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Before using Equipment in Upvise, you must configure the Plant module in Workbench.
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 Plant Meter Import - required to set the last “Service” meter reading and date for accurate data visibility in workbench.
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. Workbench Upvise Plant Code Equipment ID Description Name Plant Groups Categories Plant Class Class (custom field) Location Region
Plant Maintenance settings sync automatically from Workbench Plant Groups to Upvise Equipment Categories. Synced Fields: Workbench Upvise Default Meter Utilisation Service Period Service Period Service Reminder Days Advance Warning Meter Interval Usage Interval Reminder Units Usage Warning
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 Sync to Upvise indicator should be retained. Only Finalised plant items auto-archive in Upvise.
Dashboard
The Equipment Dashboard is the central hub for managing equipment in Upvise. From this screen, users can monitor equipment status, daily checklists completed for the day (pre-starts), review utilisation, manage maintenance requirements, and allocate equipment to projects.
The dashboard is divided into several sections, each designed to provide a different view of your equipment data. These views help plant managers, supervisors, and administrators quickly identify items requiring attention and make informed decisions about equipment allocation and maintenance.
Most charts and summary sections within the dashboard are interactive. Selecting a chart, count, or category will display the underlying equipment records, allowing users to drill down into detailed information.
The dashboard is filterable by project the equipment is allocated to:
The following sections provide an overview of each dashboard tab:
The Daily Checklist tab highlights equipment that requires a pre-start or that a pre-start has been completed. You can click on the counters or the graph, and drill into the list views where you can filter on the columns displayed.
The Allocation section of the dashboard shows a summary of what is allocated or hot allocated to a project. Equipment can be allocated automatically to a project at the time a pre-start is completed if the respective database settings are enabled: Auto Allocate Equipment based on nearest Project Location When performing Barcode scan, NFC lookup or starting Daily checklist Update Location automatically When adding a new Form to an Equipment To allocate equipment: Navigate to the equipment module list view Tick equipment Select "Allocate To" Choose project Allocation history stored in: Equipment → History This project allocation can sync to workbench is the workbench control parameter “Plant Job Source” is set to “Upvise”. “Project” column in plant item list view. The allocation is also available on the plant item directly:
The Maintenance and Low Utilisation section of the dashboard provides a summary of equipment that is due soon or overdue for servicing and maintenance. The utilisation count highlights equipment with low usage, helping identify underutilised plant. If warranty dates are managed in Upvise, this section will also display a count of equipment with expired warranties. You can click to drill into these tiles to display a list view of the equipment and filter on the list as needed:
Parent Equipment
Parent Equipment in Upvise allows you to group related equipment items under a single primary equipment. This is commonly used where multiple components belong to one piece of plant, or where equipment is made up of several sub-equipment that need to be tracked individually.
Parent Equipment is the main equipment that contains one or more Child Equipment items. This structure allows you to:
Group related equipment together
Track components separately
Maintain individual service schedules
Record separate meter readings
Track maintenance history independently
Common Use Cases Parent Equipment is typically used for: Trucks with trailers Excavators with attachments Generators with fuel tanks Vehicles with specialised equipment attached Plant made up of multiple components Example Equipment Type Equipment ID Description Notes Parent Equipment TRK001 Truck Primary asset Child Equipment TRL001 Trailer Attached to truck Child Equipment TRL002 Dolly Optional additional component The Parent will sync to workbench and be visible on the “details” tab, parent plant field: Note: Parent/ Child updates are updated in Upvise and synced to workbench. Edits made in workbench will not sync back to upvise as upvise is assumed to be the master for this functionality. 4.6.11 - 10 Jul 2023 - Release Notes - Confluence
Map:
The Map view provides a visual representation of equipment locations across projects and regions. This view helps users quickly understand where equipment is currently allocated and supports planning, logistics, and operational decision-making.
Equipment is displayed on the map using geocode data derived from “Location” field, manual location entries can update the location, or updates captured during equipment-related data entry such as pre-starts or inspections.
The Map view is particularly useful for:
Identifying equipment distribution across projects
Locating nearby equipment
Planning equipment allocation
Monitoring regional plant usage
Identifying equipment with missing location data
If equipment does not appear on the map, it may be missing geocode information. These items can be identified and updated using the No Geocode tab and the Batch Geocode function.
Users can also select equipment directly from the map to view additional details and navigate to the equipment item.
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.
