Overview:
This section focuses on generally applicable information about Upvise and how it interacts with Workbench. For a broader explanation of Upvise, see the https://webwbdoc.atlassian.net/wiki/spaces/UPVISE page.
Pages within this section will interlink with the following specialised industry sections when relevant:
Upvise Civil for information specific to the civil field
Upvise Construction for information specific to construction businesses
Upvise Service for information related to servicing, maintenance, and hire companies.
Logging In:
Upvise can be accessed through a computer’s web browser (https://www.upvise.com/uws/) as well as an application for Android, iOS and Windows Phone devices. Use the login data provided to you by your Upvise administrator.
Navigation:
Upvise will load with the nominated landing application, generally the Calendar . Other applications can be reached by clicking on the menu icon in the top left corner:
To the right of the menu and company logo you will find buttons that will change depending on the application you are using. The + button generally adds a new entry or document for the application, while the three dots (ellipsis) button includes options like Print, Import, and Refresh in a dropdown list. You will also find Export, Sorting, and other buttons in this section depending on the individual application.
There is a search area in the middle of the top bar to quickly search for keywords in the current application.
Syncing of Data Between Mobile & Web:
Your data is stored on Upvise servers on the web. When you first sign in to Upvise on your phone, all the data in your web account is downloaded to your phone.
When you enter data on your phone, it is automatically synced to your web account if there is a network connection available (Wifi, 3G, or 4G). If there is no connection, the data is stored offline and synced when a network connection becomes available.
Upvise manages a local offline cache on your phone. The data in the local cache is automatically refreshed after 20 minutes. If you enter data in your web account, you will not see it instantly on your phone, but only after the cache is refreshed. You can force a manual sync of the data between your phone and web account with the Refresh menu.
Glossary:
Workbench and Upvise have their own naming conventions for the same or similar topics, requiring learning the following terminology:
Workbench Term → Upvise Term
Job → Project
Activity → Activity
Work Centre → Milestone
Datasheet → Form
Plant → Equipment
Timesheet → Timesheet
Docket Line → Product
Output Line → Service
Stock Line → Product
Logs → Jobs