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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 the 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.

 Configuring Categories

  1. Go to the equipment module

  2. Click on “options”

  3. Select “categories”

  4. 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:

    1. Utilisation Monthly Minimum

    2. Pre-start intervals

    3. Pre-start form

    4. Maintenance intervals

    5. Servicing Form

 Pre-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.

 Servicing 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.

 Servicing Reports & Summary

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

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