER MODEL,18/11/2021,17/11/2022,,

Importing new inspections

  1. Open the Maintenance tab
  2. Open Maintenance Imports tab
  3. Click import -button on the top right corner 
  4. Select the Maintenance Plan (Make sure that there is a maintenance plan to which you link this PAT test import. The maintenance plan needs to include all the models which are PAT tested. Create a new maintenance plan if there is no suitable maintenance plan. You can create a new maintenance plan in Maintenance Planning tab)
  5. Drag and drop the correct . csv to .txt file to the pop-up window
  6. Trail  will import the PAT test results automatically

After the import, you can open the import data by clicking on to open the import from the "Maintenance imports" list. Trail will show you if the data was been able to import correctly or if there were any issues.

Errors page shows which maintenances were not imported

Related Articles