In Upvise, you are able to manage 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 plant. At the time you complete pre-starts, you have the ability to record punch items (defects). Based on the maintenance intervals defined by you, you can get alerts when maintenance is overdue.
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 category.
Go to the equipment module
Click on “options”
Select “categories”
You will see a list of the plant groups/ equipment categories as they have synced from workbench. Here inside each category is where you will set the following:
Utilisation Monthly Minimum
Pre-start intervals
Pre-start form
Maintenance intervals
Servicing Form
Pre-Starts:
For Upvise Maintenance to work effectively for your business, it is heavily dependant on pre-starts being completed daily (frequently) so that the data entered by your operators, updates the utilisation on the plant item and accurately generates alerts for your plant department to manage.
Commonly, when recording pre-starts, you have the ability to record punch items to indicate if something is faulty and did not pas the inspection.
You can access these punch items from the Equipment module in upvise via the left pane:
Modifying Punch Item Columns Displayed
You can change the columns you see in the view above in Equipment options display settings:
Punch item display: will allow you to modify the punch item display column in the view.
Custom Columns: will allow you to modify the columns displayed in the Equipment view
Managing Punch Items:
You can use punch items to assign to mechanics or plant managers responsible for maintaining equipment. Punch Items can be used as a method to simply record when something as a defect and when the defect is resolved, alternatively you can use punch items in conjunction with other more complex Upvise function to schedule repairs (Upvise Jobs for example). Upon fixing the defect or scheduling a repair, complete the punch item.
Example:
When clicking “Complete”
Click “Complete” again to complete the punch item.
The complete punch item now displays in the completed filter:
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.
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:
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
Screen Guide
Completing an Equipment Pre-start on the mobile:
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.
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
Click on “Perform maintenance”
Fill in the service record & submit the form
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
end process