Page Comparison

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. At the time you complete pre-starts, you have the ability to can record punch items (defects). Based on the maintenance intervals defined by you, you can get alerts when maintenance is overdue.

...

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 maintenance intervals of each individual category.

Pre-Starts:

For Upvise Maintenance to work effectively for your business, it is heavily dependant on pre-starts being completed daily (frequently) so that the data entered by your operators, updates the utilisation on the plant item and accurately generates alerts for your plant department to manage.

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.

Image Removed

When clicking on the “Service History” button, you will see a summary of equipment service records for that equipment item.

Image Removed

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

Image Removed

Image Removed

Commonly, when recording pre-starts, you have the ability to record punch items to indicate if something is faulty and did not pas the inspection.

You can access these punch items from the Equipment module in upvise via the left pane:

Image Removed

Image Removed

Modifying Punch Item Columns Displayed

You can change the columns you see in the view above in Equipment options display settings:

Image Removed

• Punch item display: will allow you to modify the punch item display column in the view.

  Image Removed

• Custom Columns: will allow you to modify the columns displayed in the Equipment view

  Image Removed

Managing Punch Items:

You can use punch items to assign to mechanics or plant managers responsible for maintaining equipment. Punch Items can be used as a method to simply record when something as a defect and when the defect is resolved, alternatively you can use punch items in conjunction with other more complex Upvise function to schedule repairs (Upvise Jobs for example). Upon fixing the defect or scheduling a repair, complete the punch item.

Example:

Image Removed

When clicking “Complete”

Image Removed

Click “Complete” again to complete the punch item.

Image Removed

The complete punch item now displays in the completed filter:

Image Removed

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.

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 Image Added 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 Image Added Select all relevant “Equipment Groups” to be used for Job Scheduling: Image Added

Expand
title 3. 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 Image Added

Process Chart:

...

Process Overview:

1. Pre-Start Guide (Operators)

2. Punch Item Management (Plant Managers)

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