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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:

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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titleCan I duplicate a daily diary in upvise to reduce data entry time?

We do not currently support duplication of the daily diary. Where a daily diary has been duplicated, the associated transactions remain linked to the original diary, therefore new timeslots cannot be generated in Upvise.

User configuration

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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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