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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

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.

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

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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
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Click “save” once the maintenance intervals are all configured.
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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	12. Configuring Equipment CategoriesConfigure 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”
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upvise
Select the “Equipment” Module
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Click Options in the left pane
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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. Click into one to edit.

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Here

inside each category

is where you will set the following:

Utilisation Monthly Minimum

Pre-start

intervalsPre-start

form

Maintenance intervals

Servicing Form

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Click the TICK icon to save your selections.

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title	23. 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 when the log syncs to workbench.

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

Process Chart:

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title	4. Pre-Start

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log into upvise on your mobile app and navigate to “Equipment” module.
Here you can locate the equipment via:
1. The “Equipment” list
2. Categories
3. “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

Completing an Equipment Maintenance on the mobile:

When an equipment is due for maintenance, the equipment shows on the mobile in orange. You will see a “perform maintenance” button where you can initiate the service/ maintenance record on the equipment

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Click on “Perform maintenance”

Fill in the service record & submit the form

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If using workbenches standard Service forms, the Kms/Hours will be updated on the equipment utilisation.

The maintenance alert will disappear and the equipment will show as normal again

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title	Perform Maintenance

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