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title1. Configuring Equipment 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

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title2. Configuring Jobs Groups
  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

image-20240108-015735.pngImage Modified

You can add additional groups if required for other purposes however any other Job Group will be categorised as “Other” in workbench.

  1. Go back to option, Vehicles

    image-20240108-015847.pngImage Modified
  2. Select all relevant “Equipment Groups” to be used for Job Scheduling:

    image-20240108-015930.pngImage Modified

Process Chart:

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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

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