Using Timesheets
You can:
view call and task actions for yourself and other analysts
add, update and delete actions on tasks and calls
view the timeline for task and call actions
delete timesheet entries
Viewing Task and Call Actions
Before you start
You must have Timesheet selected in the Timesheet tab of your General Access security role to create call and task timesheet entries for calls you own. To view other Analysts’ timesheets, you must have View Other Analysts’ Timesheets selected, and to view the timesheet entries for all Analysts in the groups to which you belong, you must have Timesheet for Group selected in the same tab.
Select > View > TimeSheet.
The Timesheet window appears, with a filter pane on the left and the main pane divided into two further panes - the top one showing task actions and the bottom showing call actions. Both panes have their own set of toolbar buttons. At the top of each pane you can also see the number of actions, the total time committed and the expense.
Filter the search results as required.
Select the Previous or Next button to view the previous or next day, week or month. You can also filter on the following details.
Select above either or both of the results panes to refresh the information, if necessary to see the filtered records. You can adjust the column widths if required.
To view one of the actions in more detail, select it and then select .
In addition to the standard buttons, the following buttons are available from this window.
Adding a Task Action
Actions created in the Timesheet window appear in the Task History window of the relevant Task Details or Approval Details windows, and vice versa. You can add timesheet entries for existing requests.
Before you start
To be able to log a new task action, one of the following conditions must be met:
the request is open and you are the current owner of the task
you are or have been the manager of the request
you have actioned any task linked to the request
You must have Create Request selected in the Requests tab of your Workflow Management security role.
Select > View > TimeSheet.
Select at the top of the Task Results pane.
The Task Timesheet Details window appears. Complete the details.
Select to spell check the description you have typed. Then complete the rest of the details.
Select Save to save the action to the appropriate task. The Timesheet window appears.
Select at the top of the Task Results pane to see the new action if necessary.
Adding a Call Action
You can add timesheet entries for existing calls. Actions created in the Timesheet window appear in the Call History window of the relevant Call Details windows, and vice versa.
Select > View > TimeSheet.
Select at the top of the Call Results pane.
The Call Timesheet Details window appears. Complete the details.
Select to spell check the description you have typed. Then complete the rest of the details.
Select Save to save the action to the appropriate call. The Timesheet window appears.
Select at the top of the Call Results pane to see the new action if necessary.
Cloning a Timesheet Entry
If you have several actions that are very similar, you can create one and then clone it, updating the details where necessary in the individual actions.
View the task and call actions.
Select the action you want to copy from the table in the results pane.
Select the button at the top of the relevant pane.
An identical action appears beneath the existing one. Select it and then select to update the details as necessary.
Updating a Timesheet Entry
View the task and call actions.
Select the action you want to copy from the table in the results pane.
An identical action appears beneath the existing one. Select it and then select .
Depending on the type of entry selected, the Task Timesheet Details window or the Call Timesheet Details window appears. Update the details as necessary.
Deleting a Timesheet Entry
Select > View > TimeSheet.
In the Filter pane, select the Added through Timesheet filter option for both tasks and calls, and deselect Added through Task Details and Added through call details if necessary.
All task and call actions created through the Timesheet window display. Select the button at the top of the relevant results pane to display the filtered results if necessary.
Select the entry you want to delete by clicking on the corresponding row.
Select at the top of the results pane.
Confirm the deletion in the warning box.
Viewing the Task and Call Action Timeline
You can view your task and call actions in a graphical format in the Timesheet window. The timeline is a chart for tasks and calls. The chart is plotted for the dates and other filter options you have set. It shows the budget and actual time for each task and call action. In this view, you can easily decipher how long a task has been running and do a comparison of the budget versus actual time and costs.
View the task/call actions.
Set the filters to view your or another analyst’s task and call actions. The actions are displayed in the corresponding panes.
Select the button in the relevant results pane. The timeline appears.
To close the chart view and return to the table view, select the button.