---
title: "Scheduling Equipment for a TA"
slug: "scheduling-equipment-for-a-ta"
description: "Schedule equipment for a turnaround using the TA Schedule template. Learn to import, upload, and list equipment efficiently for planned events."
tags: ["TAT"]
updated: 2026-10-27T23:12:18Z
published: 2026-10-27T23:12:18Z
canonical: "ims-handbook.cenosco.com/scheduling-equipment-for-a-ta"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://ims-handbook.cenosco.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduling Equipment for a TA

To Schedule Equipment for a Turnaround, you need to link the Equipment to a [Planned Event](/v414/docs/ims-planned-events).

Note

Planned Events are managed by PEI, so first review the existing Planned Events before creating any new ones. This can be done in the [Planned Events Main Menu](/v414/docs/ims-planned-events).

TA Schedules can be created in bulk by making use of an Import Wizard Template to link the existing Equipment to the existing Planned Events.

## Download and filling in TA Schedule Templates

To download and fill in a TA Schedule Template:

- Go to Settings\Data Transfer\Import Data.
- Download the template: “TA Schedule”.

![A screenshot of a cell phone  Description automatically generated](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/scheduling-equipment-for-a-turnaround-image-rwgfq716.png?sv=2026-02-06&spr=https&st=2026-10-28T13%3A50%3A26Z&se=2026-10-28T14%3A50%3A26Z&sr=c&sp=r&sig=BRN0nMekQ3AIN9bSU5QvRwtqiuK2%2FoZZneuzeuLSxfQ%3D)

Download the TA Schedule template.

- Open the Template in Excel (the format will be ready for upload).
- Fill in the **Equipment Id**, i.e., the Equipment name.

Note

This Equipment must already exist in IMS.
- Fill in the **Responsible Technologist**.
- Fill in the **Activity Name**.
- Fill in the **Planned Event** number of your Turnaround.

Note

This Planned Event (Turnaround) must already exist in IMS - see [Reviewing Planned Events in Settings](/v414/docs/reviewing-planned-events-in-settings).
- Save the sheet.

![A screenshot of a cell phone  Description automatically generated](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/scheduling-equipment-for-a-turnaround-image-std1lgrp.png?sv=2026-02-06&spr=https&st=2026-10-28T13%3A50%3A26Z&se=2026-10-28T14%3A50%3A26Z&sr=c&sp=r&sig=BRN0nMekQ3AIN9bSU5QvRwtqiuK2%2FoZZneuzeuLSxfQ%3D)

The TA Schedule import template.

## Uploading TA Schedule Templates

To upload a TA Schedule Template:

- Go to Settings\Data Transfer\Import Data.
- Select the import type: “TA Schedule”.
- Click **Browse**.
- Select your filled in Excel sheet.
- Click **Next**.
- A field mapping is shown and will automatically be mapped.

![A screenshot of a cell phone  Description automatically generated](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/scheduling-equipment-for-a-turnaround-image-or6sh5k3.png?sv=2026-02-06&spr=https&st=2026-10-28T13%3A50%3A26Z&se=2026-10-28T14%3A50%3A26Z&sr=c&sp=r&sig=BRN0nMekQ3AIN9bSU5QvRwtqiuK2%2FoZZneuzeuLSxfQ%3D)

The fields will automatically be mapped.

- Click **Next**.
- The number of Schedules found and number of Schedules that will be created are shown.

![A screenshot of a cell phone  Description automatically generated](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/scheduling-equipment-for-a-turnaround-image-xzetk2k2.png?sv=2026-02-06&spr=https&st=2026-10-28T13%3A50%3A26Z&se=2026-10-28T14%3A50%3A26Z&sr=c&sp=r&sig=BRN0nMekQ3AIN9bSU5QvRwtqiuK2%2FoZZneuzeuLSxfQ%3D)

The number of Schedules that will be created are shown.

- Click **Next**.
- IMS will notify you when the Schedule(s) are create.
- Click **Show entities** to view the newly created Schedules.

You will be navigated to the **Schedules** main menu, and it will be filtered for your Schedules.

## Listing Equipment Scheduled for a TA

To list all Equipment Scheduled for a specific Turnaround (Planned Event):

- Click on the **Equipment** main menu to go to the Equipment list.
- Click the filter button.
- Expand the **Planned Events** filter.
- Select your Planned Event.

![A screenshot of a cell phone  Description automatically generated](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/scheduling-equipment-for-a-turnaround-image-c9cvhjgk.png?sv=2026-02-06&spr=https&st=2026-10-28T13%3A50%3A26Z&se=2026-10-28T14%3A50%3A26Z&sr=c&sp=r&sig=BRN0nMekQ3AIN9bSU5QvRwtqiuK2%2FoZZneuzeuLSxfQ%3D)

Select the desired Turnaround from the Planned Events filter.

- Click **Show … matching Equipment**.

All Equipment Scheduled for the selected Turnaround will be listed.

Note

You can do the same from the **Schedules** main menu.