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title8. How do I delete Work Centres in Upvise?

In Upvise, Workbench work centres are Upvise Project Milestones. If you have added a work centre and would like to remove this in Upvise, you can do this by following the below steps:

  1. Go to projects in Upvise

  2. Select the project

  3. Click “Schedules”

  4. Click on the schedule you want to delete

  5. Click “delete”

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title9. How to I get missing data into workbench if it was missed in a scheduled sync?

As Upvise operates “offline” sometimes data may be missed in a sync in the case where a user may not have reloaded their device, or if a sync is already running at the time a form is submitted, the data may not sync.

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).

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  3. Click 'Save”

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  4. Click “export/import”

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  5. You should see any missing transactions come across.