Page Comparison

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title 2. Configuring Jobs Groups & Settings
Go to the Jobs module Click on “Options” Select “groups” Add the following groups- used exclusively for Plant Maintenance: Scheduled Service Unplanned Service Accident Damage Improvement / Modification Other You can add additional groups if required for other purposes however any other Job Group will be categorised as “Other” in workbench. Go back to option, Vehicles Select all relevant “Equipment Groups” to be used for Job Scheduling:

Process Chart:

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Process Overview:

1. Pre-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

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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

Completing an Equipment Maintenance on the mobile:

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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

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Click on “Perform maintenance”

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Fill in the service record & submit the form

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

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

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Guide (Operators)

2. Punch Item Management (Plant Managers)

3. Equipment Jobs & Maintenance Alerts (Mechanics/ Technicians)