Rules
All Jobs/Tasks must use their latest templates
Inaccurate data within a row will cause the row to be skipped during processing
Accurate data will still be processed normally
Template column headers should NOT be reordered or modified
Columns with ‘Blank’ values will NOT update when updating
System Columns
(These are default columns that are part of every template)
Column Name | Description | Example |
jobDocumentId | A Job’s Document ID | ASSESS-77 |
jobExternalIdentifier
| A unique name for reference to another system | ABC777 |
taskDocumentId | A Task’s Document ID | ASSESS-78 |
name | A required field for the name of the Job/Task | Permit 77 |
description | - | - |
assigneeContactId | System ID of a Project User (Reach out to a CSM liaison) | 358 |
statusId | System ID of a Job/Task status (Refer to Statuses within a Document Template) | 189 |
assetShortCode | An over.vu’s Asset’s unique Code | - |
assetExternalIdentifier | An over.vu’s Asset’s unique referential name | - |
Field Columns
(These columns will follow the Document's Template)
Field Type | Rules | Example |
Long Text | Data must be shorter than 4000 characters | “Text…” |
Short Text | Data must be shorter than 250 characters | “Text…” |
Boolean | Data must be entered as “TRUE” or “FALSE” | “FALSE” |
Date | Dates must be entered in the format | “2025-02-14” |
Single Select | Data must be case-sensitive to the field’s variables | “Option 1” |
Multi Select | Data must be case-sensitive to field’s variables (Separate multiple variables with a comma and no spaces, in any order) | “zZz,AAaAA,Option 1” |
Contact Selector | Data must be entered as User ID # from over.vu (Reach out to a CSM liaison) | - |