Content Comparison

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

...

• accuracy. If the Workbench settings are blank, no updates will be synced to Upvise.

Expand
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.

Expand
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” Image Removed upvise Select the “Equipment” Module Image Added Click Options in the left pane Image Added Select “categories” Image Modified You will see a list of the plant groups/ equipment categories as they have synced from workbench. Here inside each category Click into one to edit. Image Added Here 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.

Expand
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: Scheduled Service Unplanned Service Accident Damage Improvement / Modification Other Image RemovedImage Added 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:

Expand
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:

...

Process Overview:

...