Timekeeping View

List View

Buttons Explained

• View: Generates a list of jobs based on the selected filters.

• Edit: Allows the Quantity fields to be edited.

• Actions: Performs the action on all the selected records. The options are:

  • Task Actions

    • Batch Update: Allows users to perform an action on all the selected records once the information is supplied and Update (button) clicked.

      • Status: Changes the item's Status to the one selected on the dropdown list.

      • Completed Qty: Changes the Completed Quantity to the quantity typed in the block.

      • Spoiled Qty: Changes the Spoiled Quantity to the quantity typed in the block.

• Menu:

  • Reset Data Filters: Resets the connected filters.

  • Views: Switches to the different views:

    • Dashboard: A visual representation of all the Stages.

    • Jobs: A list of all the Jobs in the queue.

    • Tasks: This view displays all the Tasks in Planning in a grid view. 

    • Materials: A list of all the Materials needed and their Availability.

    • Outwork: A list of all the outsourced jobs and their Statuses.

    • Board: This view is an ordered list of the production Stages - each Stage containing an ordered list of Tasks or Groups (Task Packages).

    • Gantt: A detailed list of every Stage or Job, listing all the tasks and times accompanied by a visual representation. 

    • Timekeeping: A list of all the Timekeeping Records.

  • Settings

    • Edit Stages: Creates the stages that are displayed on the graph.

  • Export

    • Email Excel

    • Export Grid

  • Layout & Grid

    • Save

    • Save (All Users)

    • Restore Default (All Users)

Filters Explained

• Set: Allows users to select a date option (e.g. Today, This week, or to select No Date to view all the records).

• Arrows: Adjusts the dates based on the selection under Set.

• Date ... to: Allows users to further refine the date selection.

• Stage: A dropdown list allowing users to select All or a specific Stage.

• Show: A dropdown list allowing users to filter the records to those that are Active,  Complete or had their quantities changed (Qty Adjustments).

Fields Explained  

• Field Chooser (*): Allows users to add or remove columns.

• ID: The system-generated number for the Timekeeping record.

• TK Status:

• Trans No.: The system-generated number allocated to the Transaction.

• Item No.: The system-generated number allocated to the Item.

• NCR No.:  The system-generated number allocated to the Non-Conformance Record.

• Description: The job / item's Description.

• Customer:  The Customer requiring the job. (Will show Internal when the job is not for a specific customer.)

• Text1: A user-defined input field (as per the Transaction Type). The captions will be set if only one Transaction Type is enabled for these modules. 

• Text2: A user-defined input field (as per the Transaction Type). The captions will be set if only one Transaction Type is enabled for these modules. 

• Text3: A user-defined input field (as per the Transaction Type). The captions will be set if only one Transaction Type is enabled for these modules. 

• Caption: The estimate's caption.

• Stage: A description of the Stage.

• Task: A description of the Task.

• Tracking: A description of the Tracking.

• Cost Centre: A description of the Cost Centre.

• Workstation: A description of the Work Station.

• Reference: The Reference filled in on the source document.

• Override by: The User who overrode the timekeeping record.

• Operator (Code): The User whose timekeeping record it is.

• Day: The day of the week.

• Week: The week number.

• Operator (Full Name): The full name of the User whose timekeeping record it is.

• Start Date: The Start Date of the timekeeping record.

• @ (Start Time): The Start Time of timekeeping record.

• End Date: The End Date of the timekeeping record.

• @ (End Time): The End Time of the timekeeping record.

• Completed: The quantity of the item that was completed. This field is Editable if Edit (button) is clicked.

• Spoiled: The quantity of the item that was spoilt. This field is Editable if Edit (button) is clicked.

• Team: The number of team members.

• Hour/s: The duration of the job.

• Km: The mileage that was travelled for the job.

• Approval Note: Any note the User who approved the transaction wrote.

• Checked by: The name of the User that checked the timekeeping record and the date.

• Menu (...): A context menu that can also be accessed by right-clicking a line item.

  • View / Edit Job: Opens the job on the Job board.

  • Open Transaction: Opens the related transaction (e.g. Work Order).

  • Open Cost of Sales: Opens the Cost of Sales for the linked item or service.

  • Open Timekeeping: Opens the Timekeeping record in the Timekeeping module. The record can be edited from the Timekeeping module.

Related Topics

• Reference: Dashboard

• Reference: Jobs

• Reference: Tasks

• Reference: Materials

• Reference: Outwork

• Reference: Board

• Reference: Gantt

• Reference: Planning Stages

• Reference: Production Planning and Tracker Settings

• Tutorial: Dashboard

• Tutorial: Jobs

• Tutorial: Tasks

• Tutorial: Materials

• Tutorial: Outwork

• Tutorial: Board

• Tutorial: Gantt

• Tutorial: Timekeeping

• Tutorial: Edit Stages

• Setup Tutorial: Production and Tracking