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:

• Plant Groups

• Plant Rate Codes/ Rates

• Plant Meter Codes

• Any plant extension columns you wish to see in Upvise

The following data imports can be used to help with this process:

• Plant

• Plant Rate Code

• Plant Job Supplement

After you have completed the setup of your plant items in workbench, ensure that all plant have been flagged “SYNC TO UPVISE”.

You can use the utility

• Name wbUtilitySetPlantRequireScheduling

• Details: This utility changes the state of filtered Plant Items Require Scheduling flag for Upvise synchronization. If no criteria is specified, all plant items are updated.

The Upvise 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.

If you have sold, decommissioned or retired a plant item, in workbench you need to tick “finalised” in the plant details tab. The Upvise Equipment item will Auto-archive in the next scheduled sync and no longer will be selectable on forms.

The Syne to Upvise indicator should be retained.

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Only Finalised plant items auto-archive in Upvise.

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.

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The Map selection provides an insert of Google Maps with available equipment plotted on the map based on the allocated https://webwbdoc.atlassian.net/wiki/spaces/UPVISE/pages/1214447811 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.

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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:

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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 https://webwbdoc.atlassian.net/wiki/spaces/DOC/pages/705495343 sync to Upvise.

Clicking the Perform Maintenance menu item at the top will navigate you to the maintenance form for completion:

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Punch Items can be added when issues are found. Click the check mark when finished, then Submit the form.