Difference between revisions of "Using the Timesheet Manager Plugin"
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− | __NOTOC__[[Main Page|Home]] > [[Service Manager]] > Using the Timesheet | + | <div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> |
− | + | __NOTOC__[[Main Page|Home]] > [[Service Manager]] > Using the Timesheet Plugin | |
+ | </div> | ||
+ | {|style="width: 100%" | ||
+ | |- valign="top" | ||
+ | |style="width:73%"| | ||
==Introduction== | ==Introduction== | ||
− | Once the Timesheet | + | 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 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 | + | * 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. | ||
+ | |||
+ | |style="width:5%"| | ||
+ | | | ||
+ | |style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"| | ||
+ | == Related Articles == | ||
+ | :* [[Configuring the Timesheet Manager Plugin for Service Manager]] | ||
+ | :* [[Timesheet Manager]] | ||
+ | |} | ||
+ | <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: | ||
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<br> | <br> | ||
<br> | <br> | ||
+ | |||
+ | 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. | ||
+ | [[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. | ||
+ | * 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. | ||
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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=== | ||
− | 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. |
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− | + | '''Viewing Time in Request''' | |
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− | + | 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> | ||
+ | |||
+ | * '''By Member''' | ||
+ | [[File:timesheet_plugin_members.png|right|250px]] | ||
+ | :* View member contributions in percentage terms | ||
+ | :* Choose from the available chart types | ||
+ | :* Choose from the available chart themes | ||
+ | <br> | ||
+ | <br> | ||
+ | <br> | ||
+ | <br> | ||
+ | <br> | ||
+ | |||
+ | * '''All Values''' | ||
+ | [[File:timesheet_plugin_list.png|right|250px]] | ||
+ | :* 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 | ||
+ | <br> | ||
+ | <br> | ||
+ | <br> | ||
+ | <br> | ||
+ | <br> | ||
+ | <br> | ||
− | ''' | + | '''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 | |
− | + | [[Category:Timesheet Manager]] | |
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− | : |
Latest revision as of 19:52, 11 April 2024
Home > Service Manager > Using the Timesheet Plugin
IntroductionOnce 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.
|
Related Articles |
Recording Time
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.
- 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)
- 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
- View member contributions in percentage terms
- Choose from the available chart types
- Choose from the available chart themes
- All Values
- 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