Difference between revisions of "Using the Timesheet Manager Plugin"

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== Related Articles ==
 
== Related Articles ==
 
:* [[Configuring the Timesheet Manager Plugin for Service Manager]]
 
:* [[Configuring the Timesheet Manager Plugin for Service Manager]]
 +
:* [[Timesheet Manager]]
 
|}
 
|}
 
<br>
 
<br>
 
===Recording Time===
 
===Recording Time===
 +
[[File:Time_sheeet_service_manager_plugin.png|right|500px]]
 +
When using a Request Action which allows for time to be completed, the following control will be visible:
  
−
When using a Request Action which allows for time to be completed, the following control will be visible:
 
−
[[File:Time_sheeet_service_manager_plugin.png|left|500px]]
 
 
<br>
 
<br>
 
<br>
 
<br>
−
<br>
+
 
−
<br>
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The control has two main options:
−
<br>
 
−
<br>
 
−
<br>
 
−
The control has several options:
 
  
 
* Click the '''play''' button to start a live timer
 
* Click the '''play''' button to start a live timer
 
:* Once running, click the pause button to pause the timer
 
:* Once running, click the pause button to pause the timer
 
:* It will not be possible to manually overwrite the timer, unless you pause the timer first.
 
:* It will not be possible to manually overwrite the timer, unless you pause the timer first.
 +
[[File:timesheet_manager_plugin_time.png|right|500px]]
 
* Set a '''Specific time''' taken by clicking on the middle of the control and adding time in hours, minutes and or seconds.
 
* Set a '''Specific time''' taken by clicking on the middle of the control and adding time in hours, minutes and or seconds.
 
* 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.
 
* 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.
−
 
+
<br>
 +
<br>
 +
<br>
  
 
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.
 
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.
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===Viewing Time Recorded Against a Request===
 
===Viewing Time Recorded Against a Request===
  
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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.
+
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 and in the timesheet manager app.
−
* Drill into the '''Total Time''' to see the breakdown of time spent by:
 
−
:* Category and Sub Category (Graphical)
 
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:* All Values (List format)
 
−
[[File:TMPlugginChart.png|300px]]  [[File:TMPlugginList.png|300px]]
 
  
−
===Viewing Time Recorded in the TimeSheet Manager App===
+
'''Viewing Time in Request'''
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[[File:TimeSheetView.png|400px|right|thumb]]
+
 
−
Time recorded is automatically passed to the Timesheet Manager app, and you can view this in two views:
+
Under the activities section of a request, the running total of time recorded will be displayed, click on the time element to open up a charts pop up:
 +
 
 +
* '''By Category (Sub Category)'''
 +
[[File:timesheet_plugin_SM.png|right|250px]]  
 +
:* Choose from the available chart types
 +
:* Choose from the available chart themes
 +
:* Click on a '''Category''' to drill down and show the sub category breakdown
 +
<br>
 +
<br>
 +
<br>
 +
<br>
 +
<br>
  
−
'''My Timesheet View'''
+
* '''By Member'''
 +
[[File:timesheet_plugin_members.png|right|250px]]
 +
:* View member contributions in percentage terms
 +
:* Choose from the available chart types
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:* Choose from the available chart themes
 +
<br>
 +
<br>
 +
<br>
 +
<br>
 +
<br>
  
−
* View Request time broken down by Category and Sub Category alongside other time recorded in other apps and or time added manually
+
* '''All Values'''
−
:* Including any Request Activity time Recorded
+
[[File:timesheet_plugin_list.png|right|250px]]
−
* View time recorded by day and week
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:* View a list of all updates to a request where time was recorded
−
* Filter by Category and Sub Category
+
:* Hover over an entry to see the details of the individual update
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* 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.
+
:* Hover over the member image to view more information about the member
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<br>
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<br>
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<br>
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<br>
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<br>
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<br>
  
−
'''Report'''
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'''Viewing time in [[Timesheet Manager]]'''
  
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[[File:TMPlugginReport.png|400px|right|thumb]]
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As well as viewing the time for the specific request, you can also view your timesheet and all recorded time, across all requests, and other apps in the [[Timesheet Manager]] app.
−
* View time recorded by:
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* Daily Views
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:* User and or Group (of those which you have the rights to view)
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* Weekly Views
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:* Month and Year
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* Monthly Views
−
* Filter the reports by:
 
−
:* Category Or Sub Category
 
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* View the Report broken down into the days of the chosen month
 
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:* 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
 

Revision as of 10:19, 27 May 2020

Home > Service Manager > Using the Timesheet Plugin

Introduction

Once the Timesheet plugin has been configured to be available on the required Request Action options, it will be visible on the request view, and will offer the ability to both manually record time, and or start an automated timer.

  • 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 plugin.
  • Service Manager specific Categories, and Sub-Categories that have been configured as default category mappings in Timesheet Manager will automatically appear in the corresponding request actions.

Related Articles


Recording Time

Time sheeet service manager plugin.png

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



The control has two main options:

  • Click the play button to start a live timer
  • Once running, click the pause button to pause the timer
  • It will not be possible to manually overwrite the timer, unless you pause the timer first.
Timesheet manager plugin time.png
  • Set a Specific time taken by clicking on the middle of the control and adding time in hours, minutes and or seconds.
  • 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.




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 and in the timesheet manager app.

Viewing Time in Request

Under the activities section of a request, the running total of time recorded will be displayed, click on the time element to open up a charts pop up:

  • By Category (Sub Category)
Timesheet plugin SM.png
  • Choose from the available chart types
  • Choose from the available chart themes
  • Click on a Category to drill down and show the sub category breakdown






  • By Member
Timesheet plugin members.png
  • View member contributions in percentage terms
  • Choose from the available chart types
  • Choose from the available chart themes






  • All Values
Timesheet plugin list.png
  • View a list of all updates to a request where time was recorded
  • Hover over an entry to see the details of the individual update
  • Hover over the member image to view more information about the member







Viewing time in Timesheet Manager

As well as viewing the time for the specific request, you can also view your timesheet and all recorded time, across all requests, and other apps in the Timesheet Manager app.

  • Daily Views
  • Weekly Views
  • Monthly Views
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