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titleServicing Reports & Summary

Workbench has developed a utility to quickly access service history reports from your equipment.

This is useful for maintenance history for external maintenance works, or to produce service records when being audited.

You can find the “Service History” option on your individual equipment items in Upvise on the web.

When clicking on the “Service History” button, you will see a summary of equipment service records for that equipment item.

This is a view of the following:

  • The Date of the service

  • Any form that has “service” in it’s name

  • “Service Type” field must exist as a field on your service forms.

  • “Meter” is taken from the “Kms/Hrs” field on your service forms.

If the abovementioned fields do not exist, have a different label or have been left blank, you will not see data in this view.

You can use the “Service History PDF” button to extract a PDF report of your service records

Screen Guide

Completing an Equipment Pre-start on the mobile:

  1. log into upvise on your mobile app and navigate to “Equipment” module.

  2. Here you can locate the equipment via:

    1. The “Equipment” list

    2. Categories

    3. “Lookup” option where you can scan a QR code

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  3. Once you have the equipment open, you will see a blue button “Daily Checklist”. You will click this to initiate your prestart

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  4. You will see the “last hours” (or last kms). There will be a field called “current Hours” where you input the current odometer reading of your equipment.

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  5. Click Save, then click “Start”

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    You will be taken into the pre-start form for that equipment.

  7. Complete the form and submit it.

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  8. end process