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

Owned by Lisa Robb
Last updated: Jan 08, 2024
4 min read

Overview

Scheduled Equipment Maintenance in Upvise relies on operators completing prestarts (checklists) daily. You can monitor the number of prestarts remaining for the day on the equipment dashboard:

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  • Maintenance due Soon: Indicates that the equipment is coming up for maintenance

  • Maintenance Due: Indicates that the equipment is OVERDUE for maintenance

  • Along with Punch items, you can use these Service interval alerts to help raise repair/service jobs.

  • Custom FLAGS can be used to group equipment by status such as “Category 1 Fault” or “Damaged” etc

 

Equipment Maintenance & Repair Jobs:

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.

  • Equipment Repair Jobs are created against the equipment to allocate work to mechanics.

  • Repair Jobs can be used to record timesheets, purchase orders, stock issues, and track maintenance and servicing costs on the equipment.

  • In workbench, Equipment Repair Jobs are plant “Logs”, visible on the plant item in workbench

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Repair Jobs & Plant Logs

 

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.

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

 

 

Creating Repair Jobs

  1. Navigate to the equipment item

  2. Click “+”, “REPAIR JOB”

  3. The Equipment will be auto-populated, however, you should fill in the following information to help your mechanic manage the service:

    •Name (e.g. MAJOR REPAIR, Scheduled Service)

    •Description (e.g. - Leaking oil, the tire has fallen off, warning light, emergency break not working

    •Date

    •Group

     

Screen Guide - Mobile

Below is a screen Guide for Mechanics or Upvise users completing Equipment Repair Jobs via the mobile.

Part 1

 

Part 2

Part 3

Part 4