UniPhi documents are conveniently stored and available “online” as HTML web-based documents via the web application, and offline via the OnSite mobile app. Each document is created from templates that have been built using the UniPhi template system.
UniPhi documents are used for four purposes:
1. To integrate information that exists across the tabs (e.g. risk, issues, and contract information into one document)
2. To share information with people who do not have access to UniPhi
3. To provide quality control around the information stored in UniPhi
4. As a method of capturing information (e.g. inspections conducted on the OnSite mobile app)
UniPhi achieves the first point through the use of document controls and template variables. Document Controls are the template design objects that query the data in the UniPhi database and display this information in pre-defined views.
Each document controls is designed to present data which already exists in UniPhi, thus reducing the risk of copy/paste errors and manual data entry. In some cases these controls are fully pre-determined and cannot be changed by the user, while other steps allow the end user to show or hid component of the information.
The data cannot be edited within the document and must be edited at its source (i.e. the relevant section in UniPhi that it was originally created e.g. the risks, issues and contracts tabs). Template variables ensure that necessary data is automatically populated when templates are used to create documents.
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