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titleConfiguring Categories

  1. Go to the equipment module

  2. Click on “options”

  3. Select “categories”

  4. You will see a list of the plant groups/ equipment categories as they have synced from workbench. Here inside each category is where you will set the following:

    1. Utilisation Monthly Minimum

    2. Pre-start intervals

    3. Pre-start form

    4. Maintenance intervals

    5. Servicing Form

Using Upvise:

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titlePre-Start Forms

Workbench has a few standard prestart templates to start you off when we install your site.

  • Construction Vehicles Pre-Start Checklist

  • Light Vehicle Daily Pre-Start Checklist

  • Mower Daily Pre-Start

The prestart checklists are designed to capture the condition of the equipment before operationing the vehicle to ensure that it’s safe to operate and any non-critical defects are captured as the operator completes the assessment. Defects are captured on the form via Punch items, see forms for more information regarding how punch items are configured in your template.

We recommend you review your pre-start forms when you are configuring your system to ensure that critical information, and information unique to your business operations is captured.

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titlePunch Items (Defects)

Commonly, when recording pre-starts, you have the ability to record punch items to indicate if something is faulty and did not pas the inspection.

You can access these punch items from the Equipment module in upvise via the left pane:

Modifying Punch Item Columns Displayed

You can change the columns you see in the view above in Equipment options display settings:

  • Punch item display: will allow you to modify the punch item display column in the view.

  • Custom Columns: will allow you to modify the columns displayed in the Equipment view

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Managing Punch Items:

You can use punch items to assign to mechanics or plant managers responsible for maintaining equipment. Punch Items can be used as a method to simply record when something as a defect and when the defect is resolved, alternatively you can use punch items in conjunction with other more complex Upvise function to schedule repairs (Upvise Jobs for example). Upon fixing the defect or scheduling a repair, complete the punch item.

Example:

When clicking “Complete”

Click “Complete” again to complete the punch item.

The complete punch item now displays in the completed filter:

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