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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.

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.

 1. Configuring Equipment 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

 2. Configuring Jobs Groups & Settings
  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

image-20240108-015735.png

You can add additional groups if required for other purposes however any other Job Group will be categorised as “Other” in workbench.

  1. Go back to option, Vehicles

    image-20240108-015847.png
  2. Select all relevant “Equipment Groups” to be used for Job Scheduling:

    image-20240108-015930.png

Process Chart:

image-20240104-033209.png

Process Overview:

1. Pre-Start Guide (Operators)

2. Punch Item Management (Plant Managers)

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

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