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. 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.

Expand

title	1. Configuring Equipment Categories

Go to the equipment module
Click on “options”
Image RemovedImage Added
Select “categories”
Image RemovedImage Added
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
  Image RemovedImage Added

Workbench Has a few standard prestart templates installed when your site is configured.

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

The prestart schelists 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.

Expand

title	Pre-Start Forms

	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

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