Plant Maintenance (Pre-Starts & Service Management)

1. Log into workbench and navigate to the plant module

2. navigate to plant set up

3. Select plant groups

4. Set the respective maintenance settings for each plant group

Workbench Field	Upvise Field
Default Meter	Utilization
Service Period	Service Period
Service Reminder Days	Service Period Advance Warning
Meter Interval	Service Usage Interval (Hours)
Reminder Reading Units	Service Usage Advance Warning
Open Workbench- Plant Group Maintenance Settings	Open Upvise- Equipment Category Maintenance Settings

5. Click “save” once the maintenance intervals are all configured.

    

6. Navigate to The Upvise Integration Screen

7. Select the correct fin-co if you have multiple

8. Click Manual Data sync

9. Click Plant Groups, Rates, Regions

10. Click SYNC

This will sync the plant maintenance setting from workbench to upvse.

After the Upvise manual data sync has been completed, you will need to manually link your pre-start form and service form to each Equipment Category in Upvise.

1. Go to upvise

2. Select the “Equipment” Module

3. Click Options in the left pane

4. Select “categories”

5. You will see a list of the plant groups/ equipment categories as they have synced from workbench. Click into one to edit.

Here is where you will set the following:

• Pre-start form

• Servicing Form

   

• Click the TICK icon to save your selections.

1. Go to the Jobs module

2. Click on “Options”

3. Select “groups”

4. Add the following groups- used exclusively for Plant Maintenance:

   1. Scheduled Service

   2. Unplanned Service

   3. Accident Damage

   4. Improvement / Modification

   5. Other

You can add additional groups if required for other purposes however any other Job Group will be categorised as “Other” when the log syncs to workbench.

5. Go back to option, Vehicles

6. Select all relevant “Equipment Groups” to be used for Job Scheduling:

• A setting is available called “Always show Prestart button on mobile”. When enabled, the Daily Checklist option will always show on the mobile. Where the setting is not enabled, the button will disappear once a pre-start is completed.

• Admin users can apply the new setting in the Equipment Web app > Options > General