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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. 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.

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title	1. Configuring Equipment Categories

Go to the equipment module
Click on “options”
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Select “categories”
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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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Pre-Starts:

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log into upvise on your mobile app and navigate to “Equipment” module.

Here you can locate the equipment via:

The “Equipment” list
Categories
“Lookup” option where you can scan a QR code
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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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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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Click Save, then click “Start”

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You will be taken into the pre-start form for that equipment.

Complete the form and submit it.

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end process

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:

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Modifying Punch Item Columns Displayed

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

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Punch item display: will allow you to modify the punch item display column in the view.
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Custom Columns: will allow you to modify the columns displayed in the Equipment view
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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:

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When clicking “Complete”

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Click “Complete” again to complete the punch item.

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The complete punch item now displays in the completed filter:

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title	Pre-Start

title	Pre-Start Forms

Workbench has a few standard prestart templates to start you off when we install your site.

Construction Vehicles Pre-Start Checklist
Light Vehicle Daily Pre-Start Checklist
Mower Daily Pre-Start

The prestart checklists are designed to capture the condition of the equipment before operationing the vehicle to ensure that it’s safe to operate and any non-critical defects are captured as the operator completes the assessment. Defects are captured on the form via Punch items, see forms for more information regarding how punch items are configured in your template.

We recommend you review your pre-start forms when you are configuring your system to ensure that critical information, and information unique to your business operations is captured.

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title	Punch Items (Defects)

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.

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title	Servicing Forms

Workbench has a two standard Servicing templates to start you off when we install your site.

Light vehicle Service Record
Equipment Service Record

The Servicing forms are designed to be filled in once your equipment is due for maintenance based on the servicing intervals you configured earlier.

Upon submission of the form, the utilisation on the Equipment will be updated based on the “Kms/Hrs” entered on the form at the time of the service.

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title	Servicing Reports & Summary

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.

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

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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

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Screen Guide

Completing an Equipment Pre-start on the mobile:

2. Configuring Jobs Groups & Settings

Go to the Jobs module
Click on “Options”
Select “groups”
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.

Go back to option, Vehicles
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Select all relevant “Equipment Groups” to be used for Job Scheduling:
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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