Project setup

Plant 2 — Asset Migration

Project configured and processing. Review your setup below.

Setup complete

Project basics

Step 1 of 4 · completed

✓

Project name

Plant 2 — Asset Migration

Target CMMS

Fiix

Site / facility

Cascade Utilities — Plant 2

Migration deadline

2026-09-15

Primary reviewer

Dave Kowalski

Reference lists

Step 2 of 4 · completed

✓

Manufacturer list

12 manufacturers loaded

Loaded

Location hierarchy

23 locations in 4 levels · imported from Fiix

Loaded

Asset class matrix

8 asset classes

Loaded

Sources connected

Step 3 of 4 · completed

✓

Google Drive

Watching "Plant 2 Nameplates" · 800 photos synced

Connected

Web upload

1 spreadsheet + 13 PDFs uploaded

Received

Readiness gate

Step 4 of 4 · all checks passed

✓

Source files received

✓ 814 files (800 photos, 1 spreadsheet, 13 PDFs)

Evidence quality scan

✓ 757 readable, 42 low quality, 15 unreadable

Spreadsheet parsed

✓ 612 rows, 11 columns recognized

CMMS template recognized

✓ Fiix bulk import template v3.2

Manufacturer list loaded

✓ 14 entries

Location hierarchy loaded

✓ 23 locations in 4 levels

Reviewer assigned

✓ Dave Kowalski

Input gap handling

How missing inputs were resolved for this project

Asset list

Provided — Copy of Asset List (2) FINAL v3 - Dave.xlsx (612 rows)

✓ Provided

Location hierarchy

Imported from Fiix · 23 locations in 4 levels

✓ Imported

Photo quality

757 of 814 readable · 42 low quality · 15 unreadable → retake list generated

⚠ 15 retakes

CMMS template

Fiix bulk import template v3.2 auto-recognized

✓ Recognized

Reviewer

Dave Kowalski assigned as primary reviewer

✓ Assigned

If any input is missing, PackFields offers a controlled route:
No asset list → Asset Register Reconstruction from photos + folders
No location hierarchy → Location Hierarchy Builder from file/folder names
Poor photos → Evidence Capture Setup with retake list + mobile guide
No CMMS template → Import Mapping Setup with field + validation rules
No reviewer → output downgraded to draft (no final approved import file)

Review policy

Rules governing import readiness · set in Settings

Import readiness

Records above 90% confidence on all required fields are marked import-ready

Required fields

Asset IDDescriptionManufacturerSerialLocation

Blocked from import

Duplicates · unknown locations · unreadable evidence · missing required fields

Reviewer

Dave Kowalski

Export target

Output format for CMMS import

Template

Fiix Asset Import Template v3.2

Fields mapped

11 columns · 5 required · 6 optional

Source files

Sources

814 files received · 93% produced records

Coverage93%

757 records 42 low quality 15 unreadable

Record linkage

14 asset records created 12 linked to source evidence 2 photos not linked to any record 3 spreadsheet rows missing photo evidence

	Filename	Source	Type	Status	Linked record	Date

Project overview

Good morning, Dave

Here's what needs your decision — and what was handled

Import-ready

8 / 14

matched your reference lists

Review required

4

need your decision

Corrections learned

4

carry forward to next batch

Rejected

1

evidence insufficient

Active projects

Asset Migration — Cascade Utilities

Where your review time goes

Exception categories in this batch

What your corrections taught the system

These carry forward to every future batch

CAT → CaterpillarManufacturer

matches 23 records in Plant 1workspace

Baldor → ABBManufacturer

matches 31 records in Plant 1workspace

BLDG 4 MECH RM → P2-WTP-LVL1-MCC2Location

matches 15 records in Plant 1project

WILO → Wilo PumpsManufacturer

matches 9 records in Plant 1workspace

~78 records in Plant 1 would skip review — based on 4 corrections from Plant 2

Review history

12 decisions · 4 corrections · 1 rejected

P2-GEN-001 · Manufacturer correction created

CAT → Caterpillar · Dave K.

Jun 15

P2-VFD-015 · Location correction created

BLDG 4 MECH RM → P2-WTP-LVL1-MCC2 · Dave K.

Jun 15

P2-PMP-041 · Manufacturer correction created

WILO → Wilo Pumps · Dave K.

Jun 16

(IMG_4134) · Rejected — photo unreadable

All fields unreadable · Dave K.

Jun 15

Karen I. confirmed 4 records, no changes · Jun 14

Project records

Records

14 records · tap a record to review

Show

	Asset	Manufacturer	Location	Serial	Criticality	Evidence	Status

Record 1 of 14

Grundfos CRN 45-3 Vertical Pump

Review note. All primary fields matched via truth tables. Location confirmed against approved hierarchy.

✓ import-ready · matched◷ review · needs you? rejected · no match

Asset identity

Asset IDP2-PMP-012

DescriptionGrundfos CRN 45-3 Vertical Pump

Asset tag—

Asset typeRotating Equipment

Asset class—

Parent asset—

Equipment

ManufacturerGrundfos

ModelCRN 45-3

Serial number96517042

Capacity—

Voltage—

Location

Location codeP2-WTP-LVL1-PMP

SiteCascade Utilities

Building—

Area—

Operations

Criticality—

Install date—

Department—

Deliverables

Your deliverable package — formatted for your target system

Your deliverable package

Each artifact can be downloaded individually or bundled.

Format & target

Target system

Scope

Download all records, only import-ready, or only what you changed.

Field mapping

PackFields → Fiix

Preview

XLSX · first 2 records

preview

Reference lists

Reference Lists

Your approved values — we match against these, not a generic database

Manufacturer list

14 entries · 4 learned aliases

Canonical	Aliases	Ext. ID	Approved by	Scope	Date
ABB	Baldor, Baldor Electric	MFR-001	Dave K.	Project	2026-06-15
Allen-Bradley	A-B, Rockwell	MFR-002	Dave K.	Client	2026-06-14
Caterpillar	CAT, Cat.	MFR-003	Dave K.	Project	2026-06-15
Endress+Hauser	E+H	MFR-004	Dave K.	Client	2026-06-14
Grundfos	—	MFR-005	Dave K.	Client	2026-06-14
Honeywell	—	MFR-006	Dave K.	Client	2026-06-14
Parker	Parker Hannifin	MFR-007	Dave K.	Client	2026-06-14
Rosemount	—	MFR-008	Dave K.	Client	2026-06-14
Siemens	—	MFR-009	Dave K.	Client	2026-06-14
Sulzer	—	MFR-010	Dave K.	Client	2026-06-14
Trane	—	MFR-011	Dave K.	Client	2026-06-14
Wilo Pumps	WILO	MFR-012	Dave K.	Project	2026-06-16
Malmbergs	MALMB	MFR-013	Dave K.	Client	2026-06-14
Flowserve	FLWSRV	MFR-014	Dave K.	Client	2026-06-14

Location hierarchy

23 locations · 4 levels · imported from Fiix

Canonical	Aliases	Level	Approved by	Scope
P2-WTP-LVL1-PMP · Pump Zone	Pump House, Pump Rm	4	Fiix import	Client
P2-WTP-LVL1-MCC2 · MCC Room	BLDG 4 MECH RM	4	Dave K.	Project
P2-GEN-YARD · Generator Yard	Gen. Yard	2	Fiix import	Client
P2-LIFT-STN-2 · Lift Station 2	—	3	Fiix import	Client
P2-DIST-BLD4 · Distribution Bldg 4	—	3	Fiix import	Client
P2-HVAC-CHL · HVAC / Mechanical	—	3	Fiix import	Client

Showing 6 of 23 · View all

Asset class matrix

8 classes

Canonical	Types	Matched	Approved by
Rotating Equipment	Pump, Motor, Fan, Compressor	5	Dave K.
Electrical Drive	VFD, Soft Starter, DOL	2	Dave K.
Instrumentation	Transmitter, Sensor, Meter, Controller	4	Dave K.
Power Generation	Generator, Standby, UPS	1	Dave K.
HVAC	Chiller, AHU, RTU, Boiler	1	Dave K.
Hydraulics	HPU, Cylinder, Valve	1	Dave K.

Showing 6 of 8 · View all

Alias memory

Corrections you've made become reusable mappings. Scope controls where each alias is applied.

Raw value	Canonical	List	Learned from	Approved by	Scope	Status
CAT	Caterpillar	Manufacturer	P2-GEN-001	Dave K.	workspace	approved
Baldor	ABB	Manufacturer	P2-VFD-008	Dave K.	workspace	approved
WILO	Wilo Pumps	Manufacturer	P2-PMP-041	Dave K.	workspace	approved
BLDG 4 MECH RM	P2-WTP-LVL1-MCC2	Location	P2-VFD-015	Dave K.	project	pending

Workspace

Settings

Review policies, export templates, team, and integrations

Import readiness policy

Rules that determine when a record is marked import-ready. Applied to all projects in this workspace.

Auto-accept threshold

Records with all required fields above this confidence are marked import-ready without review

90%

Duplicates block import

Records flagged as duplicate candidates cannot be marked import-ready until resolved

Unreadable evidence requires review

Records with unreadable nameplate photos are held for manual entry or retake

Unknown locations block import

Location values not in the approved hierarchy cannot be marked import-ready

Workspace-approved aliases auto-map

Aliases approved at workspace scope are applied automatically in new projects

Required fields

Asset IDDescriptionManufacturerSerialLocation

Who can approve

Only Owners and Editors can mark records as import-ready

Owner, Editor

Exception handling rules

How different exception types are treated by default.

Location ambiguous (2+ candidates)

Hold for reviewer — do not auto-pick

blocks import

Manufacturer alias (suggested match)

If workspace-approved alias exists, auto-apply. Otherwise hold for review.

auto if approved

Missing required field

Hold for manual entry — cannot be skipped

blocks import

Duplicate candidate

Hold until merge/keep/reject decision is made

blocks import

Fiix Asset Import Template

Version 3.2 · auto-recognized from your uploaded template file

PackFields field	CMMS column	Required	Validation
Asset ID	Asset ID	required	unique, non-empty
Description	Asset Description	required	max 120 chars
Manufacturer	Manufacturer	required	must match reference list
Model	Model Number	optional	—
Serial	Serial Number	required	non-empty
Location	Location Path	required	must match hierarchy
Asset type	Asset Category	optional	must match class matrix
Criticality	Criticality	optional	A / B / C / D
Parent asset	Parent Asset ID	optional	must exist in register
Install date	Installation Date	optional	ISO date
Department	Department	optional	—

Other templates

Add templates for other CMMS targets. Each project selects one template.

eMaint Equipment Import

Not configured — upload or configure

Maximo ASSETNUM Import

Not configured

Color scheme

Pick the workbench look. Applies instantly and is saved to this browser.

Display

Reduce motion

Pause animations and transitions

Compact density

Tighter rows in tables and records

Profile

How you appear to your team.

Full name

Work email

Role

Avatar

Shown on review activity

DK

Team

4 members

Evidence sources

Where your files arrive. We pull from these automatically.

Google Drive

Watching "Plant 2 Nameplates" for new photos

Amazon S3

s3://cascade-assets/incoming

Email forwarding

[email protected] → your workspace

Web upload

Drag-and-drop in the workbench

API access

Send evidence files and pull deliverables programmatically. Keys are scoped — each key can only access the permissions you assign.

Production key

pk_live_••••••••••••••••••••••••2c71

active

Last used

2026-06-27 · 14 API calls this week

Scopes

upload:sourcesread:recordsexport:deliverablesread:reference-lists

Rotate key

Last rotated 22 days ago · rotates invalidate the previous key