1. Resources
Within UniPhi, Resources can either be contacts (people or even just an email address) or assets. This section will focus on people as...
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Sep 27, 20231 min read
2. Creating a Contact Resource
You can create a resource form within a project or from the All Projects view in the Resources module. To create, start by pressing the...
Sep 26, 20232 min read
3. Creating a Contact Resource Part 2
UniPhi Licenses System Administrators will have the ability to assign a license to a contact to enable their access to UniPhi. The level...
Sep 25, 20231 min read
4. Creating Organisations and Site
When creating an Organisation, it is essential that at least one site is created. Once an organisation and site have been created it is...
Sep 24, 20232 min read
5. Viewing External Resources
Navigating resource contact information via the Resources module is quite straight forward. Filters exist to help narrow down the...
Sep 23, 20232 min read
6. Viewing Internal Resources (Staff)
The contact details for internal resources (staff) features the capability to attach a signature image, and an email signature. This...
Sep 22, 20231 min read
7. Viewing Organisations & Sites
Viewing Organisations at the highest level will display information about all the sites that you have entered into UniPhi. At this high...
Sep 21, 20231 min read
8. Communication
The Communication module displays all forms of interaction that have occurred across your entire portfolio. It’s a very broad,...
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