Using TimeTracker and how to customize settings. Follow
TimeTracker is designed to provide you with this insight, ensuring that you stay on top of your tasks and optimize your operations. With TimeTracker, you can seamlessly:
- Monitor the time you allocate to clients' projects and internal administrative tasks.
- Keep a detailed record of the materials you utilize.
- Manage timesheets efficiently, making payroll processes smoother.
- Update and monitor the real-time costs and quantities associated with your services.
- Get a live view of your team's status—know who's available, who's on a break, and who's currently engaged in tasks.
TimeTracker has two main windows: Track and History
In the Track window, you start, pause, and finish tasks and track material quantities.
In the History window, you review the workday to close it, and review reports:
Using the Track Window
Below we will discuss how an operator will typically be using TimeTracker's Track window on the tasks they have assigned to them. The activities listed below can also be accomplished by scanning barcodes in addition to the UI available in Printer's Plan. See the Using Barcode Support for routine tasks guide for instructions.
Starting, Tracking, Pausing, and Finishing Tasks
To start Your Workday Select select "Who are You" if not already done and click Start.
To start a Job Service (or an Office Task) select "Who are You" If not already done click one of the following options and then select a Job Service (or a task from the Office Task list). Then double-click the task, or click Start (or OK on the Office Task list).
To Pause / Resume / Finish you can right-click a Task and select a command from the following menu.
Entering Task Notes
Task Detail Window – Review/Edit
To review or edit a task, right-click the task and select Open Task, or just double-click the Task to open it.
To edit a task, you must first finish it and then open the finished task.
Using the History Window
Below we will discuss how a manager will typically be using TimeTracker's History window to close the day and gain insight into the data TimeTracker collects.
Closing the Day
At the end of the day, everyone finishes or pauses his/her unfinished task(s) and finishes his/her day in the Track window. If a task is not finished yet remember to “pause” the task. Even if an operator has paused tasks they should still “finish” thier day and during the next day, the operator can start thier day and resume the task. Only one person has to close the day and “Closing the day” means moving the finished tasks from Track to History.
To close the day, click the History tab and complete the steps explained below under Close the Day. If you see a note stating "There are Tasks in Progress. Please Pause or Finish them before closing the day." go back to the Track window to Pause or Finish the Task(s) in progress before continuing.
1. Review Time Sheet: Operators’ work hours for the day are listed. Right-click on the list to print or export the information.
2. Review Office Tasks: Office tasks that are finished are listed. To edit a task, right-click and select Open Task or double-click the task.
3. Review Job Tasks: Job tasks that are finished are listed. To edit a task, right-click and select Open Task or double-click the task.
4. Update Job Services: If you have not set up TimeTracker to update the Actual Time and Quantities of Services automatically, you can update them selectively in this window.
Each row represents one Service. If more than one operator has worked on the same Service, or one operator started and finished more than one task for the same Service, the time and quantity displayed for the Service is equal to the sum of all the tasks finished for the Service. To update times and quantities of Services, select the Services you want to update and click Update Now near the top.
5. Close Tasks: Finished tasks and finished “My Day”s are listed. Tasks that have been paused do not appear in this view. You can either select specific rows you want to close or click "Close Tasks Now".
Reports
TimeTracker reports reside in the History window.
Customizing TimeTracker
Timetracker offers customization options to suit your company's workflow. Below you will find an explanation of each option and how that impacts TimeTracker. These options can be accessed from the TimeTracker Setting button,
Passwords
Passwords can be 1 to 20 characters in length. They are case-sensitive and may include punctuation marks and/or numbers. Leave them blank if you do not want password protection.
Earliest Start and Latest End Times
TimeTracker will use this information to set the earliest/ latest times to start/ finish tasks. Leave them blank if you do not want to force times.
Mark the Service as To-Do
If Yes is selected (recommended), the status of a job Service will be changed to “To-Do” in Scheduler even if the status may have been “Done”.
Assign the Operator Who Started the Task
If Yes is selected (recommended), the operator who started the task is assigned to the Service.
Show Job Service Note
The note assigned to the Service in the Specs window of the job pops up when the task is started.
Mark the Service as Done
If Yes is selected (recommended), the status of a job Service will be changed to “Done” in Scheduler.
Assign the Operator Who Finished the Task
If Yes is selected (recommended), the operator who finished the task is assigned to the Service regardless of who started the task.
Update the Actual Quantity and Cost
If Yes is selected, the Actual Quantity and Cost of the Service are immediately updated based on the tracked time or material. If No is selected, you can still update the quantities and costs of selected Services in the “History / Close the Day” section. (Updating the Actual Quantity and Cost of a Service does not change the Chargeable Quantity and Price of the Service.)
Alert me when I try to start a Service…:
TimeTracker pops up an alert message if the Service has already been started by another operator or if it is in one of the “Not in Production” locations in Scheduler.
Allow Editing in the ‘Schedule Job’ Window
If Yes is selected, the ‘View Schedule’ window opens in the Edit mode and all functions of this window are available. If No is selected, the window opens in non-edit mode, for preview only.
Office Tasks
You can track up to 24 types of office tasks which can be customized from TimeTracker Setting -> Office Tasks. When a task is no longer used, hide it by adding a tilde mark (~) in front of the name. We do not recommend deleting or renaming an office task if you have used it in the past.
Time Groups
You can have up to 4 Time Groups which can be changed by opening TimeTracker Setting ->Time Groups. Time Groups can be assigned to tasks in the "Task Detail Window". You may rename a Time Group or hide a Group by adding a tilde (~) mark in front of the name.
Staff Photos
You can replace the icon that represents an operator with another picture or a photo of the person. First save the picture or the photo as a bitmap file, size: 64 x 64 pixels. Then name the file with the employee’s number, you can refer to this number in the Settings page for Employees if you do not know it. Finally, move the file into the Photos folder in the Printer’s Plan directory on your server. (If the Printer’s Plan directory does not include a folder named Photos, create one.)