The Timesheets Module is an easy way for a Resource to be able to edit and sign off their own Tasks.
The Columns seen within the Timesheets module are controlled via a editable grid, default grids can be set to enable standard setting for all Users.
A User can customise the Timesheet Grid see Personalising the Grid.
The is an additional "editable" check box within the Personalise window. Checking this box will enable some fields to become editable within the Timesheets grid.
The link will open the Timesheets Grid. It is a grid view which can be searched, sorted and customised as normal.
Icon | Feature | Description |
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Create New Time Record | Allows a new Time Record to be created - this must be connected back to the relevant Task. | |
Open dialogue to edit existing entity | Opens the selected Time Record. | |
Save Grid | Saves information entered in the grid - entries must be saved before exiting the grid to avoid information being lost. | |
Bulk Task Complete | Allows highlighted Tasks to be moved to Complete. | |
Bulk Task Sign Off | Allows highlighted Tasks to be moved History. | |
Report | Prints the Job Card / s for highlighted Tasks. | |
Toggle grid between normal and Attribute mode | If Attributes have been created and are connected to Tasks clicking the Icon will allow the User to toggle between the Timesheets grid and the connected Attributes grid. |
Complete the fields and click Save .
Icon | Feature | Description |
---|---|---|
View / Add Events | Left clicking on the icon will produce a pop up window showing Events, there is also a hyper-link within the pop up window to add Events. | |
View / Add Documents | Left clicking on the icon will produce a pop up window showing attached Documents, there is also a hyper-link within the pop up window to add Documents. | |
View Time Record | Left clicking on the icon will produce a pop up window of the Time Record. | |
View / Answer Step Questions | Left clicking the icon will allow produce a pop up window showing answered Instruction Set Step Questions, there is also a hyper-link within the pop up window which will allow Step questions to be answered. |
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