Overview
In Upvise, you can manage 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 can record punch items (defects).Based on the maintenance intervals defined by you, you can get alerts when maintenance is overdue.
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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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Process:
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1. Pre-Start Guide (Operators)
To ensure the effective operation of Upvise Maintenance for your business, consistent completion of daily pre-starts is crucial. This practice allows data entered by operators to update plant item utilization, triggering accurate alerts for your plant department to manage effectively. In Upvise, you can seamlessly manage pre-starts and equipment maintenance directly from the mobile application. Customize daily pre-start checklists for operators to fill in at the start of each day before using plant equipment. Additionally, when completing pre-starts, you can record punch items (defects). Alerts for overdue maintenance are generated based on the maintenance intervals defined by you, enhancing the proactive management of equipment maintenance.
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Workbench has a few standard prestart templates to start you off when we install your site.
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. |
Screen Guide
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2. Punch Item Management (Plant managers)
Managing punch items in a plant or industrial setting is vital for safety, efficiency, and compliance. Punch Items are tasks or issues needing resolution before full operation. The responsibility for managing punch items typically falls under the role of a construction project manager, plant manager or supervisor.
In Upvise, punch items can be managed centrally from the equipment module
You can view “Open”, “Completed” or “Closed” punch items in this list
Column Filters can be used to filter punch items via project, equipment, date etc.
Click on the punch item in the punch list to open and view additional information
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Closing a punch item:
Punch items should be closed when a repair job is raised to schedule a service or repair.
Click to open a punch item, then click “Complete”
Enter the Rectification notes and click complete
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You can change the columns you see in the view above in Equipment options display settings: 
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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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Workbench has a two standard Servicing templates to start you off when we install your site.
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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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.  When clicking on the “Service History” button, you will see a summary of equipment service records for that equipment item.  This is a view of the following:
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   |
Screen Guide
Completing an Equipment Pre-start on the mobile:
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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
Once you have the equipment open, you will see a blue button “Daily Checklist”. You will click this to initiate your prestart
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.
Click Save, then click “Start”
You will be taken into the pre-start form for that equipment.
Complete the form and submit it.
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Completing an Equipment Maintenance on the mobile:
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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.
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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)