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Overview

The “Create Diary” app that helps populate scheduled employee and equipment data automatically into the daily diary using scheduled events.

Benefits

✅ Time Savings

✅

Getting Started

The below details are important to aid with the set-up and use of the “Create Diary” app.

Defaults:

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title1. Default Schedule OptionOptions

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Option 1: Workbench Resource

  • Project Hours Default: Uses Workbench Resource Scheduler data.

  • Plant Issues Default: Uses Upvise Equipment Allocation (Allocate/Leave Project).

Notes:

  • Events for people are scheduled in the Workbench Resource Scheduler and synced to Upvise.

  • Equipment is allocated to projects using the standard Equipment Allocation process. Only equipment marked as "assigned" to a project will be defaulted.

Option 2: Upvise Resource

  • Plant Issues and Project hours: Uses the Upvise Resource Scheduler app exclusively.

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title2. Requires Scheduling flag - Workbench

The required scheduling flag must be set to schedule against in both Upvise and Workbench on projects and plant.

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title3. Default options in Upvise- Timesheet module in Upvise

To ensure that each Project hours and plant issues issue form auto-populate with your standard shift times, you will need to set this up in timesheet settings.

Timesheets > Options > General

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In timesheet options, you will set up Work Hour Start as well as Daily Work Hours, where start hour is the time you start as a default and the daily work hours is the working day including breaks. E.g. 8 hours 30 minutes

Screen Guide

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title1. Generate Options

Generate options are used to select and set default options on the daily diary when creating the diary.

  1. Project

    1. This is the project that the diary will be created for

The below options will default on the project hours subforms if populated

  1. Sub Project

  2. Work center

  3. Activity

  4. Time Code

  5. Start Date

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title2. Outstanding

Outstanding

  • This will show a list of outstanding scheduled events that have not had a diary created for the day or project specified.

  • This screen will filter based on the “project” selected in “generate options” view.

  • Where there is no project selected in the “Generate Options”, all events will display that have not had a diary created for.

  • In this screen, you

...

  • can use the column filters to filter and narrow down the schedule selections.

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title3. Generated

The “generated” view will show a list of outstanding scheduled events that have had a diary created for the day or project specified.

  • Similar to the outstanding tab, this screen on the web will allow you to filter using the column headers

  • You will be able to click on the “Linked” field to drill into the daily diary form from this view.