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WebTimeNavigator
Timesheets, Expenses Tracking &
Analysis Tool
User's Guide
Table of Contents
- System Overview
- General Guidelines for Using the System
- Logging In
- Administrative Access Screens
- Employee Access Screens
- Approver Access Screens
- Manager Access Screens
- Index
Strategic Goals:
- Easy installation and maintanence
- Simplified End-user multi-project, multi-client timesheet creation and approval
- Expense tracking, analysis, and logical grouping
- Enabling different payment schemes - monthly, biweekly and on 15th and last day of month(halfmonthly)
- Expandability (using MS SQL for companies with more than 30 employees)
System Functions:
- Provide proper and flexible security system
- Wide browsers range (Internet Explorer and Netscape Navigator versions 3.x-6.0, and Opera 5.x) support
- Compatibility with most common Web-providers restriction (ASP & MS Access) for small companies
- Possible Perl/PHP, MySQL(or Unix?) porting
Administrative Functions:
- Rich and easy reports generation and printing
- Sophisticated human resources with projects matching
Step 1. Create Clients
Step 2. Add Appropriate Projects
Step 3. Create Employees(if they were created beforehand skip this step).
Step 4. Map Employees to the Client's Projects.
Step 5. From Select Appropriate Timesheets and Expenses Approvers, Project Managers for Selected Clients. For more detailed workflow tracking, add tasks (subprojects).
NOTE: For ease of use, all drop-down menu items have the same meaning as main
menu items.
Selecting Login on the Starting Screen takes you to the login dialog. Once there, simply input your assigned login name and password.
User access rights are managed via the Roles Mechanism. Each user has at least one Role. There are four Roles available in the program. These are:
- Administrator
- Manager
- Approver
- Employee
Different Roles are assigned to User for different Clients(i.e. User can have Admin and Employee Role for First Client and Approver Role for Second Client). The user may select administrator, manager, approver or employee for any given client. In other words, the User can assume different roles for different clients.
So user can have different roles for different clients.
If the user has assigned a single role, he/she is taken to that role's starting Screen. However, if the User has selected multiple roles, he/she is sent into the role selection Screen after logging into the system.
If the user has multiple roles and wants to change roles, they must select the "home" menu item in the upper right corner of the Screen. This will take them back to the role selection Screen.
In the upper-right corner of the screen there is a small menu with 3 items - "home", "help" and "log off". "home" item is for return to the initial role selecting screen - for example after finishing work in one role User have to work in another role. "help" means help. "log off" is for logging of user.
Next bottom brown colored line in it's left side have User name of currently logged in person, than in center current screen name and in the right part current date and time (this line can be named status line).
And the next goes main program menu.Most part of screens have also in bottom centered context-dependent menu with frequently used operations.
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