In Workbench, you should review and configure the Next Log Number under the Global Settings before commencing use of Service Logs.

This setting can also be managed via FinCo for environments integrated with Upvise.

Recommended Configuration

It is strongly recommended to start your log numbering at a 5-digit number, for example:

10000

Why This Matters

Upvise uses a broad search function.
If log numbers begin at low intervals such as:

• 1

• 2

• 3

Searching for these values in Upvise may return multiple unrelated records (for example, addresses, equipment numbers, or other data containing the number “1”).

By starting at a higher, more refined number (e.g. 10000):

• Searches become more accurate

• Service logs are easier to locate

• Long-term usability and reporting improves

• You reduce confusion for end users

This is particularly important for clients who rely on searching log numbers regularly within Upvise.

Step 1 – Review Priorities in Workbench

In Workbench, review the Log Priorities list and ensure it aligns with your organisation’s agreed Service Level Agreements (SLA’s).

Things to confirm:

• Priority levels reflect your response time commitments

• Descriptions are clear and consistent

• No duplicate or redundant priority values exist

• Ordering reflects urgency (e.g. Critical → High → Medium → Low)

This ensures reporting, escalation, and SLA tracking behave as expected.

https://webwbdoc.atlassian.net/wiki/spaces/DOC/pages/705495582

Step 2 – Match Priorities in Upvise

Once confirmed in Workbench, replicate the same priority structure in Upvise:

Navigate to:

Jobs > Options > Custom Fields

Locate the Priority field and update the list to exactly match the Workbench configuration.

Formatting Requirements

The Priority list in Upvise must be formatted as:

• A pipe-delimited string

• With no leading or trailing spaces

• No extra spaces around the pipe character

✅ Correct Format Example:

❌ Incorrect Format Examples:

Even small spacing inconsistencies can cause filtering or syncing issues, so it’s important the formatting is clean and precise.

Workbench - Log Priorities	Upvise - Job Priorities custom field

Workbench - Log Priorities	Upvise - Job Priorities custom field
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When your Upvise database is first installed, it will include pre-configured Job Groups specifically used for Plant Maintenance Logs in Workbench.

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⚠️ Important

These pre-configured Job Groups:

• Must not be edited

• Must not be renamed

• Must not be deleted

They are required for correct mapping between Upvise and Workbench Plant Maintenance logs.
Modifying them may cause sync failures or incorrect log allocations.

Creating Additional Job Groups

If your business is also using Service Logs (logs linked to Workbench Jobs), you may create additional Job Groups to suit your operational needs.

Examples may include:

• Dayworks

• Labour Hire

• Sewerage Works

• Breakdowns

• Civil Works

• Internal Maintenance

These can be customised to align with your business structure.

How to Create a New Job Group

As an upvise System Admin User, you will have access to create a new Job Group viathe below steps:

1. Navigate to Jobs

2. Select Options

3. Click Groups

4. Click Add New Group

5. Enter the Group Name & Group Colour

6. Click Save

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Job Groups will Automatically Sync to Workbench when logs are created using the new groups- no additional set up is required in workbench.

Why Job Groups Matter

Job Groups are an important part of your configuration because they can:

• Control how jobs display in the Job Calendar

• Be used to colourise different job types

• Assist with filtering and reporting

• Improve visibility of workload distribution

A well-structured Job Group setup makes scheduling clearer and improves long-term usability for dispatchers and project managers.

Log Workflow Status & Upvise Job Status: Workbench Logs and Upvise Jobs statuses do not always match 1 to 1. In the Logs List, you can filter using Workbench Workflow Status. There is an option to use the Language Translation feature in Workbench if you want to display the equivalent Upvise status. Read more here.
Status mapping below:

Integration Examples

Upvise Job Setup	Workbench Equivalent

Upvise Job Setup	Workbench Equivalent
Equipment linked only Open	Plant Maintenance Log (linked to Plant item) Open
Project + Equipment linked Open	Service Log (linked to Job) Open
Project linked only Open	Service Log (linked to Job) Open
Site linked (no project or equipment). Project is derived from the Site Open Open Site with Project	Workbench Job (via Site-to-Project mapping) Open

Use the dashboard to see key information about your Jobs, including assignments, groupings, and statuses. There are several tabs available to view additional details.

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To create a new Job, click the + icon in the top menu bar.

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Populate the job with relevant details and requirements. Assign the user you want to complete the job as the Owner.

To ensure that the Job syncs to workbench, it’s important that the project is populated.

Click the checkbox in the top menu bar to confirm and save the job, or the bin to delete the entry.

There is a “Make Recurring” option to repeat the job at the specified Frequency, up to the specified End Date. This is useful for situations where a predictable routine job must be completed and the details do not change significantly.

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The Calendar is useful for viewing existing Jobs by Day, Week, or Month with colour coding and multiple view options. Most conveniently, you can click-and-drag Jobs from one time slot or day to another.

Clicking the Vehicle icon switches the calendar view to list Equipment/Plant instead of People. To return to the People view, click the icon of the person “Staff”.

Click the folding Map icon to view jobs in Google Maps.