Daily or Weekly Reports are optional Reports and just in the process to be added to TimeTracker.
TBD
- Reporting (Overview)
- Customer Work Report
- Accounting (Monthly Reports)
Daily or Weekly Reports are optional Reports and just in the process to be added to TimeTracker.
TBD
Some of you probably know this:
You did some work at customer site and at the end of the month you send out the Invoice.
Then some time later you get a feedback from customer that there’s something wrong with the billed hours and a long story starts while you’re waiting to get paid …
TimeTracker can help you and let the Customer sign the work done immediately as it was done and signed Report will be sent via Mail to your Manager and also to your Customer.
Here’s the workflow:
Start your work as usual:
At the end Stop your Time:
Don’t forget to toggle “Sign Report” to ON ! TimeTracker will save the Tracked Time and automatically opens the Customer Report:
The Report is filled out from tracked Time and you can insert some remarks (Multi-Line TextArea).
Now let your Customer do the Signature: Tap on the Signature Field or the Action: TimeTracker switches to Landscape:
Let your Customer sign and tap on ‘Save‘: the Signature is inserted into the Report:
If you don’t like the result feel free to tap again on the Signature Field.
As next tap on ‘Send Report‘ – a Dialog Box comes up to verify:
Hint: you must connect a Message Account to be able to send the Mail. If not done please go to Application Menu Settings Connections.
Now the Report will be sent out as a formatted HTML Mail to your own Mail Address and cc: to your Customer – both will receive a Mail like this one:
Customer Reports and Signature Files will be stored local inside your secure sandbox together with the Tracked Time – so you can later have access to this report easy. Here’s the Tracked Data from above in List of Open Tracked Times:
Tap on the Row and get the Details:
Toggle ON ‘Show Report‘ :
Now you can resend the report to Customer if a copy was needed.
Signed Customer Reports will help you to avoid misunderstandings with Customer: your work will be signed immediately as it was done 🙂
Curious How the Signature was done ?
I have to say a big THANKS to Roberto Speranza‘s (@RSSessantotto) libview Library available at Github 🙂
Accounting Reports must be done monthly. From Application Menu Settings – Account you can define your Accounting Period. If a Calendar is connected, you can also get a Reminder as Calendar Event.
TimeTracker also reminds you in different ways:
Here’s the minimized view:
You see that my Report is due since 106 days. To document the workflows on this device I have three months open.
From Homepage you see the Bell and the Marker from TabbedPane. The Bell is animated.
Cascades makes it easy to animate Objects. Here’s the code:
Container { id: dueContainer visible: false onVisibleChanged: { if(visible){ rotateBell.play() } else { rotateBell.stop() } } horizontalAlignment: HorizontalAlignment.Right verticalAlignment: VerticalAlignment.Top ImageView { imageSource: "asset:///images/ca_notification_unread.png" } gestureHandlers: [ TapHandler { onTapped: { rootPane.goToReportingTab() visible = false } } ] animations: [ SequentialAnimation { id: rotateBell repeatCount: AnimationRepeatCount.Forever RotateTransition { fromAngleZ: 15 toAngleZ: -15 duration: 600 } RotateTransition { fromAngleZ: -15 toAngleZ: 15 duration: 600 } } ] function onAccountingDueChanged(state){ visible = state } onCreationCompleted: { visible = monitorTime.isAccountingDue() monitorTime.accountingDueChanged.connect(onAccountingDueChanged) } } // dueContainer
Let me explain some cool concepts of Cascades UI development.
To make it easy to maintain I created a Container (dueContainer) and this Container lives inside a DockLayout from HomePage. To position the Bell Image I set Horizontal Alignment to right and Vertical Alignment to Top.
By default the Container isn’t visible (set to false)
on creation time I’m checking (logic in C++) if the Account is due and if yes, setting the visible property to true. Also I’m connecting a Signal from C++ (accountingDueChanged) to a QML function (onAccountingDueChanged) working as a Slot. Signals and Slots are a powerful architecture to send and receive events asynchron. Later on when Account Reporting is done, my C++ logic will send a signal and the bell will disappear by magic or come back if next due date is reached.
Take a look at the visible property: as soon as the value changes the onVisibleChanged() function will be called – again Signal and Slot concept. If visible I start the animation (rotateBell.play)
rotateBell is a simple sequential animation moving the bell. The animation is directly attached to the ImageView.
There’s also a GestureHandler attached: a TapHandler: as soon as the User taps on the Bell the Reporting Tab will be opened and setting the bell to invisible will also stop the animation.
Doesn’t matter if the user taps on the Bell or goes to the Report Tab – this Page will be opened:
This Page is a Dynamic Page – the content will be different and depends from
In this case I’m getting the information that my Report is due since 106 days for Accounting Period March 2014.
From ActionBar I can jump to current History (old Accounting Reports), List of Open Tracked Times (no Accounting done) or directly start creating my Accounting Report (see blue arrow)
Accounting Report is automatically filled out:
You can control the sums of hours per Category. Also you can verify and also modify (if allowed) the tracked times: all tracked times for this Accounting Period are attached to the Report and you can get the list by tapping on the ‘Attached’ Icon in the middle. Then it looks the same as from List of all Open Times – only filtered for this report. More information HowTo verify and change tracked times see here. Changing Categories of times will automatically re-calculate the sums.
Scroll down and you can add some remarks for your Manager and you can sign the report, if Signature is required from Settings.
Tap on Signature Field or Signature Action. Full Screen can be used to sign. If working on a pure Touch Device, TimeTracker automatically changes Orientation to Landscape. (See Customer Reports)
Sign and Save:
You can attach the tracked data to this report and you can suppress empty rows. If all is prepared, save the Report. You must confirm:
Then the Report will be sent out and your Report Page tells you that there’s another Report Due:
The sent Report itself looks like this:
Jumping over to History Tab we’ll see the Month there:
More Infos on History here. Back to the Reports Tab:
Create and send your report for April – now it looks better: only 16 days due
One more Accounting Report and you’re done:
History now has 3 months:
Hint: History of May is missing, because there were no Times Tracked in May.
Minimized View (ActiveFrame) also looks much better now 🙂
More Infos on different kind of TimeTracker Reports:
You must be logged in to post a comment.