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Maintain Master Data
Bulk Upload Master Data
Bulk upload reduces manual effort for setting up master data.

Title and Copyright
Copyright and Terms of Use page for iMaintenance Configuration.
Preface
Understand audience, know related documents and products and conventions followed in this document.
Introduction
The iMaintenance Configuration Guide is your blueprint for shaping how iMaintenance works in your organization.
Log in to Application
Navigate to the iMaintenance Configuration
Customer Tenant Onboarding with Azure IDP
This chapter provides step-by-step instructions to configure a customer’s Azure Active Directory (Azure AD) for federated Single Sign-On (SSO) with Innovapptive mobile applications. It applies to IT administrators and implementation engineers performing customer onboarding.
Authentication Identity Configuration
This chapter explains how Innovapptive’s mobile applications (such as mWorkOrder, mRounds, and mTag) handle user authentication in a multi-tenant deployment environment. The authentication framework is based on federated Single Sign-On (SSO) and secure token-based session management.
Manage Users & Roles
Maintain Master Data
- Create a Plant
- Create a Shift
- Create a Location
- Create an Asset
- Create UOM
- Create a Global Response Set
- Bulk Upload Master Data
  Bulk upload reduces manual effort for setting up master data.
Configure iMaintenance Core Settings
The Core Settings in iMaintenance define how the product behaves across your entire organization. These settings control fundamental aspects of daily use, such as session timeouts, chat availability, measuring points, auto-timers, AI enablement, issue creation, root cause analysis, attachments, and more.
Integrate External Systems
Manage Maintenance Operations
Review Observations
The Observations module allows supervisors to view and manage issues reported through the iMaintenance mobile app. These issues are typically tied to specific assets and locations within a plant.
Design and Manage Forms
Forms are essential for capturing structured field data in the iMaintenance mobile application. This chapter covers everything from manually creating and publishing forms to leveraging AI for auto-generation to managing archived forms.
Set Up Configurations with RACE
Configure Risk Evaluation with the Risk Matrix
Customize Platform Settings
Set Up Notifications
Build Dashboards and Reports

Bulk Upload Master Data

Bulk upload reduces manual effort for setting up master data.

To bulk upload master data:

Navigate to the respective module (Locations, Assets, UOM, or Response Sets).
Click the More icon on top right corner and select Download Template.
Fill out the Excel sheet.
Click Create New > Upload Excel.
Select and upload your file.