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Timesheets

 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.

User configuration

 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:'

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.

Upvise General

 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).

 Why can't I see a form that my employee has submitted?

Upvise, like any website can be impacted by browser caching issues. It’s best practice to reset your browser cache and cookies.

CHROME

  1. On your computer, open Chrome.

  2. At the top right, click More .

  3. Click More tools. Clear browsing data.

  4. At the top, choose a time range. To delete everything, select All time.

  5. Next to "Cookies and other site data" and "Cached images and files," check the boxes.

  6. Click Clear data.

SAFARI

  1. From the home screen, Select Settings > Safari.

  2. At the bottom of Safari's settings screen, Select Clear cookies and data or Clear Cookies and Clear Cache.

  3. Confirm when prompted.

After clearing cache, log out of upvise and completely CLOSE ALL BROWSERS.

Reload your browser and log back into Upvise.

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