Record preparation
UST record import checklist.
Preserve the source. Check the identities. Confirm the relationships before you move the records.
Nine checks before import.
Check items here or print a copy. Checkboxes are not submitted or saved. Agree the supported format and import scope separately; this checklist does not promise automatic import of every file.
- File or source name,
- Source owner,
- Last updated date,
- Unchanged original copy
Keep the original separate from the working file; mark information whose age or meaning is uncertain.
- Customer identifier,
- Business name,
- Appropriate contact
Confirm that similarly named companies are the same organization before combining them.
- Site identifier,
- Location,
- Customer relationship
Use the location and identifiers to distinguish separate sites with similar names.
- Equipment identifier,
- Equipment type,
- Parent site,
- Relevant attributes
Confirm each equipment record belongs to the right site; keep missing identifiers visible.
- Form name and version,
- Field meanings,
- Example finished report
Use sample or redacted material; confirm which fields and output formats must be reproduced.
- Source record key,
- Related record key,
- Relationship meaning
Show how customer, site, equipment, and job records connect; test ambiguous links.
- Duplicate candidates,
- Conflicting values,
- Missing keys,
- Unsupported formats
Do not fill gaps with guesses. Name who can resolve each exception and how it will be checked.
- Normal records,
- Missing-value case,
- Duplicate-name case,
- Unusual relationship
Inspect a small, agreed sample before broad changes; include the cases most likely to break the mapping.
- Reviewer,
- Expected counts and links,
- Open issues,
- Accepted result
Agree what a usable result looks like and keep the source copy until the outcome has been checked.
Check the links as well as the rows.
A repeated name or equipment label can describe different records.
| Relationship | Sample | Check |
|---|---|---|
| Customer to site | SampleC-01 → Sample Site 12 | CheckDoes the source establish that the location belongs to this customer? |
| Site to equipment | SampleSample Site 12 → TK-01 | CheckIs TK-01 the intended asset, even if its label repeats at another site? |
| Job to output | SampleUST job 104 → Inspection form → report | CheckAre the form version, source fields and expected output understood? |
Keep uncertain values and their source. Name who will resolve each exception and who accepts the reviewed sample before broader changes.