Onboarding & Installation Planning Guide - Automatic Greasing System Solution

WELCOME TO GREASEBOSS

This guide has been prepared to help you and your team understand the next steps in the implementation process. It outlines:

What to expect during installation and commissioning
The roles typically involved in the installation
Information required from your team
Resources and support available throughout the process

Our team will work closely with your organisation to ensure the installation and commissioning process runs smoothly. This document simply ensures everyone involved has the information they need to prepare.

WHO SHOULD READ THIS GUIDE

This guide may be useful for several members of your team who will be involved in the system installation and operation, including:

Maintenance Managers
Reliability Engineers
Maintenance Planners / Schedulers
Mechanical Fitters
Electricians or Auto Electricians
IT / OT Teams
Asset Management Personnel

Sharing this document with the relevant people in your organisation will help ensure a smooth and efficient implementation.

WHAT TO EXPECT – IMPLEMENTATION OVERVIEW

The implementation of the GreaseBoss system follows a straightforward process from planning through to commissioning and training.

Timeline/Steps Overview

Stage	What Happens	Who Is Involved
1	Installation Planning Meeting	Customer Team + GreaseBoss
1	Confirm Network / IT Requirements	Customer IT/OT Teams
2	Deployment
	Populate Asset Details and Data Details Confirmation for Cloud	Customer Team
	Establish and Configure Cloud Account \| Ship Hardware	GreaseBoss
3	Installation – Endpoints and Gateways	Mechanical Fitters + Electricians
4	System Commissioning & Data Verification	GreaseBoss + Customer Team
5	Handover, Further Training and Enhanced Support	GreaseBoss + Customer Team

INSTALLATION PLANNING MEETING

The first step in the process is to schedule an Installation Planning Meeting.

This meeting ensures everyone involved understands the installation plan and responsibilities before work begins.

We recommend including the following people where possible:

Maintenance supervisor
Reliability engineer
Maintenance planner or scheduler
Mechanical fitter supervisor
Electrical supervisor
IT / OT representative

The purpose of the meeting is to:

Confirm the assets that will be monitored
Review the installation approach
Confirm installation locations
Review communication/network requirements
Assign installation personnel
Schedule installation works

Following this meeting, GreaseBoss will prepare installation work orders in the Hindsite Mobile Application and supporting documentation.

GREASEBOSS GREASECLOUD DASHBOARD ACCESS

The GreaseBoss Cloud Dashboard is where system data is displayed and where system configuration is managed.

Before system commissioning, please consider which personnel in your organisation will require access to the platform.

Typical users may include:

Reliability engineers
Maintenance supervisors
Asset managers
Operations managers

Please provide the following information for each user:

Name	\| Email Address \|	Permission Level

Common permission levels include:

Site Admin – full system configuration access and user administration
Manager – Some system configuration access
General User – Read-only access

For more details on user permissions and access, view this information in our Knowledge Base: https://knowledge.greaseboss.com.au/manage-users-permissions-explained-site-admins

PLANNERS/SCHEDULERS

Maintenance planners, schedulers, or project coordinators play an important role in ensuring the GreaseBoss installation is completed efficiently and safely within existing site workflows.

Crew and Equipment Resources Required during the installation can include:

Crew/Resource	Task / Requirement	Required/Optional
Fitters	Install Endpoint	Required
Auto Electrician / Electrician	Install Gateway	Required
Hose & Fittings Suppliers	Make Hoses and have Fittings available on site	Optional (if site has hoses premade and fittings sourced and all delivered prior to install)
Boilermakers	Fabricate Brackets if required	Optional (Brackets not required if using supplied Mag Mounts for Endpoints)
EWP & Operator	Access points where Endpoints are to be installed at hieghts (ie: on boom or stick of excavator or arms of loader)	Optional (dependent on asset and installation location of Endpoint).

Estimated Duration Of Installation

Asset Installation Type	First Time Installing	When Experienced
Haul Truck	1 day	0.5 day
Excavator / Loader	2 days	1 – 1.5days
Fixed Plant	(Dependent on number of Endpoints to be installed

Scheduling Considerations

When planning installation works, the following factors may need to be considered:

Asset availability
Maintenance shutdown windows
Crew availability
Access to grease lines and lubrication systems
Electrical access for gateway installation
Safety and permit requirements

GreaseBoss will assist your planning team in determining the estimated time and resources required for installation.

PROCUREMENT OF HOSES, FITTINGS & ADDITIONAL ANCILLARY COMPONENETS

The installation of the GreaseBoss System components will require the procurement of additional hoses, fitting and ancillary components.

Prior to installation, consider and conform the following:

The number and type of fittings required to install the Endpoints in line of the grease system lines
The hoses type, length and size required to install the Endpoints in line of the grease system lines
Confirm the locations the Endpoints will be installed and measure distances from grease points to assist with hose lengths.
Have a hose and fitting supplier on site during the install to make hoses and supply fittings to suit and accommodate changes in planned install locations
Determine if Endpoints will be mounted using supplied Mag Mounts or if will need to have a bracket fabricated to be installed.

Components	Considerations
Endpoint to Hose Fittings	¼” BSP Male Fittings for Low Flow and MP2 Endpoints ¾” BSP Male Fittings for Bulk Flow and High Flow Endpoints
Hoses	Endpoint to Grease Point Injector to Endpoint Endpoint to Injector
Brackets	Endpoint size and bolt-hole pattern Bracket mounting location and if to be welded or bolted in place
Protective Plates	Will protective plates be required to cover and protect Endpoints during operation

IT / OT REQUIREMENTS

In some cases, the GreaseBoss system may require review or approval from IT or OT teams to confirm compliance with site network and cybersecurity policies.

Possible connectivity options include:

LTE / cellular communication
Site WiFi
Ethernet connection
Private operations networks

The IT / OT team may be required to assist with:

Approving the selected network communication method
Providing network access details where required
Confirming firewall or security requirements
Ensuring compliance with site cybersecurity policies

If your organisation requires IT approval processes, we recommend IT or OT team being involved early in the planning phase.

For further details about Network Communications options and requirements, please see the following links:

Backhaul & Data Setup Explainer Video

Data Communications Architecture Options

Information Technology FAQ’s

GreaseBoss Information Security Policy

INSTALLERS – MECHANICAL FITTERS

Authorised mechanical fitters are responsible for installing the GreaseBoss Endpoint Devices into the asset’s automatic lubrication system lines.

Installation Guides

Installation Guides for the GreaseBoss Endpoints can be found HERE

Before installation, fitters should confirm:

1. Grease Line Identification

Which grease point the device will monitor
The associated grease line

2. Device Installation Location

Exact mounting location on the asset
Access and safety considerations

3. Mounting Method

Magnetic mount
Custom bracket
Supplied mounting bracket

4. Required Hardware

Hydraulic fittings
Grease hoses
Mounting hardware

5. Device Commissioning

Fitters will also need to:

Sync the device with the GreaseBoss Gateway
Confirm device operation

Work Orders

GreaseBoss will supply a Work Order with individual work instructions and installation guides within the Hindsite Work Order App. Fitters will be assigned to these work orders and can access them through a mobile device.

Visit: www.hindsiteind.com

INSTALLERS – ELECTRICAL

Qualified electricians or auto-electricians are responsible for installing the GreaseBoss Gateway and Antennas.

Installation Guides for the Gateways and Antenna can be found HERE:

Before installation, the Electrician should confirm:

Gateway Installation

Mounting location
Environmental requirements
Power supply connection

Antenna Installation

LTE antenna location
BLE antenna location
Optimal signal positioning

Power Supply

Confirm correct voltage source
Ensure proper protection and isolation

Commissioning

UPS or Battery PSU to Energise the gateway for Testing during installation
Confirm device communication
Verify system connectivity

Work Orders

Visit: www.hindsiteind.com

SUPPORT

If you require assistance at any stage during installation or commissioning, the GreaseBoss team is available to help.

Technical Support
support@greaseboss.com.au

M: 0418 302 323