Overview
In Upvise, you can 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 can record punch items (defects).
Based on the maintenance intervals defined by you, you can get alerts when maintenance is overdue.
Getting Started
Before you start using Upvise for Equipment maintenance, there is some configuration required to get you 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 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
Process Chart:
1. Pre-Start Guide (Operators)
To ensure the effective operation of Upvise Maintenance for your business, consistent completion of daily pre-starts is crucial. This practice allows data entered by operators to update plant item utilization, triggering accurate alerts for your plant department to manage effectively. In Upvise, you can seamlessly manage pre-starts and equipment maintenance directly from the mobile application. Customize daily pre-start checklists for operators to fill in at the start of each day before using plant equipment. Additionally, when completing pre-starts, you can record punch items (defects). Alerts for overdue maintenance are generated based on the maintenance intervals defined by you, enhancing the proactive management of equipment maintenance.
Screen Guide
2. Punch Item Management (Plant managers)
Managing punch items in a plant or industrial setting is vital for safety, efficiency, and compliance. Punch Items are tasks or issues needing resolution before full operation. The responsibility for managing punch items typically falls under the role of a construction project manager, plant manager or supervisor.
In Upvise, punch items can be managed centrally from the equipment module
You can view “Open”, “Completed” or “Closed” punch items in this list
Column Filters can be used to filter punch items via project, equipment, date etc.
Click on the punch item in the punch list to open and view additional information
Closing a punch item:
Punch items should be closed when a repair job is raised to schedule a service or repair.
Click to open a punch item, then click “Complete”
Enter the Rectification notes and click complete
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
Maintenance Alerts
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:
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
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