Support:Time tracking tool

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(Created page with "Every months, our partners receive a report showing the balance of their Support Bank hours. A negative value means that the account is in deficit. In such case we invite our ...")
 
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Every months, our partners receive a report showing the balance of their Support Bank hours. A negative value means that the account is in deficit. In such case we invite our Partners to promptly contact a sales representative to acquire new TBsupport hour banks.
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{{DISPLAYTITLE:TelcoBridges Support Time Tracking Tool}}
  
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To access the full information about a report, each partners can access the TB Support Time tracking tool:
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Every month, TelcoBridges partners receive a report showing the balance of their Support Bank hours. A negative value means that the account is in deficit. In such a case, we invite our Partners to promptly contact a sales representative to acquire new TB support hour banks.
  
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[https://208.94.105.5:2888 https://support.telcobridges.com:2888]
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<br>
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To consult their TB Support activities, our partners can access TelcoBridges TB Support Time tracking tool:
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https://timetracking.telcobridges.com
  
 
<br>  
 
<br>  
  
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== Login<br> ==
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= Login<br> =
  
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The login/password is the same as the license server access. For partners who do not have a login for the above site, please contact [mailto:support@telcobridges.com TelcoBridges TB Support].  
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The login/password is the same as that used for license server access. For partners who do not have a login for the above site, please contact [mailto:support@telcobridges.com TelcoBridges TB Support].  
  
 
<br>
 
<br>
  
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== Export tab : Show support time entries<br> ==
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= Export view<br> =
  
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Once login, choose the Export tab. In this view, you will be able to see every period of time was withdraw from your support account.
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Once you are logged in, choose the Export tab. This view shows the support Bank hour units withdrawn from your account and also the units deposited to your account.
  
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[[File:Kimai_export_tab.png]]
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[[File:Kimai_export_tab.png|1024px]]
  
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====Columns definition<br>====
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==Columns definition<br>==
  
 
{| class="wikitable"
 
{| class="wikitable"
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! Column Name !! Definition
 
! Column Name !! Definition
 
|-
 
|-
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| '''Date''' || Date of when the support have been provided
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| '''Date''' || Date when support was provided
 
|-
 
|-
 
| '''In''' || Start time (EST timezone)
 
| '''In''' || Start time (EST timezone)
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| '''h'm''' || Duration in hours:minutes
 
| '''h'm''' || Duration in hours:minutes
 
|-
 
|-
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| '''Time''' || A chargeable task is rated at '-1' (per hour) and a non-chargeable task rated at '0'
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| '''Time''' || A chargeable task is rated at '-1' (per hour) and a non-chargeable task is rated at '0'
 
|-
 
|-
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| '''Rate/Total''' || Number of bank unit withdrawn from support bank account
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| '''Rate/Total''' || Number of bank units withdrawn from the support bank account
 
|-
 
|-
 
| '''Customer''' || Customer name
 
| '''Customer''' || Customer name
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| '''Project''' || Support bank (9-5 or 24-7). See [[TB_Support_A_la_Carte|TB Support A la Carte]] for more information
 
| '''Project''' || Support bank (9-5 or 24-7). See [[TB_Support_A_la_Carte|TB Support A la Carte]] for more information
 
|-
 
|-
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| '''Task''' || Task that was performed : Configuration, Installation, Troubleshooting, etc.
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| '''Task''' || Task that was performed : Configuration, Installation, Troubleshooting, and more.
 
|-
 
|-
 
| '''Comment''' || Provide detail on the the nature of the task that was performed
 
| '''Comment''' || Provide detail on the the nature of the task that was performed
 
|}
 
|}
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==Selecting the report date range<br>==
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By default, when you log in, the Date range will show the current month only. Select the report period by changing the start date.
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[[File:Kimai_export_date_range.png|1024px]]
  
 
<br>
 
<br>
  
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== Export tab : Show support time entries<br>  ==
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== Changing the report date format<br>  ==
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By default, the report ''Dateformat'' is 'd.m.'. To change it and include the year:
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# Click the '''clock''' icon ((upper left, just below the Export tab)
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# Set the date format to 'D' (m/d/y).
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[[File:Kimai_export_dateformat.png|1024px]]
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<br>
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== Changing the view filter<br>  ==
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The view entries can be filtered by Project and by Tasks. You can also choose what type of entries to view. <br>
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'''Note''': '''Expenses''' entries represent TB support bank hours units that have been added to the support account
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# Click the '''funnel''' shaped icon (upper left, just below the Export tab)
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# Select ''times and expenses'' to view all entries
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[[File:Kimai_export_filter.png|1024px]]
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<br>
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== Exporting or printing<br>  ==
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The view entries can be exported to a file or printed (see icons locate at the upper right).
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The supported export files are : PDF, XLS and CSV
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[[File:Kimai_export_exporting_report.png]]
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<br>
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== Suggested export options <br>  ==
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Make sure to use below options on export to get the full report
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[[File:Kimai_export_exporting_options.png|400px]]
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<br>
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= Current balance of hours<br>  =
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# Select the '''report date range with a start date that includes all the entries of your account since its creation'''
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# Set the view filter to show all the entries ('times and expenses'')
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# Set the view filter to either your 5-9 or 24-7 project (click the funnel shapes icon of the project name to filter)
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# Export into a .xls or .csv
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# Open the file in your favourite spreadsheet editor and perform a summation on all the entries of the ''Rate/Total'' column
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# The summation should match your support account balance

Latest revision as of 14:13, 24 April 2018


Every month, TelcoBridges partners receive a report showing the balance of their Support Bank hours. A negative value means that the account is in deficit. In such a case, we invite our Partners to promptly contact a sales representative to acquire new TB support hour banks.


To consult their TB Support activities, our partners can access TelcoBridges TB Support Time tracking tool:

https://timetracking.telcobridges.com


Contents

Login

The login/password is the same as that used for license server access. For partners who do not have a login for the above site, please contact TelcoBridges TB Support.


Export view

Once you are logged in, choose the Export tab. This view shows the support Bank hour units withdrawn from your account and also the units deposited to your account.

Kimai export tab.png

Columns definition

Column Name Definition
Date Date when support was provided
In Start time (EST timezone)
Out End time (EST timezone)
h'm Duration in hours:minutes
Time A chargeable task is rated at '-1' (per hour) and a non-chargeable task is rated at '0'
Rate/Total Number of bank units withdrawn from the support bank account
Customer Customer name
Project Support bank (9-5 or 24-7). See TB Support A la Carte for more information
Task Task that was performed : Configuration, Installation, Troubleshooting, and more.
Comment Provide detail on the the nature of the task that was performed

Selecting the report date range

By default, when you log in, the Date range will show the current month only. Select the report period by changing the start date.

Kimai export date range.png


Changing the report date format

By default, the report Dateformat is 'd.m.'. To change it and include the year:

  1. Click the clock icon ((upper left, just below the Export tab)
  2. Set the date format to 'D' (m/d/y).

Kimai export dateformat.png


Changing the view filter

The view entries can be filtered by Project and by Tasks. You can also choose what type of entries to view.
Note: Expenses entries represent TB support bank hours units that have been added to the support account

  1. Click the funnel shaped icon (upper left, just below the Export tab)
  2. Select times and expenses to view all entries

Kimai export filter.png


Exporting or printing

The view entries can be exported to a file or printed (see icons locate at the upper right).

The supported export files are : PDF, XLS and CSV

Kimai export exporting report.png


Suggested export options

Make sure to use below options on export to get the full report

Kimai export exporting options.png


Current balance of hours

  1. Select the report date range with a start date that includes all the entries of your account since its creation
  2. Set the view filter to show all the entries ('times and expenses)
  3. Set the view filter to either your 5-9 or 24-7 project (click the funnel shapes icon of the project name to filter)
  4. Export into a .xls or .csv
  5. Open the file in your favourite spreadsheet editor and perform a summation on all the entries of the Rate/Total column
  6. The summation should match your support account balance
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