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Timesheets

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title1. Why are my staff Upvise timesheets not showing up in Workbench or showing on job with $0 cost?

Answer: The first thing to check is, in Workbench, are there duplicate contact records for the same person?

If so, the time usually is going into Workbench however it's syncing against the non-employee personId (Same Name but inactive or supplier contact).

This means that the costs on the Job will appear and show $0 (no employee class on non-employee person record).

Prevention:

  • Be aware of making an inactive contact active if they are a returning employee.

  • Ensure that employee Names and Emails are unique (this is an upvise licencing requirement also).

Remediation:

  1. Ensure that employee Names and Emails are unique

  2. Ensure that there is only 1 active employee record for that person

  3. Job transactions can be moved to the correct personID. Contact Workbench Support Team for assistance.

  4. We do not recommend the records are deleted as Upvise will re-create missing records if a backdated sync occurs.

Integration Enhancements:

We have made some updates recently to improve the integration to more accurately match the data for employee timesheets.

We now validate:

  1. Active contacts

  2. Contacts with "employee" flag

  3. Full name in workbench matching the full name in the Upvise timesheet

This should address most of these issues where you may have an employee who works part time and is listed as a supplier contact, as well as duplication of contact records (multiple contact records for the same employee, inactive and active).

See release notes: 4.5.40 - 24 Oct 2022

If you have this issue, please check the above and escalate to support if you need assistance.

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title3. Can I duplicate a daily diary in upvise to reduce data entry time?

No, we do not currently support duplication of the daily diary. Where a daily diary The duplication function was introduced in the Daily diary in March 2023.

If your diary is older than this, you will not be able to duplicate diaries without causing issues to your transactional data. Where a daily diary has been duplicated, the associated transactions remain linked to the original diary, therefore new timeslots cannot be generated in Upvise. A new diary must be created to ensure the transactions generate as expected and land in workbench seamlessly.

User configuration

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title1. Application 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:'

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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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title2. Assigned 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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title3. User 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.comas expected and land in workbench seamlessly.

To receive this enhancement on your site, please contact your consultant or Workbench Support to arrange an estimate for your Daily Diary migration & install.

Upvise General

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title1. Why 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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title10. My Notifications are not sending in Upvise, how to I resolve this?

  1. You can check if an email or in-app notification has been sent by Upvise server by looking at the Settings Web app > User Traffic from left pane > Notif view.

  2. Workflow notification is limited to the first 20 user emails only

  3. If a an individual User has unchecked "Form Completed / Workflow" option in their account notification settings, they will NOT RECEIVE any workflow notification (email or in-app)

  4. To make sure all users receives receive workflow notifications  regardless of their individual settings, please use:

 Forms Web App > Options from left pane > User Rights > and check: Force sending user workflow notification

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title12. Can I record time on a form in 24 hour format?

Time fields in Forms on the web are formatted using the 12 or 24 hour option in the Upvise Calendar web app.

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On the mobile, form Time fields are formatted using the System date and time Setting (Android or iOS).