Overview:
Equipment in Upvise is equivalent to Plant Items in Workbench. Equipment is imported from Workbench’s list of Plant Items and can then be issued to Projects at a specified frequency. These issues are then imported back into Workbench for job costing. Upvise provides the ability to track, manage, and maintain your equipment. Custom Forms can be created for pre-starts, servicing, or other plant-related needs.
| Expand | ||
|---|---|---|
| ||
Before you start using Equipment in Upvise, you must complete the set-up of your Plant module in Workbench. Plant items should all be configured in Workbench list including the following components as a minimum to optimise your usage in Upvise:
The following data imports can be used to help with this process:
|
| Expand | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||
After you have completed the setup of your plant items in workbench, ensure that all plant have been flagged “Requires Scheduling”. You can use the utility
The Requires Scheduling flag maintains the relationship between upvise and workbench, ensuring Plant data and updates are able to sync between the two systems. Once this is completed, navigate to the Upvise Integration screen and complete a manual data set up for plant. Equipment and Equipment Categories sync from the workbench plant module.
|
| Expand | ||
|---|---|---|
| ||
If you have sold, decommissioned or retired a plant item, in workbench you need to tick “finalised” in plant details tab. The Upvise Equipment item will Auto-archive in the next scheduled sync and no longer will be selectable on forms. The Req. Sched flag should be retained.  Only Finalised plant items auto-archive in Upvise. |
Screen Guide:
| Expand | ||
|---|---|---|
| ||
 The Dashboard is divided into Overview, Daily Checklist, Low Utilization, and By Project tabs, each offering a different summary of existing equipment data. Most of the graph and line segments can be clicked on to see the underlying detail.  |
| Expand | ||
|---|---|---|
| ||
  The Map selection provides an insert of Google Maps with available equipment plotted on the map based on the allocated Projects Geocode. It’s important to note that upvise Equipment location is input based, Geo coding will update either when requested or when a prestart is completed on the equipment item. To bring new projects into the map view, go to the No geocode tab, then click Batch Geocode in the top menu selection area. This process will search for missing geocodes based on the equipment’s location and update the map. |
| Expand | ||
|---|---|---|
| ||
  This section shows existing equipment in list form, divided into tabs based on Custom Flags that can be set up in Options. You can reallocate equipment to other projects by ticking the checkbox to the left of the item and then selecting Allocate To in the top menu, then selecting the desired project from the dropdown. Previous allocations are shown in the History section located in the details of each equipment item. Clicking on an equipment line shows its details:   Several fields cannot be edited here as they link back to Workbench, but fields in blue can be changed. You can add Files/Photos, complete Forms, and view other details from this screen. Note that the Extension Columns from Workbench Plant Items sync to Upvise. Clicking the Perform Maintenance menu item at the top will navigate you to the maintenance form for completion:  Punch Items can be added when issues are found. Click the check mark when finished, then Submit the form. |
Next Steps:
Plant managers should use the equipment application to manage plant across the business on a regular basis. You can see equipment maintenance in calendar form using the Maintenance feature in addition to seeing things in the Calendar application.
When doing Timesheets, users can include the equipment they used during their time entry.