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 “Requires Scheduling”.

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 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.

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.

Open

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.

Open

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.