Personal Weekly App

Overview

The Personal Weekly application provides a simplified interface for users to create and manage Daily Diary timesheet entries.

The app presents a weekly view, allowing users to:

create Daily Diary forms for each day of the week

quickly access existing diary entries

see a summary of their total labour hours for the week

This provides a streamlined experience for field users who need to record time without navigating the full Forms module.

Web	iOS

Web	iOS

Getting Started

To begin using the Personal Weekly app, the Daily Diary template must first be configured and then enabled within the app settings by a system adminstrator.

If the Personal Weekly application is not available in your Upvise database, you will need to contact your consultant & "Workbench Support" support@wbi.freshdesk.com to arrange for the application to be installed.

Once the application has been deployed to your environment, it will appear in the list of available apps.

System admin users can update the application settings for all users.

Open the personal weekly app and select the Daily Diary template. If you have multiple dail Diary forms, you can select Multiple.
Apply the setting “Required Linked To Field (Project/Job) to create form” to ensure data integrity and data is linked to the project or job.
Set the Week Ending Day

The Personal Weekly app relies on several configuration dependencies to determine which Daily Diary templates are available and which users are permitted to create forms.

These dependencies control both the templates that appear in app settings and the templates available to individual users.

	Requirement	Behaviour

	Requirement	Behaviour
1	Template must be ACTIVE	Templates where Disable is enabled will be excluded from the template selection list.
2	Template must not be in ARCHIVED form group	Templates located in a form group called ARCHIVE are automatically excluded.
3	Template must be identified as a Daily Diary template	The Personal Weekly app identifies valid templates using the following field: Field Label: Workbench Form Name Value: Daily Diary This hidden system field is used by the application to recognise templates that represent Daily Diary forms. Templates without this field or where the value differs will not appear in the settings list.
4	Template must exist in the Forms template table	The template must exist in the Forms.templates table in Upvise. Templates created incorrectly or partially imported may not appear in the selection list.
5	Template name must be unique	Template names should be unique. The Personal Weekly app may reference templates by name if the template ID is not stored in configuration. Duplicate template names can lead to incorrect template selection or unexpected behaviour.
6	Labour Hours form Field	The Labour Hours Field must exist on the Daily Diary template for the app to work as intended. This field can be hidden in the daily diary, but not deleted.
7	Daily Diary Date field	Template should contain the Diary Date field for correct date filtering in the weekly view.

Even when a template is available in the app settings, additional rules determine whether it is available to a specific user when creating a form.

	Requirement	Behaviour

	Requirement	Behaviour
1	User Role Template Permissions	The app filters available templates based on the user’s role configuration. If a role restricts access to certain templates or template groups, those templates will not appear when the user attempts to create a form. The application evaluates: template ID template group role template permissions to determine whether the template should be displayed.
2	Template “Disable ” Setting	When a template has Disable template statues is enabled, users cannot create new forms from that template even if it has been configured in the Personal Weekly settings.
3	Linked Record Requirement (Optional Setting)	The Personal Weekly app includes an optional configuration: Required Linked To Field (Project/Job) to create form When enabled, the app requires the user to select a linked record before creating the form. Supported linked record types include: Projects Jobs If a template requires a linked record, the user must first select the relevant record before the form can be created.
4	Contact Access	The app retrieves the current user’s contact record to determine ownership of forms. If the user’s contact record cannot be accessed due to permission restrictions (for example, if a Contact Owner is assigned that prevents access), the app may fail to load correctly. https://wbi.freshdesk.com/support/solutions/articles/4000227408-personal-weekly-app-opens-to-blank-screen

Screen Guide

Below is an example of how the personal weekly app works on the web:

Navigating to previous weeks:

Personal Weekly App - Previous Weeks.gif