Overview
The “Create Diary” app that helps populate scheduled employee and equipment data into the daily diary using scheduled events.
Getting Started
The below details are important to aid with the set-up and use of the “Create Diary” app.
Defaults:
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.
To ensure that each Project hours and plant issues 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
Screen Guide
Generate Options
Generate options are used to select and set default options on the daily diary when creating the diary.
Project
This is the project that the diary will be created for
The below options will default on the project hours subforms if populated
Sub Project
Work center
Activity
Time Code
Start Date
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 are able to use the column filters to filter and narrow down the schedule selections.
