Overview

In Upvise, you 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 can record punch items (defects).


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.

  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.

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”

  1. 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 is where you will set the following:

  • Pre-start form

  • Servicing Form

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  • Click the TICK icon to save your selections.

  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

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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  • 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:

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Process Overview:

1. Pre-Start Guide (Operators)

2. Punch Item Management (Plant Managers)

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