Content Comparison

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title	4. Default options in Upvise- Timesheet module in Upvise

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

Timesheets > Options > General

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

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title	5. Defaults for Non-Hourly Plant Rates

Plant rates that use units other than hourly (such as daily, weekly, or monthly rates) will automatically default to a quantity of 1.

Screen Guide

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title	1. Generate Options

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

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

Field	Function	Behavior/Notes
Project	Filter Only	Allows users to filter based on the selected project. This determines the location the form will be linked. The project must exist in the project list. (can be a Workbench header job (level 1) or a subjob (level 2))
Sub Project	Default	The value entered here will be the default for the sub-project field when the diary is created. If left unchanged, it uses the scheduled data default.
Work Centre	Default	The value entered here Specifies the default work center for the diary form if different from the scheduled one. If unchanged, scheduled data is used, or the activity default from Workbench is applied if left blank in Upvise.
Activity	Default	The value entered here specifies the activity for all diary subforms. If no changes are made, the default activity for the employee is used.
Time Code	Default	The value entered here will populate an allocance if specified, with no default source. If left blank, no allowance will be recorded
Start Date	Default	The value entered here will defaults to scheduled times or timesheet module settings but can be manually overridden. The value entered if overridden will be filled into all subform “Start Dates”
Work Day Duration	Default	Specifies the workday duration, pre-filled with default or scheduled data, but can be manually modified. The updated value will apply to the diary subform for both labour and plant resources. Where the Plant rate is “day” the “duration” will always be 1. This can be manually edited in the daily diary once generated before submission.

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title	3. 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.

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title	Non-Hourly Plant Rates

Plant rates that use units other than hourly (such as daily, weekly, or monthly rates) will automatically default to a quantity of 1.

Screen Guide

Web

Mobile

Open the Create Diary app

Select Generate Options
1. Note: you only need to select the project to use the scheduled data. You can enter other options if you’d like to overwrite the data that was scheduled.