Using the Timesheet Manager Plugin

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Introduction

Once the Timesheet pluggin has been configured to be available on some or all of the Request Action options, and any Service Manager specific Categories, and Sub-Categories have been configured, alongside the default category mappings in Timesheet Manager, you are all ready to use the Timesheet Manager pluggin.

• The ability to record time against Request Actions will only be available to those users who have been assigned the TimeSheet Manager User Role.
• The ability to record time against one or all Request Action options will have been enabled or disabled on a per Request Action, Per Request Type and Per Service basis, so to amend this please review the configuration options for enabling the Timesheet Manager pluggin.

Recording Time

When using a Request Action which allows for time to be completed, the following control will be visible:

The control has several options:

• Click the play button to start or pause a live timer
• Set a Specific time taken by clicking on the middle of the control and adding time in hours or part hours
• If a Default Category / Sub Category for the Request Action has been set, there is no need to add one manually, however if you wanted to view what this is set as, or to change this to another Category / Sub Category click on the Set Categories drop down icon on the control.
• You can choose to start and pause the timer, and or override the time by manually specifying the actual time.

On completing the Request Action, any specified time will automatically be passed to the TimeSheet Manager app, using the appropriate Category / Sub Category associated to the Request Action, and passing any supporting comments, who performed the action and when the action was performed.

Viewing Time Recorded Against a Request

As Request updates are applied to a request and time assigned to the actions, the total time recorded on the Request Actions will automatically aggregate and displayed on the request.

• Drill into the Total Time to see the breakdown of time spent by:

• Category and Sub Category (Graphical)
• All Values (List format)

Viewing Time Recorded in the TimeSheet Manager App

Time recorded is automatically passed to the Timesheet Manager app, and you can view this in two views:

My Timesheet View

• View Request time broken down by Category and Sub Category alongside other time recorded in other apps and or time added manually

• Including any Request Activity time Recorded

• View time recorded by day and week
• Filter by Category and Sub Category
• Click on the Request link in each update to be taken back to the Service Manager app to see which request the update relates too.

Report

• View time recorded by:

• User and or Group (of those which you have the rights to view)
• Month and Year

• Filter the reports by:

• Category Or Sub Category

• View the Report broken down into the days of the chosen month

• Click on a day of the month to be taken to the My Timesheet view for that given day and a more detailed view of time recorded