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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. At the time you complete pre-starts, you have the ability to 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

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 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.

Expand
title1. Configuring Equipment Maintenance Intervals (workbench)

  1. Log into workbench and navigate to the plant module

  2. navigate to plant set up

  3. Select plant groups

  4. 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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  1. Click “save” once the maintenance intervals are all configured.

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  2. Navigate to The Upvise Integration Screen

  3. Select the correct fin-co if you have multiple

  4. Click Manual Data sync

  5. Click Plant Groups, Rates, Regions

  6. Click SYNC

This will sync the plant maintenance setting from workbench to upvse.

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  • Go to the equipment module

    • Click on “options”

    Expand
    titleConfiguring Categories
    2. 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.

    1. Go to upvise

    2. Select the “Equipment” Module

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    3. Click Options in the left pane

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    4. Select “categories”

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    1. You will see a list of the plant groups/ equipment categories as they have synced from workbench.

    Here inside each category

    1. Click into one to edit.

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    Here is where you will set the following:

  • Utilisation Monthly Minimum

    • Pre-start intervals

    • Pre-start form

    Maintenance intervals

    • Servicing Form

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    • Click the TICK icon to save your selections.

    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.

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    When clicking on the “Service History” button, you will see a summary of equipment service records for that equipment item.

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    This is a view of the following:

    • The Date of the service

    • Any form that has “service” in it’s name

    • “Service Type” field must exist as a field on your service forms.

    • “Meter” is taken from the “Kms/Hrs” field on your service forms.

    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

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    Expand
    Expand
    titleServicing Reports & Summary
    titlePre-Start Forms

    Workbench has a few standard prestart templates to start you off when we install your site.

    • Construction Vehicles Pre-Start Checklist

    • Light Vehicle Daily Pre-Start Checklist

    • Mower Daily Pre-Start

    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.

    Expand
    titleServicing Forms

    Workbench has a two standard Servicing templates to start you off when we install your site.

    • Light vehicle Service Record

    • Equipment Service Record

    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.

    3. Configuring Jobs Groups & Settings

    1. Go to the Jobs module

    2. Click on “Options”

    3. Select “groups”

    4. 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” when the log syncs to workbench.

    1. Go back to option, Vehicles

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    2. Select all relevant “Equipment Groups” to be used for Job Scheduling:

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    Expand
    title4. 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

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    Process Chart:

    ...

    Process Overview:

    1. Pre-Start Guide (Operators)

    2. Punch Item Management (Plant Managers)

    3. Equipment Jobs & Maintenance Alerts (Mechanics/ Technicians)