Creating environmental logs by sending offline content records

Offline content records are Microsoft Excel spreadsheets that are used to enter the data to create multiple environmental logs at one time or to send information to Maximo® Real Estate and Facilities when you are not logged in.

Before you begin

Enter the incoming email account information for offline forms in the Incoming Mail Config record by selecting Tools > System Setup > Incoming Mail Config.

About this task

Offline content forms are available for climate, emission, energy, travel, waste, and water logs. Maximo Real Estate and Facilities parses the data that is entered into the system through offline content forms. Maximo Real Estate and Facilities creates environmental logs based on the meter type for water, energy, emission, travel, or waste logs or for the weather station for climate logs.
Tip: Use the offline content records that are provided with Maximo Real Estate and Facilities. To change a standard record, copy it, rename the copy, and edit the copy.

Procedure

  1. Go to Tools > System Setup > Integration > Offline Content, select an offline content record, and save the .xls file to your computer.
  2. Open the offline content record .xls file and specify the data to send to the Maximo Real Estate and Facilities system.
  3. Send the populated record as an attachment to a configured email address.