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Overview

In Upvise, you can manage Pre-starts and equipment maintenance directly from the mobile application. You can create your own custom daily pre-start checklists which can be filled in by your operators at the start of the day before operating plant. At the time you complete pre-starts, you can record punch items (defects).
Based on the maintenance intervals defined by you, you can get alerts when maintenance is overdue.

Getting Started

Equipment and Equipment Categories sync from the workbench plant module.

You can maintain plant categories in Upvise to manage and define the utilisation and maintenance intervals of each individual category.

Expand
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

Process:

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1. Pre-Start Guide (Operators)

To ensure the effective operation of Upvise Maintenance for your business, consistent completion of daily pre-starts is crucial. This practice allows data entered by operators to update plant item utilization, triggering accurate alerts for your plant department to manage effectively. In Upvise, you can seamlessly manage pre-starts and equipment maintenance directly from the mobile application. Customize daily pre-start checklists for operators to fill in at the start of each day before using plant equipment. Additionally, when completing pre-starts, you can record punch items (defects). Alerts for overdue maintenance are generated based on the maintenance intervals defined by you, enhancing the proactive management of equipment maintenance.

Expand
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.

Screen Guide

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2. Punch Item Management (Plant managers)

Managing punch items in a plant or industrial setting is vital for safety, efficiency, and compliance. Punch Items are tasks or issues needing resolution before full operation. The responsibility for managing punch items typically falls under the role of a construction project manager, plant manager or supervisor.

  • In Upvise, punch items can be managed centrally from the equipment module

  • You can view “Open”, “Completed” or “Closed” punch items in this list

  • Column Filters can be used to filter punch items via project, equipment, date etc.

  • Click on the punch item in the punch list to open and view additional information

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Closing a punch item:

Punch items should be closed when a repair job is raised to schedule a service or repair.

  • Click to open a punch item, then click “Complete”

  • Enter the Rectification notes and click complete

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Expand
titleModifying 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

Equipment Maintenance:

Equipment maintenance and servicing can be managed differently depending on your business’s needs and structure. Once a piece of equipment is due for maintenance, Upvise will alert you. You can use a combination of Servicing forms, Repair Request forms, punch items and Jobs to manage the works on your plant item.

Expand
titleServicing Forms

Workbench has a two standard Servicing templates to start you off when we install your site.

  • Light vehicle Service Record

  • Equipment Service Record

The Servicing forms are designed to be filled in once your equipment is due for maintenance based on the servicing intervals you configured earlier.

Upon submission of the form, the utilisation on the Equipment will be updated based on the “Kms/Hrs” entered on the form at the time of the service.

Expand
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:

Expand
titlePre-Start

  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

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

  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.

  5. Click Save, then click “Start”

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

  7. Complete the form and submit it.

  8. end process

Completing an Equipment Maintenance on the mobile:

Expand
titlePerform Maintenance

  1. When an equipment is due for maintenance, the equipment shows on the mobile in orange. You will see a “perform maintenance” button where you can initiate the service/ maintenance record on the equipment

  2. Click on “Perform maintenance”

  3. Fill in the service record & submit the form

  4. If using workbenches standard Service forms, the Kms/Hours will be updated on the equipment utilisation.

  5. The maintenance alert will disappear and the equipment will show as normal again

    end process