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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

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 intervals of each individual categoryBefore you start using Upvise for Equipment maintenance, there is some configuration required to get you started.

• Plant Maintenance Default settings for Plant Groups in Workbench automatically sync with Equipment Categories in Upvise. RN 4.7.6

• The Workbench Maintenance settings act as the master source, ensuring alignment and accuracy. If the Workbench settings are blank, no updates will be synced to Upvise.

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title 1. Configuring Equipment Maintenance Intervals (workbench)
Log into workbench and navigate to the plant module navigate to plant set up Select plant groups Set the respective maintenance settings for each plant group Workbench Field Upvise Field Default Meter Utilization Service Period Service Period Service Reminder Days Service Period Advance Warning Meter Interval Service Usage Interval (Hours) Reminder Reading Units Service Usage Advance Warning   Image Added     Image Added   Click “save” once the maintenance intervals are all configured. Image Added Navigate to The Upvise Integration Screen Select the correct fin-co if you have multiple Click Manual Data sync Click Plant Groups, Rates, Regions Click SYNC This will sync the plant maintenance setting from workbench to upvse.

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title Configuring Categories2. Configure Equipment Categories- Upvise
After the Upvise manual data sync has been completed, you will need to manually link your pre-start form and service form to each Equipment Category in Upvise. Go to the equipment module Click on “options” Image Removed upvise Select the “Equipment” Module Image Added Click Options in the left pane Image Added Select “categories” Image Removed Image Added You will see a list of the plant groups/ equipment categories as they have synced from workbench. Click into one to edit. Image Added Here inside each category is where you will set the following: Utilisation Monthly Minimum Pre-start intervals Pre-start form Maintenance intervals Servicing Form Image Removed Image Added Click the TICK icon to save your selections.

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.

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title Pre-Start Forms	3. 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” when the log syncs to workbench. Go back to option, Vehicles Image Added Select all relevant “Equipment Groups” to be used for Job Scheduling: Image Added

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title 4. Pre-Start Settings- Always Show Daily Checklist
A setting is available called “Always show Prestart button on mobile”. When enabled, the Daily Checklist option will always show on the mobile. Where the setting is not enabled, the button will disappear once a pre-start is completed. Admin users can apply the new setting in the Equipment Web app > Options > General Image Added

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)