Overview:

Workbench leverages the Upvise Framework as the cornerstone of its Mobile Solution offering. Renowned globally for delivering cutting-edge mobile solutions in the construction industry, Upvise is trusted by leading contractors worldwide. It serves as both an out-of-the-box solution and a flexible development framework, allowing extensive customization to meet the unique operational needs of clients.

The Upvise solution, integrated into Workbench, stands out for its sophisticated Mobile App, which excels in offline functionality—a key strength that enhances operational efficiency.

Upvise Key Modules:

1. https://webwbdoc.atlassian.net/wiki/spaces/UPVISE/pages/1222377486

   • The Contacts module in Upvise lists synchronised Companies (comprising Clients and Suppliers) and People (including Company Contacts and Employees) from Workbench in logical Groups within Upvise.

   • Individual Contacts, like Employees, enable tracking of Reminder Tasks such as Training Certificate Expiry and Planned Events, with the ability to create custom Form records.

   • The system automatically generates reminder tasks based on form input, providing alerts for upcoming expiries.

   • Mobile access, along with a custom Dashboard and Training Matrix, enhances the usability of Training Records.

2. https://webwbdoc.atlassian.net/wiki/spaces/UPVISE/pages/1214447811

   • The Upvise Projects module seamlessly integrates with Workbench Jobs, mapping Job Work Centres to Project Milestones for accurate data capture and feedback.

   • Plans and Drawings, uploaded and viewable on both desktop and mobile apps, support data capture through Forms, Punch Items, Photos, and Notes, indicated by coloured icons on the drawings.

   • The option to compile forms and drawings into a single document streamlines document creation, beneficial for producing Integrated Test Plan (ITP) documents.

   • Automatic photo library compilation enhances project data organisation.

   • Project Tasks, whether template-driven or customized, play a vital role in managing project aspects, associating with Project Milestones and contributing to project stage completion. Tasks can be linked to key sign-off forms, ensuring proper project stage completion. Assignable to individuals and synchronized with Upvise Calendar and Outlook, Tasks offer a comprehensive project management solution, with a global view for enhanced oversight.

3. https://webwbdoc.atlassian.net/wiki/spaces/UPVISE/pages/1222377504

   • The Upvise Equipment Module seamlessly syncs with Workbench Plant items, creating a unified operational equipment management solution.

   • Designed for collaboration, Workbench and Upvise ensure comprehensive tracking of plant costs, whether used in the field or assigned through Workbench.

   • utilising electronic forms, users can efficiently manage plant assignments, syncing with Upvise to facilitate shipping to designated projects, effectively putting the plant on hire for accurate costing.

   • The Plant Dashboard offers a convenient snapshot of the fleet's status, enhancing operational visibility.

4. • Data Collection via Forms:
     The Forms module enables the creation of diverse digital forms for data capture, offering options like PDF printing, Excel table downloads, dashboard display, and third-party reporting tool integration.

   • Form Functionality:
     Forms support custom software code, allowing for limitless possibilities such as triggering actions within Upvise based on field updates or form status changes.

   • Form Workflows:
     Each form has a unique workflow, notifying assignees through email and Upvise inbox. Conditional form data based on workflow steps streamlines specific processes, enhancing collaboration and efficiency within the Upvise system.

6. • The Timesheets module in Upvise encompasses two crucial functions: scheduling people and capturing time.

   • The Dashboard provides a concise overview of Planned vs. Actual Hours.

   • The Schedule feature displays the projects to which staff are allocated, and individuals can access their planned work schedules on the mobile app.

   • Schedule changes are instantly communicated to employees, and communication is facilitated through SMS or in-app messages, ensuring efficient coordination, particularly for employees in the field.

7. • The Upvise Calendar Module offers a centralized calendar view, serving as a user-friendly starting point each day.

   • Providing email, push app notifications, and integration with Outlook and Google Calendars, the calendar ensures seamless organisation.

   • Users can open and address existing items, as well as raise new ones, such as scheduling project meetings and inviting other users.

   • The calendar displays a variety of key information, including tasks related to Projects, Equipment, People, Companies, or standalone items. Additionally, it features Events/Calendar Reminders, Project Start and Finish Dates, Key Project Milestone Start and Finish Dates, and Equipment Maintenance Due dates.

8. • Upvise Tasks module serves as a powerful tool for planning and overseeing critical deliverables.

   • Tasks can be associated with any object or exist independently, allowing assignment to individuals with due dates.

   • The system facilitates automatic email notifications and reminders for assigned tasks, offering efficient task management.

   • Users can attach additional information, such as photos, and assign forms to be completed as part of task fulfilment.

   • The Task Dashboard provides a comprehensive overview, allowing users, depending on their access, to monitor tasks globally across all users and projects.

10. 1. Within the knowledge base, you can establish essential Policy and Procedure documents, which can be linked to document templates, charts, and videos.

    2. Efficiently manage revisions and encourage user interaction through comments on these articles.

    3. The grouping of articles and their integration with user roles allows for seamless organisation, and these elements can also be interconnected with risk items, linking back to a comprehensive Risk Matrix.

Integration:

Over the past few years, Workbench has successfully established robust integration with the Upvise platform, encompassing a comprehensive set of data flows:

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Data Integration Model

This seamless integration is meticulously developed and actively maintained by Workbench, utilising the Workbench API as a foundation.

Notably, Upvise is engineered to function effortlessly in both a desktop-based web environment and a dedicated mobile app. A distinctive advantage of Upvise lies in its mobile-first design, ensuring that all modules and features are uniformly accessible in both the mobile application and the web interface. This flexibility enhances user convenience, providing a consistent experience across various platforms for optimal usability.

See for more details regarding the Upvise Integration Control and configuration in Workbench.

Access Options:

Navigation:

Upvise will load with the nominated landing application, generally the . Other applications can be reached by clicking on the menu icon in the top left corner:

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To the right of the menu and company logo you will find buttons that will change depending on the application you are using. The + button generally adds a new entry or document for the application, while the three dots (ellipsis) button includes options like Print, Import, and Refresh in a dropdown list. You will also find Export, Sorting, and other buttons in this section depending on the individual application.

There is a search area in the middle of the top bar to quickly search for keywords in the current application.

Syncing of Data Between Mobile & Web:

Your data is stored on Upvise servers on the web. When you first sign in to Upvise on your phone, all the data in your web account is downloaded to your phone.
When you enter data on your phone, it is automatically synced to your web account if there is a network connection available (Wifi, 3G, or 4G). If there is no connection, the data is stored offline and synced when a network connection becomes available.

Upvise manages a local offline cache on your phone. The data in the local cache is automatically refreshed after 20 minutes. If you enter data in your web account, you will not see it instantly on your phone, but only after the cache is refreshed. You can force a manual sync of the data between your phone and web account with the Refresh menu.

Glossary:

Workbench and Upvise have their own naming conventions for the same or similar topics, requiring learning the following terminology: