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Before you start using Upvise for Equipment maintenance, there is some configuration required to get you started.
Plant Maintenance Default settings for Plant Groups in Workbench automatically sync with Equipment Categories in Upvise. RN 4.7.6
The Workbench Maintenance settings act as the master source, ensuring alignment and
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accuracy. If the Workbench settings are blank, no updates will be synced to Upvise.
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| title | 1. Configuring Equipment Maintenance Intervals (workbench) |
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Log into workbench and navigate to the plant module navigate to plant set up Select plant groups Set the respective maintenance settings for each plant group
Workbench Field | Upvise Field | Default Meter | Utilization | Service Period | Service Period | Service Reminder Days | Service Period Advance Warning | Meter Interval | Service Usage Interval (Hours) | Reminder Reading Units | Service Usage Advance Warning |  Image Added |  Image Added |
Click “save” once the maintenance intervals are all configured.  Image AddedNavigate to The Upvise Integration Screen Select the correct fin-co if you have multiple Click Manual Data sync Click Plant Groups, Rates, Regions Click SYNC
This will sync the plant maintenance setting from workbench to upvse. |
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| title | 12. Configuring Configure Equipment Categories- Upvise |
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After the Upvise manual data sync has been completed, you will need to manually link your pre-start form and service form to each Equipment Category in Upvise. Go to the equipment module Click on “options”  Image Removedupvise Select the “Equipment” Module  Image AddedClick Options in the left pane  Image AddedSelect “categories”
 Image ModifiedYou will see a list of the plant groups/ equipment categories as they have synced from workbench.
Here inside each category Click into one to edit.
 Image AddedHere is where you will set the following: Utilisation Monthly Minimum intervalsPre-start Maintenance intervals  Image Removed |
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| title | 23. Configuring Jobs Groups & Settings |
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Go to the Jobs module Click on “Options” Select “groups” Add the following groups- used exclusively for Plant Maintenance: Scheduled Service Unplanned Service Accident Damage Improvement / Modification Other
 Image Removed Image AddedYou can add additional groups if required for other purposes however any other Job Group will be categorised as “Other” in when the log syncs to workbench. Go back to option, Vehicles  Select all relevant “Equipment Groups” to be used for Job Scheduling: 
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| title | 34. Pre-Start Settings- Always Show Daily Checklist |
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A NEW setting has been introduced, setting is available called “Always show Prestart button on mobile”. When enabled, the Daily Checklist option will always show on the mobile. Where the setting is not enabled, the button will disappear once a pre-start is completed. Admin users can apply the new setting in the Equipment Web app > Options > General
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Process Chart:
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