Plant Assignments

Owned by Lisa Robb
Last updated: Apr 03, 2023
2 min read

Plant Assignments are used to group Plant Items together and facilitate the bulk issuing of plant in Plant Issues.

This is useful when specific items are assigned to a particular job for an extended period of time.

Plant Assignments in Upvise

In Upvise, plant assignment will enable you to record the movement of the plant between projects, as well as end the assignment, and record the conditions of the plant at the time the plant is removed from the project site returned to the depot.

Plant assignments are useful for plant hire companies or companies maintaining large plant fleets where it’s easier to complete bulk plant issues in workbench.

The Plant assignment process in Upvise is comprised of three steps (three forms):

Form

Function

Linked To

Form

Function

Linked To

  1. Plant Assignment

    1. Plant Assignment Subform

Used to add plant to plant assignments in Upvise and workbench.

  • The form will allocate the plant to the Upvise Project

  • The form will add the plant to the plant assignment in workbench including the start date, notes

  • The form will flag the equipment in Upvise “On Hire”

Project

2. Plant Assignment End

a. Plant Assignment End Subform

Used to add an end date on the plant assignment for the selected plant and to cease charging the client.

  • The form will insert an end date into the workbench plant assignment

  • The form will flag the equipment in Upvise “Off Hire”

Project

3. Plant Return

a. Plant Return Charges

Used to record the Condition of the plant at the time the plant has physically been removed from the project (Job site). Plant managers will assess the condition of the plant at this step and have the option to record damages and on-charge the to the client using outputs

  • The form will mark the plant as “returned” in the plant assignment in workbench

  • The form will unallocated the equipment from the project in Upvise

  • The form will flag “inspection required”

  • The “Plant Return Charges” subform allows you to record daily outputs for things like refuelling charges and damages to the client if required.

Equipment

 

 

If using plant assignments, you should not need to manually complete daily plant issues in upvise.