Timesheeting

Welcome to the timesheeting system.

 

Figure 0.1 - Netscape Username and Password Required Dialog

Figure 0.2 - Microsoft Internet Explorer Enter Network Password Dialog

Logon to your timesheeting system

URL = http://timesheet.katipo.co.nz

You will be prompted for a login name and password.

Please note that these will be case sensitive. For security, please ensure that your password a combination of alphanumeric characters and is longer than 5 characters.

If you have entered valid data for the login name and password, a timesheet will be displayed that has been customised for you.

Note if you are given the option to "Save this Password in your Password List" by Internet Explorer, you should leave the check box unmarked. This is for security reasons.

 

The Timesheeting page is composed of 7 Sections that are listed below.

1 – Top Navigation Bar

2 – User and Date Information

3 – Things To-Do List

4 – Customise Your Timesheet

5 – Project/Jobs/Time

6 – Customise Your To-Do List

7 – Bottom Navigation Bar

 

1 – Timesheet

The purpose of the timesheeting page is the to provide access to the most convenient and useful page in the timesheeting system. This page is usually of the most benefit to the user, and all updates to time spent on jobs are entered through here.

 

Figure 1.0 - The Timesheeting System

1.1 – Top Navigation Bar

The purpose of this section is to provide a navigation system to traverse the Timesheeting site.

The Top Navigation Bar is composed of a logo and 9 sub-sections:

1 – Timesheet (this page)

2 – Pay (the pay summary for employees)

3 – Jobs (a list of jobs for the business)

4 – Invoicing (an invoice summary for jobs)

5 – Reports (a report generator)

6 – Clients (clients of the business)

7 – Staff (a list of staff members)

8 – Quotes (quotes, estimates and documentation for work)

9 – Meetings (the minutes from work related meetings)

1.2 – User and Date Information

Time Sheet for <username>, <date: day dd/mm/yyyy>

This section is designed to give the user an indication of who the timesheet is targeted at and the active date for the timesheet listed.

Note - Please do not confuse the active date with the date displayed in the "change timesheet displayed" sub-section of section 4 - Customise Your Timesheet.

1.3 – Things To-Do List

The Things To-Do List is a dropdown menu that has a list of tasks. These tasks can be edited by using section 6 – Customise Your To-Do List or by other means.

This list initially appears empty, meaning that you have no tasks to do.

*Help* - more needs to be add here perhaps?

1.4 – Customise Your Timesheet

The purpose of this section is to provide an interface so that you can edit your timesheet.

4 sub-sections are available:

1 – Reports

2 – Date (dd/mm/yyyy)

3 – Day

4 – Change

Note - If you enter a Date and a Day, the [Date] field will override the Day field when you submit the form.

 

1.4.1 - Reports

Provides a facility to access reports and customise the timesheet.

There are 4 items of interest in this section.

1 - Customise

2 - Today

3 - Current

4 - Last Pay

 

Figure 1.4.1 - Reports

 

1.4.1.1 - Customise

Provides a tabular list of all jobs for the in the database which may be added to the staff members timesheet.

Most recently added jobs appear at the top, with a complete job list following beneath.

There are 4 items of further interest on the page:

1 - The header

2 - Check box column

3 - Job column

4 - Submit query

*Help* - need to get another screenshot with the bottom [Submit Query] button in it.

 

Figure 1.4.1.1 - Customise

 

1.4.1.1.1 - The header

The heading identifies the page that you are on.

1.4.1.1.2 - Check box column

Provides a facility to add a job to the current staff member's timesheet.

*Note* - A checked box represents a job currently on the timesheet, and an unchecked box represents a job that maybe added.

1.4.1.1.3 - Job column

Provides a link to section 3.3 Jobs, where the user may modify a current job's details.

1.4.1.1.4 - Submit query

Use this button to save and update any changes that you have made to the current user's timesheet.

 

1.4.1.2 - Today

Provides a tabular overview of work done today.

There is 1 item of further interest:

1 - notes

Figure 1.4.1.2 - Today

 

1.4.1.2.1 - notes

Provides a link to view the notes entered for the specified task.

 

 

1.4.1.3 - Current

Provides a tabular report on the work done for the current week.

There is 1 item of further interest:

1 - notes

Figure 1.4.1.3 - Current

 

1.4.1.3.1 - notes

Provides a link to view the notes entered for the specified task.

 

1.4.1.4 - Last pay

Provides a work report for the current user, of jobs that the user has done over the last pay period.

There are 2 sections of interest:

1 - the header

2 - the main body

*Help* - need to get administrator permission's to edit the pay period.

Figure 1.4.1.4 - Last Pay

 

1.4.1.4.1 - the header

The heading identifies the page that you are on.

1.4.1.4.2 - the main body

Provides a tabular overview of the last pay period for the current user.

 

1.4.2 - date

Provides a facility to enter any valid date.

The date format should be of the type dd/mm/yyyy.

1.4.3 - Day

Provides a facility to quickly change to any day in the last week.

Figure 1.4.3 - Day

 

1.4.4 – Change

Use this button to change to the specified date or day.

Note - If you enter a Date and a Day, the [Date] field will override the [Day] field when you submit the form.

 

1.5 – Project/Jobs/Time

The purpose of this section is to add/update the time spent on a project/job.

There are 3 sub-sections:

1 – Section Header

2 – Main Body

3 – Section Footer

1.5.1 - Section Header

Provides a description of the columns, Project, Job Description and Hours.

1.5.2 - Main Body

Provides a tabular overview of the jobs related to the current user.

There are 2 items of further interest:

1 - Job Description column

2 - Hours column

1.5.2.1 - Job Description column

Provides a link to the adding time page for the specified job.

There are 3 sections of interest:

1 - the header

2 - hours and estimate

3 - adding time

Figure 1.5.2.1 - Adding time page for a specified job

 

1.5.2.1.1 - the header

Format: Adding time for <current user>, <current date> for the <specified job>

Provides an indication of the user, the date and the specified job.

1.5.2.1.2 - hours and estimate

Format: <Number of hours worked> Hours worked on this job, <estimated hours> estimated.

Provides a quick view of how many hours have been spent on a job and the number of hours that the job was estimated to take.

1.5.2.1.3 - adding time

Provides a facility to enter job details for the specified job.

There are 8 items of interest here:

1 - Code

2 - Code Description

3 - Short Description

4 - Hours

5 - Minutes

6 - Notes

7 - Add

8 - Reset

1.5.2.1.3.1 - Code

Provides a set of radio buttons that are linked to a specific charge code.

Also see section 1.5.2.1.3.2 - Code Description.

1.5.2.1.3.2 - Code Description

Provides a facility to enter an extra description if needed.

1.5.2.1.3.3 - Short Description

Provides a facility to summarise the work done.

1.5.2.1.3.4 - Hours

Provides a facility to enter how many hours were spent on working on the specified job.

1.5.2.1.3.5 - Minutes

Provides an overflow facility for the number of minutes spent working on the specified job.

1.5.2.1.3.6 - Notes

Provides a facility to note any other comments for the job.

1.5.2.1.3.7 - Add

Use this button to submit the information that you have entered to the database.

1.5.2.1.3.8 - Reset

Use this button to clear all fields in the [adding time] section.

 

1.5.3 - Section footer

Provides a total number of hours worked for the current week (Monday through to Sunday).

 

1.6 – Customise Your To-Do List

The purpose of this section is very self-explanatory, you can use this section to customise your to-do list or add a task to another users to-do list.

There are 3 options available:

1 – Add Task to My To Do List

2 – Modify My To Do List

3 - Add Task to Someone Else’s To Do List

 

1.6.1 - Add Task to My To Do List

Provides a facility to add new items to the todo list.

There are 3 sections of interest:

1 - the header

2 - the todo list dropdown list

3 - the add item table

Figure 1.6.1 - Add task to my todo list

 

1.6.1.1 - the header

Format: add todo item for <current user>, <current date>

Provides an indication of the user and the date the item is to be added on.

1.6.1.2 - the todo list dropdown list

See section 1.3 – Things To-Do List for further details.

1.6.1.3 - the add item table

Provides a facility for entering information into the todo list.

There are 6 items of interest here:

1 - Item

2 - Description

3 - Submit Query

4 - Reset

5 - Add task to my todo list

6 - Add task to someone else's todo list

1.6.1.3.1 - Item

Provides a field to enter a short description of the task.

1.6.1.3.2 - Description

Provides a field to enter a more detailed description of the task.

1.6.1.3.3 - Submit Query

Use this to submit the information entered into sections 1.6.1.3.1 and 1.6.1.3.2 into the database.

1.6.1.3.4 - Reset

Use this button to clear the values in the [Item] and [Description] fields.

1.6.1.3.5 - Add task to my todo list

Provides a link to.. this section :}

*Help* - is this recursive link... meant to be recursive? :}

 

1.6.1.3.6 - Add task to someone else's todo list

Provides a link to add a task to someone else's todo list

There are 3 sections of interest:

1 - the header

2 - the todo list dropdown list

3 - the add item table

1.6.1.3.6 - Add task to someone else's todo list

 

1.6.1.3.6.1 - the header

Format: add todo item for <current user>, <current date>

Provides an indication of the user and the date the item is to be added on.

1.6.1.3.6.2 - the todo list dropdown list

See section 1.3 – Things To-Do List for further details.

1.6.1.3.6.3 - the add item table

Provides a facility for entering information into the todo list.

There are 7 items of interest here:

1 - User

2 - Item

3 - Description

4 - Submit Query

5 - Reset

6 - Add task to my todo list

7 - Add task to someone else's todo list

1.6.1.3.6.3.1 - User

Provides a facility to select the name of a user.

1.6.1.3.6.3.2 - Item

Provides a field to enter a short description of the task.

1.6.1.3.6.3.3 - Description

Provides a field to enter a more detailed description of the task.

1.6.1.3.6.3.4 - Submit Query

Use this to submit the information entered into sections 1.6.1.3.1 and 1.6.1.3.2 into the database.

1.6.1.3.6.3.5 - Reset

Use this button to clear the values in the [Item] and [Description] fields.

1.6.1.3.6.3.6 - Add task to my todo list

See section 1.6.1.3.5 - Add task to my todo list.

1.6.1.3.6.3.7 - Add task to someone else's todo list

Provides a link to.. this section :}

*Help* - is this recursive link... meant to be recursive? :}

 

1.7 – Bottom Navigation Bar

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