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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 the 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

Before you start using Upvise for Equipment maintenance, there is some configuration required to get you 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 category.

Expand
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

Expand
title2. Configuring Jobs Groups & Settings
  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.png

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.png
  2. Select all relevant “Equipment Groups” to be used for Job Scheduling:

    image-20240108-015930.png

Process Chart:

image-20240104-033209.png

Process Overview:

1. Pre-Start Guide (Operators)

2. Punch Item Management (Plant Managers)

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