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Overview

In Upvise, you are able to manage can complete 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. Based on the maintenance intervals defined by you, you can get alerts when maintenance is overdueAt the time you complete pre-starts, you can record punch items (defects).


You can define maintenance intervals per Equipment Category, maintenance intervals can have 2 dimensions a time-based dimension and a usage-based dimension. The usage dimension can be defined as either hourly or kilometres. You can define an early warning interval for each dimension. Once an Interval for either dimension has been reached the equipment will automatically be flagged as due for maintenance.

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 maintenances maintenance intervals of each individual category.

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title1. Configuring Equipment Categories
  1. Go to the equipment module

  2. Click on “options”

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  3. Select “categories”

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  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 & 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

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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

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

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title3. Pre-Start Settings- Always Show Daily Checklist
  • A NEW setting has been introduced, “Always show Prestart button on mobile”. When enabled, the Daily Checklist option will always show.

  • Admin users can apply the new setting in the Equipment Web app > Options > General

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Process Chart:

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Process Overview:

1. Pre-Start Guide (Operators)

2. Punch Item Management (Plant Managers)

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