Plant Groups

Overview:

Plant Groups provide the highest level of grouping of Plant Items for filtering and reporting purposes, and is used in conjunction with Plant Classes which is the second tier of Plant Item grouping.
For example, a Plant Group of "Compressors" may then have Plant Classes of "Diesel Powered" and "Petrol Powered" to further classify the plant group. It is recommended to only be as specific as necessary or useful when creating these groups and classes.

Screen Guide:

image-20250312-201851.png

 

By default, the Filter is set to show only the Plant Group Type. Use the + New Plant Group button to create new lines.

  • Group Code is the shorthand code given to represent the Group and must be unique.

  • Description is the full description of the Group.

  • Details are available as an optional area if more of a description is needed.

  • Type switches between Plant Group and Plant Price Group for the line. Both groups can be set independent of each other in Plant Items, but Price Groups are not associated with Plant Classes.

  • Default Meter is for selecting the default meter of the group

  • Upvise Valid. The system checks the default meter and displays an icon here to indicate compatibility with Upvise. Upvise only supports kilometers or hours as meter types. Therefore, selecting a different meter, such as days, will not be valid for Upvise. If you do not use Upvise, this can be ignored.

  • Service Period is the days between services, presented as list:

    • None

    • Everyday

    • Every week

    • Every 2 weeks

    • Every month

    • Every 3 months

    • Every 6 months

    • Every year

  • Service Reminder Days is the days before service due when reminder is displayed.

  • Meter Interval is the reading between services eg. service every 10,000kms

  • Reminder reading unit is the reading before service due when reminder is displayed.

  • Bin to delete the selected record.

Note:

If the Plant Group Settings are blank in Workbench, they will be ignored during the sync process to Upvise.

Next Steps:

Once created, a group can immediately be used in the desired Plant Item.

 

Related Pages:

Plant

Plant Classes

FAQs:

Filter by label

There are no items with the selected labels at this time.

Process Flow:

 

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