Onboarding & Installation Planning Guide - Manual Greasing Monitoring 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
Lubrication Technicians
Electricians
IT / OT Teams

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 Grease Point Details and Data Details Confirmation for Cloud	Customer Team
	Establish and Configure Cloud Account \| Ship Hardware	GreaseBoss
3	Installation – Grease Tags and Gateways	Lubrication Technicians / Installation Crew + 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
Lubrication Technicians
Electrical supervisor
IT / OT representative

The purpose of the meeting is to:

Confirm the assets and grease points 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 App 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
Lubrication technicians
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:

Lubrication Technicians or Crew Installing Tags
Electrician

Estimated Duration Of Installation

Installation Type

Gateway

1-2hours (GPO Power Connection)

2-4 hours (Hardwired Power Connection)

Grease Tags

Up to 200 Tags per day

Scheduling Considerations

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

Asset availability
Maintenance shutdown windows
Crew availability
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.

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

GREASE TAG INSTALLERS

Appropriate Lubrication Technicians or other personnel should be nominated to perform the installation of the Grease Tags to the grease nipples throughout the plant.

These crew will attach the Grease Tag to the required grease nipples, and use the GreaseBoss Head Unit and GreaseBoss Commissioning App to associate/map the Grease Tag RFID Serail Number to the GreaseCloud Dashboard.

Installation Guides

Installation Guides for the GreaseBoss Head Unit and Grease Tags can be found HERE

Before installation, installers should confirm:

1. Grease Point Identification

Which assets and grease point the tags will be installed on

2. Grease Types & Tag Colours

Are there multiple grease types being monitored?
What colour Tag is associated to which grease type
Installation Guides can be found HERE

3. Attach Head Unit to Grease Gun

Installation Guides can be found HERE

4. Mapping Tags to GreaseCloud

Download and Install GreaseBoss App to mobile device (available on App Store and Google Play)
Understand how to use GreaseBoss App during installation of tags

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.co

GATEWAY 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

The Gateway needs to be installed in the same location where the GreaseBoss Head Unit/s will be stored and connected to their charger unit between lubrication task schedules. This location also needs to be where the Gateway can establish a a reliable connection to the cellular, wi-fi or OT network to communicate the data to the cloud.

Before installation, the Electrician should confirm:

Gateway Installation

Mounting location
- Within range of the Head Units when on charge to enable syncing, and
- Within range of reliable data network for Gateway <> Cloud connectivity
Power supply connection
- GPO Connection, or
- Hardwired to Power Supply

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