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titleMy Upvise Daily Diaries are submitted but the hours are not in workbench, how do I fix this?

In the first instance you should backdate the Upvise Integration sync to ensure that any missing transactions are in workbench. Follow these steps below:

  1. Go to Upvise Integration

  2. Change the date (usually a day before the missing transaction should be enough).

  3. Click 'Save”

  4. Click “export/import”

  5. You should see any missing transactions come across.

If the transactions still are not showing, further investigation should be completed to identify the root cause of the issue. Timesheets for people or plant entered via the daily diary, generate native transactions in the form of timelog in the timesheet module of Upvise.

  1. Navigate to Timesheets

    1. If your employees are users, you can click “timelogs” and view timeslots here.

    2. If your employees are not users, you can navigate to “dashboard” then use the tab at the top to find the time for your employee- usually “by day” is the easiest:

    3. Image RemovedImage Added

2. If you cannot see timeslots here, you may need to check your daily diary form and ensure that its at an end state. This should either be “submitted” where there is no workflow on your form, or the last workflow state.

3. If you still cannot identify the cause of the issue, you should engage Workbench Support support@wbi.freshdesk.com

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titleApplication Rights on Users

Removing an application on an individual user not only hides the app from showing in their menu, it also removes their ability to access the functions of that app.

Example: if you turn off "Forms" in individual user application rights in Upvise, this means the user won't be able to create any forms across the entire database.

The user will be presented with an error that looks like this when they try to ('ReferenceError: Can’t find variable: Forms CODE:'

A solution to this is:

  1. To use roles to help limit the forms the user has access to.

  2. Turn-on the setting "Users cannot create Forms from Forms App" to ensure forms are not incorrectly created from the forms app, rather than the equipment, job, contact or project where they are linked.

You can use the same logic across all apps.

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titleAssigned a licence in workbench and the user will not sync to upvise

In the rare scenario where a licence has been allocated however the user has not synced to upvise, we recommend following the below troubleshooting steps.

  1. Navigate to the Upvise integration screen

  2. Backdate the “Last Updated” date to the day before the licence was applied, click save

  3. Click Export/import

  4. the user should sync across within a few minutes

If you see any errors similar to “User can't be created because the email already exists” please raise a ticket via the support desk.

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titleUser can't be created because the email already exists

Where you have applied a licence in workbench, however you cannot generate the user in Upvise due to the error “User can't be created because the email already exists”, this can mean a few things.

  1. The employee may already have created an account outside of your Upvise environment

  2. The employee may have used Upvise with a pervious employee

  3. The user already exists and may be in Upvise with a different name/ user

You should first check your Upvise user list to ensure that the email is unique and not in use by any other users in your system.

If you cannot find a user with that email in your system, you will need to raise a support ticket with workbench support so we can assist to have the user generated correctly in your environment. You can raise a support ticket via freshdesk or email support@wbi.freshdesk.com

Upvise General

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titleWhy does my Upvise application crash? Why won't my application launch/load?

In most instances, if you cannot load Upvise on your device or if your application keeps crashing, this may be to do with your device software not being up-to-date. You can test this by logging into your account on another device that is not experiencing Upvise issues. Below are some steps to check to see if your phone or tablet is running up to date software.

Apple:

  1. Go to settings

  2. General

  3. Software Update

  4. Ensure the latest IOS software is installed. This is what it will appear if you need a software update:

If the iphone needs no update, it will tell you that your software is up to date

 

 

Android

  1. Go to settings

  2. Software Update

  3. Click on Download and install then “Install Now”

If the phone needs no update, it will tell you your software is update

 

 

 

 

If you have had to update the software on your device, delete, and reinstall the Upvise application after the software update is installed (or update in Apple’s app store or Google play).

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