"Choosing Clockware's leading web-based time and work tracking software was based upon careful evaluation. We are very happy with our choice. Our major goal was to find a time reporting system that was easy to install and easy to manage. Volvo IT North America has several locations in the US with more 2,500 people, so we especially wanted a product that could be easily deployed throughout the organization that our people could easily access, whether they were in the office, on-the-road or telecommuting."

John Lindberg Software Systems Engineer Volvo Corporation of North America
Quick Start Guide
USA Headquarters
1735 East Bayshore Road
32 B Redwood City
CA 94063, USA
Phone : (650) 556-8880  
Fax : (408) 716-1980
email : sales@clockware.com
email : info@clockware.com
 
Quickstart Guide. 3
Setting up the System:  Step by Step. 4
Step 1:  Setup Users. 4
Setting up User Custom Fields. 6
Step 2:  Setup Work Items. 7
Work Items. 8
Setting up Work Item Custom Fields. 10
Step 3:  Setup Groups. 11
Setting up Custom Fields for Groups. 14
Step 4:  Setup Work Attributes. 15
Step 5: Set Up Leave Balances. 20
Using the System.. 26
Clockware Eval Workbook. 26
Suggested Clockware Eval Process. 27
Sample Submission Message. 28
Appendix:  Configuration Tables. 29
Work Item Configuration. 29
Work Attribute Configuration. 30
Leave Balance Configuration. 31
User Configuration. 31
Group/Sub-group Configuration. 31
Setting up Timesheet Styles. 32
User Role Configuration. 33
Standard Reports. 34
Sample Work Attribute Reports. 35
Installing the System.. 35
System Requirements. 35
Software
Hardware
Changing the Tock HTTP Port 36
Using Microsoft SQL Server with Version 4. 36
Using Oracle with Version 4. 37
Special Instructions for Tock Installation RedHat Linux 7.x. 38
Contacting Clockware. 39
Corporate Headquarters. 39
Sales
 

Quickstart Guide

  This Guide will show you how to setup the application in 5 to 10 minutes.  If you are installing the software, go to installation instructions

  If you are using an Online ASP site, continue on the next page.

  Setting up the System:  Step by Step

Your eval system has been pre-populated with data to simplify the eval process. This guide will show how to setup the elements of a basic project-oriented time tracking system:  Users, Groups, Work Items, Work Attributes and Balances.

  Step 1:  Setup Users

To setup users, login as the system administrator from the main Tock login page.

  Login as:          admin

Password:        Your Company Name

  You will now see the main Admin Page

  Click on Users

 

  Fill in the following information:

Login:                          jdoe

Password:                    tock

First Name:                  John

Last Name:                  Doe

Status:                         Active              
Role:                              User

Timesheet:                   Default Timesheet

Scheduled Hrs.:           40.0

Pay Rate:                     25.0

  Now your first completed user profile should look like this. 

 

  When you complete the user profile click the save button and save the profile to the database.

  Now repeat this process for the following users and information. 

  Note that we are setting up John Williams as a Supervisor, not a User, so you can evaluate the application’s approval workflow later on.

 

User Profile Fields

User 2

User 3

User 4*

Login: 

kallen

bsmith

jwilliams

Password:        

tock

Tock

tock

 

 

 

 

First Name:      

Karen

Bob

John

Last Name:      

Allen

Smith

Williams

 

 

 

 

Status:             

Active

Active

Active

User Role:

User

User

Supervisor

Timesheet:

Default Timesheet

Default Timesheet

Default Timesheet

Scheduled Hrs.:

40.0

40.0

40.0

Pay Rate:         

25.0

25.0

25.0

*Really a supervisor, not a user.

Setting up User Custom Fields

  Within the User Profile you can create up to 4 custom fields that can be configured as an edit box, or pick list. These fields can be set up for information such as Location, Start Date, etc. The User Custom Fields can be accessed from the Customize option under the Action button.

    Text Box: Setting custom User profile fields:

1.	Log In as Admin
2.	Select the User icon
3.	Select Action Menu
4.	Select “Customize”
a.	Enter in the Custom Field Name.  Examples: (Title, Location, etc)
b.	Value List: 
i.	If a value list is required (list of options – not allowing free form field – enter the list with semicolons separating each item)
ii.	If a free form field is required – leave the fields blank.
5.	Select Save
The new fields will show in the User profile below Date Format

 



Step 2:  Setup Work Items

Work Items are the heart of this project-oriented time tracking system.

  Work Item Types

You can define work items as projects, activities, tasks, jobs, phases, etc.  On the main Admin page, select Work Items. 

  Action

Customize

  The default Work Item Types are:  Project, Activity, Task and Exception Time.  Project, activity and task form a “work breakdown structure” or project hierarchy.  Exception Time is the work item type for work items linked to Leave Balance Types.  You can name Work Item Types anything you like.  Examples include: 

  • Customer/project/task
  • Project/phase/task
  • Job/phase task

  Exception Time Types examples include:  

  • Vacation Time
  • Sick Time
  • Military Leave
  • Jury Dury
  • Comp/Flex Time  

When you setup a project using Work Item Types you are defining your work item or project hierarchy.  Once the you order Work Item Types in a hierarchy, the system remembers this order.

  Work Items

 

  Fill in the following information:

  Name:                          IT project

Parent:            

Id:                                101

Status:                         Active              

Billing:                         Non-billable

Bill Rate:                      0.0

Est. Hours:                    0.0

Type:                           Task

  Now your first completed work item profile should look like this. 

 

  If you wish you can fill in a billing rate and estimated hours for this project.  When you complete the work item profile click the save button and save the profile to the database.

  If you want to track data at many project levels, drill down to the appropriate level of the project and create for work items. 

  For IT Project we can create two more levels:  

  • IT Activity
  • IT Task  

This chart shows the completed setup for IT project  

Work Item Fields

Work Item 1

Work Item 2

Work Item 3*

Name: 

IT project

IT activity

IT task

Parent:

 

IT project

IT project/IT activity

Id:

102

103

104

Status: 

Active

Active

Active

Billing:

Non-billable

Non-billable

Apply work item rate when billing

Bill Rate:

0.0

0.0

75.0

Est. Hours:

0.0

0.0

0.0

Type:

Task

Task

Task

 

 

 

 

*Work Item 3 has been set up as a billable work item because Smartco is conducting a billable project for a customer. Enter a billing rate in the Work Item 3 profile.

  Setting up Work Item Custom Fields

  Within each Work Item Type there is the ability to create up to 4 custom fields. Each custom field can be configured as an edit box, or pick list. This will allow you to capture more detail and descriptive data for any individual Work Item profile.  Accordingly, the configured edit boxes and/or pick lists can vary from Work Item Type to Work Item Type. The Work Item Custom Fields can be accessed from the Customize option under the Action button.  

Step 3:  Setup Groups

You can Groups and sub-groups in the system.  Later you can assign Users and Projects to these Groups and Sub-groups.  On the main Admin page,

Click on Groups

Fill in the following information:

Name:                          IT Dept

Parent:            

Id:                                101

Status:                         Active              

  Your completed Group profile should look like this.   

  When you complete the group profile click the save button and save the profile to the database.

  You can repeat this process for additional groups.   

Group Fields

Group 2

Group 3

Name: 

Finance

Sales

Parent:

 

 

Id:

102

103

Status: 

Active

Active

  You can also setup Groups and sub-groups in a hierarchy such as:

  Company/IT Department/ Data Center

  Assigning Users to your Groups

  On the main Admin page,

  Select “IT Group” on the group list.

  Action

Assign Users

Users will appear on the left.  

  • Doe, John
  • Allen, Karen
  • Smith, Bob
  • Williams, John 

  You can select Doe, John and add him to the IT Group.  Also, select and add Williams, John*.  You can select the role the User will play in that Group on the right.  When you are finished, click Done.

 

  * John Williams is added to the IT Group and he will have supervisory approval rights over submitted timesheets from the other users in this group.  The “User’s role in group” for John Williams is pre-populated as “Supervisor” because this was defined already in his profile.  A blank defines the role as “User.” A user can play a different role from one group to another. 

  Now repeat this process and assign the following users to the following groups.  

Users Added

Finance

Sales

Allen, Karen

 

Smith, Bob

 

Williams, John*

  *John Williams is added to all groups because he will be the supervisor approving timesheets for all groups.

Setting up Custom Fields for Groups

You can create up to 4 custom fields for Group profiles. Each custom field can be configured as an edit box, or pick list. This will allow you to capture more detail and descriptive data for each individual Group.  These fields can be set up for information such as Location, etc. The Group Custom Fields can be accessed from the Customize option under the Action button.
Step 4:  Setup
Work Attributes

This system allows you to associate work item data with valuable customer, location or other project information or in the entry details area of the system or directly on the Timesheet itself. 

  You will notice that your Eval system has been set up with a number of different Work Attributes. Some of the Work Attributes are Pick Lists and some are Text Entry Boxes, an entry field which allows the User to key in alpha/numeric data associated with the Work Item.

  These preconfigured Work Attributes are:  

Attribute Name

Attribute Entry Type

Enabled

Regular Time

Edit Box

No

Over Time

Edit Box

No

Double Time

Edit Box

No

Customers

Pick List

Yes

Location

Pick List

Yes

Pay Code

Pick List

Yes

Project Phase

Pick List

Yes

Priority

Pick List

No

Capitalization

Pick List

No

  As you can see from the information above only a few Work Attributes have been enabled. Some Work Attributes, such as Regular Time and Overtime, are used in conjunction with Timesheet rules. 
Click on Work Attributes

The Work Attributes page will appear and look like this.

 

Scroll down to Work Attribute #4, Customer. This field has been setup as a Pick List Attribute. For our eval purposes we will setup a Customer list attribute.   Click “enable” for Work Attribute #4.

  Fill in the following information for Work Attribute #4:

Name:                          Customer

Description:                 Customer List

Data Type:                   Text                 

Entry Type:                  List

Enable this attribute for the following work item types:                      Tasks

Data can be added to the Work Attribute Pick List in three steps

1. Click on Entry Settings and a dialog box will appear.

2.  Click on the plus sign and add a new customer name to the list. It could be the name of any company. 

3.  An “add new entry” screen appears. 

  Fill in the following information:

 Name:    Customer Name

Value:     Customer Name

Description:   (can leave blank)           

Status:       Active  

  “Value” is the information stored in the database, and can be different from “Name.”  After completing the entry settings information click on Okay, and then Done.

  See Example below.

  After you have set up a Work Attribute Pick List, you may know change the Setting for the List.

 

You may set the default value from among one of the entries on you Pick List.

  The location of the Pick List can be selected from the choice of on the Timesheet, right next to the Work Items itself or in the Timesheet Details section in the bottom of the Timesheet.

  Another option available from the Pick List Settings screen is “Value required.” Placing a check in this box will make it mandatory for your Users to select a value from this Pick List, before any other action can be taken.

  After you configure a Work Attribute, you can update its pick list using import files. 

Step 5: Set Up Leave Balances

The Application allows you to set up record time for various types of Leave such as vacation or sick time.  Balances are associated with these leave types so hours can be added or deducted accordingly.  Begin by setting up the following Leave items:  

Work Item Fields

Work Item 1

Work Item 2

Name: 

Sick Leave

Vacation Leave

Parent:

 

 

Id:

901

902

Status: 

Active

Active

Billing:

Non-billable

Non-billable

Bill Rate:

0.0

0.0

Est. Hours:

0.0

0.0

Type:

Task

Task

 

 

 

  Now create and setup the corresponding Leave Balance Types.  On the main Admin page:

  Click on Balances

  The Balance Administration page will appear and look like this.

 
  Click on “Add New Balance Type.” 


  In this case, the Balance type is “Vacation Leave” and the associated Work Item is also “Vacation Leave.”


   

1.  Enter the name and description of the Balance Type.

  2.  Click on the “plus” sign.  Select  “Vacation Leave” as the Leave Type, and click okay.  You have now associated the “Vacation Leave” Balance Type with the “Vacation Leave” Leave Type.

  3.  The default seting is set to “Warn” a user when they submit their timesheet that they have exceeded their balance. “Reject” will not allow the user to submit the timesheet.  Both settings will provide a message for the user explaining that the user has exceeded his balance limits.

  When completed the screen will look like this.

 
 

Click OK to save.

  To set User Balance amounts, click on “Edit User Balances.”

 
 

1.   For example, you can click on the Balance pull-down menu, select the “Sick Time” Balance Type, and edit User Sick Time Balances. 

 2.  Select “Finance” as the Group.  

 

  You can create a balance as of today’s date for each User and each Balance Type.  In this case, create 40.0 hours of Sick Time for Karen Allen, and 80.0 hours of Sick Time for John Williams.

 

  You can use the drop–down Balance menu to change from one Balance Type to another.

  Once you have entered hours for each Balance Type, you can do so for other Groups by clicking on the Group pull-down menu and repeating the process.

Using the System

  You have now completed a basic setup and configuration of the system. 

  For your Eval, you can assign User Names to Eval Users. If you would like to have more Eval Users in your Eval, you can create up to five additional users by repeating Step 1 with different User information. 

  The following setup and configuration data can be updated by importing configuration files on an ongoing basis:  

  • Users
  • Work Items
  • Groups
  • Group User assignments
  • Group Work Item assignments
  • Work Attributes lists
  • User Balances

  Clockware Eval Workbook

The “Clockware Eval Workbook” has detailed instructions for users and supervisors so they can complete various eval scenarios. 

  Use the Clockware Eval Workbook

  In sum, you can use the Eval Workbook to make Eval User assignments and manage the Eval Process.  Complete the Eval user assignments and then distribute the Eval Workbook to the Eval Users.  The Workbook is organized into four tabbed worksheets:

  1.  Clockware Eval User Worksheet  Use this to make Eval User assignments.

  2.  Eval user scenario  Each user should follow this script.

  3.  Supervisor scenario  Each supervisor should follow this script

  4.  Eval user feedback  Eval Users can make comments in this workbook  

EVAL WORKBOOK

    Suggested Clockware Eval Process

Step 1

Assign Users by completing the Eval User Worksheet in the Clockware Eval Workbook with complete Eval User contact information.  This will help facilitate communications between you the Users during the Eval Process.

  Step 2

Distribute this Workbook to your Eval Users.

  Step 3

Establish an eval start date and time, and an eval end date and time.  Make these parameters clear to all Eval Users in your first email.  Send this email with the Clockware Eval Workbook to the Eval Users.  The following is an example of your communication in the email:

  “Our evaluation of Clockware’s timesheet for the web software will be conducted between (Month/Day) and (Month/Day).  The first day of the Eval Process, you should schedule to use the system between ___ and ___, a two-hour period.  Enter in your initial system data during this period so Supervisors can view and evaluate the data.  The attached Clockware Eval Workbook contains your User Name, Login and Password information.  You will find this information in the first tab of the Workbook entitled, “Eval user worksheet.”  Information regarding your colleagues participating in the Eval Process will also be contained on that worksheet to facilitate communications during the process.  The second tab, entitled “Eval user scenario” contains detailed instructions and screenshots with a script for your first walkthrough the system.  The third tab, entitled “Supervisor scenario” is a script for Supervisors.  The fourth tab, entitled “Eval user feedback” will be used for providing me feedback, comments or suggestions about the system.  This will be a 10-day process.  When the Eval Process is complete, please return your completed Clockware Eval Workbook to me by email.

  I want to thank you in advance for participating in this Eval Process

  If you have any questions, please feel free to contact me.”

  You can kick-start the process by scheduling a two-hour period for Eval Users to enter their initial system data on the first day of the eval process.  At the same time, encourage your supervisors to frequently check the system for progress utilizing reporting tools and the approval dashboard in the system.

  Step 4

Receive Eval User feedback and provide consolidated information or completed Eval Workbooks to your Clockware representative for analysis and preparation for the implementation process.

Sample Submission Message

I certify that the information in this timesheet is true and correct.

  Once you have submitted your timesheet, it will be locked, and can only be unlocked by your Supervisor.  This is part of the system's security. 

  After submitting this timesheet, it is possible to enter additional data or make changes to your timesheet for this period.  However, to do so, you will need to have your Supervisor unsubmit your timesheet which will unlock it and allow you to make additional entries or changes.

Appendix:  Configuration Tables

Below are additional configuration tables that show various ways to configure different areas of the system.  For more advanced configuration, see the Admin Guide.  You can also attend Clockware’s FREE Admin training or contact technical support by email: support@clockware.com or call 408-749-7600 ext. 2.

Work Item Configuration

This system is setup with a three-level Project hierarchy:  Project, Activity and Task.  You can have any number of levels. How to Setup a Project.  How to Setup Project Custom Fields  

Name

Parent

Project ID

Billing

Bill Rate

Project Level*

 

Customer Project

None

100

Non-Billable

 

Project

 

Customer Project\Activity

Customer Project

110

Non-Billable

 

Activity

 

Customer Project\Activity\Task

Customer Project\Activity

101

Billable

$100.00/hour

Task

 

*These are defined in the system as “work item types” and are a powerful configuration tool.  Can report All project/task information accessible by: Customer,  Location,  Phase,  Capitalization, User, Group, or any other Work Attributes.

How to Import Work Items from MS Project

  Work Attribute Configuration  

Attribute No.

Attribute Name

Setup Properties

Edit List

Organizational Area

Attribute 1

Regular Time

Data Type = Numeric

Entry Type = Edit Box

Display in = Timesheet Detail

 

All

Attribute 2

Over Time

Data Type = Numeric

Entry Type = Edit Box

Display in = Timesheet Detail

 

All

Attribute 3

Double Time

Data Type = Numeric

Entry Type = Edit Box

Display in = Timesheet Detail

 

All

Attribute 4

Customer

Data Type = Text

Entry Type = List

Display in = Timesheet

Display width = 10

Display as menu = 99

Abbott Laboratories

Advanced Micro Devices

American Express

Etc.

Engineering

QA

Data Center

Attribute 5

Location

Data Type = Text

Entry Type = List

Display in = Timesheet

Display width = 10

Display as menu = 99

Los Angeles

San Francisco

New York

Etc.

Engineering

QA

Data Center

 

Pay Code

Data Type = Text

Entry Type = List

Display in = Timesheet

Display width = 10

Display as menu = 99

Reg Time

Over Time

Double Time

Engineering

QA

Data Center

 

Project Phase

Data Type = Text

Entry Type = List

Display in = Timesheet Detail

Display width = 10

Display as menu = 99

Phase 1

Phase 2

Etc.

Engineering

QA

Data Center

 

Priority

Data Type = Text

Entry Type = List

Display in = Timesheet Detail

Display width = 10

Display as menu = 99

High

Medium

Low

Production Support

Help Desk

Tech Support

 

Capitalization

Data Type = Text

Entry Type = List

Display in = Timesheet Detail

Display width = 10

Display as menu = 99

Capitalized

Non-Capitalized

 

Enable the Attributes you configured, and enable them for the Task level where Users will be recording time.  How to Setup Work Attributes

  Balance Configuration

This system is setup with three Leave balances:  Vacation Time and Sick Time.  You can have up to 30 leave balances.   

Balance Name

Description

Enabled

Min. Limit

Max. Limit

Reject/Warn

Hours saved to

Vacation Leave

Vacation leave

Yes

0

160

Reject

Vacation Time

Sick Leave

Sick leave

Yes

0

24

Warn

Sick Time

Comp/Flex Time

Overtime banked for comp time use

Yes

0

40

Reject

None:  rules automatically apply to comp time bank

How to Set up Leave Balances

  User Configuration

The system has been set up with sample Users. You can use these, modify them, or create new Users.  Once you save time to a User Timesheet, the system will not allow you delete that User or the Work Item against which time was saved.  By first deleting Timesheets for these Users, and therefore eliminating any Timesheet data for these Users, you can then delete these Users.  Another option is to inactivate the User, however, the User’s Timesheet data will still remain in the system for that period.  

Property

User

User

Supervisor

Project Manager

Login

kallen

Jdoe

jwilliams

bsmith

ID

 

 

 

 

Password

tock

Tock

tock

tock

Password

Exempt

none

None

None

none

First

Name

Karen

John

John

Bob

Last

Name

Allen

Doe

Williams

Smith

Status

Active

Active

Active

Active

Role

User

User

Supervisor

Project Manager

Timesheet

Weekly Timesheet

Weekly Timesheet

Weekly Timesheet

Weekly Timesheet

Scheduled

Hours

40.0

40.0

40.0

40.0

Pay Rate ($)

25.00

25.00

35.00

25.00

Bill Rate ($)

40.00

40.00

55.00

40.00

Financial

Group

Finance Department

It Department

It Department

Sales Department

Date Format

MM/DD/YY

 

MM/DD/YY

MM/DD/YY

How to Setup User Profile Custom Fields

  Group/Sub-group Configuration

The system has been set up with sample Groups. You can use these, modify them, or create new Groups.  You can set up Groups in a hierarchy to match your organization’s structure.  When you inactivate a Group all of its properties and settings are inactivated in the system.

Property

Company

Department

Department

Department

Name

Company

Finance

IT Department

Sales

Parent

none

Company

Company

Company

ID

100

102

101

103

Status

Active

Active

Active

Active

  How to Setup Groups

  Setting up Timesheet Styles

You can have Weekly, Bi-Weekly, Semi-monthly time periods.  And different Timesheet Styles can be assigned to different groups of Users.  You can add an Attendance Tracking interface by clicking “enable attendance” for any Timesheet Style.  These attributes and rules can be enabled for the following Time Periods:  

Time Period

Weekly view start day

Enable Attendance

Work Item Rules

Show Totals for

Time Entry/Access Rules

Timesheet Submission

Weekly

Bi-Weekly

Semi-monthly

Monthly

Can be enabled for:

·       Semi-monthly

·       Monthly

Creates Attendance interface

1.        add any work item

2.        add from restricted list

3.        cannot add/remove

1.     Billable hours

2.     Non-billable hours
Any Work Attribute Edit Box

Limit hours entered:

·          Per day

·          Per Week

·         Per Period

 

Limit Timesheet access rules

Enable:  display the following notice to the user (to require digital signature/certification by user when submitting hours)

Sample certification message

    User Role Configuration

The following are standard settings for User Roles.  You can modify these or create altogether new User Roles through checkbox configuration.  

Role

General Rights

General Rights: Reports

Group Rights

Work Item Rights

User

Has a Timesheet

My Timesheet reports

None

None

Timekeeper

Has a Timesheet, Can keep time for others

My Timesheet reports; Timekeeper Report

Can keep time for members of assigned Group

None

Client Approver 

No Timesheet, this is a Client for whom your Company performs work

Can run Work Item Reports; configuration applicable if Client is at the highest level of the Work Item Hierarchy

Can perform Work Item approvals for similarly configured Work Items

Can approve assigned Work Items

Project Manager

May have a Timesheet, Manages and conducts work Item approvals for Work Items assigned to them

My Timesheet reports; Can run assigned Work Item reports

Can perform Work Item approval for assigned  Work Items

Can admin Work Items, approve and unapprove assigned Work Item time; Run assigned Work Item reports

Supervisor

May have a Timesheet; Overall Timesheet approval for members of their Group

My Timesheet Reports; various reports on their Group and Users in their Group

Can approve, unapprove,  unsubmit and submit Timesheets for their group; admin their assigned Users, and  Group

None

Administrator

May have a Timesheet; has full access to the all aspects of the  application and has rights to enable and configure application.

My Timesheet reports; all reports in the system

None by default.  Can also play any other  role for any groups*

Can admin Work Items; report on all Work Items

  *Each User (including the Admin) can be assigned differing roles for different groups.

  Standard Reports  

   Report Name

Report Description

Work Item Summary

The Work Item Summary Report allows reporting on specified Work Items.  This report will show the total hours worked, total billable hours, total non-billable hours, and Estimated hours for the Work Item, % Complete, Cost, and billable amount.

Financial Group Summary

This generates a report showing the number of hours produced by the selected Group or Groups. Additionally, this report has the ability to show the User in the selected Group and the Work Items that produced the hours in the specified time period.

User Summary

This generates a report showing the Users. The report includes total billable hours, non-billable hours, total hours, cost, and bill amount for their work for the specified date range.

"Work Attribute" Summary

A Summary report of Work Attributes set up in the system. This report will show Billable, Non-Billable, Total hours, Cost and Bill amounts and also allow you to show the Work Items, Users or Groups associated.  There will be a separate report for each of the Attributes.

Timesheet Detail

This generates a very detailed report showing the Work Items Users have worked on, timesheet comments, Work Attribute information, and approver information.

User Metrics

Show metrics for users such as productivity and utilization based on the total hours, billable hours and scheduled hours.

User Balances

The User Balances report shows the various balances, be they Vacation, Sick or Military that a User has accrued. The search criteria are based on Group and Date.

User Balance Activity

The User Balance Activity report shows changes to the Users balances of accrued time.

Timesheet Details - by Work Item

This is a very detailed report that displays, by Work Item, hours that have been recorded, comments that have been recorded, the user, submitter, and approver, as well as information from Work Attributes.

Timesheet Report

The Time Sheet Report can be used to view all or some of the Time Sheets for the members of a Group (This is a Supervisor level report).

Hard Copy Timesheet

This is a report allowing the Supervisor to download and print a hard copy of the Time Sheets for some or all of the members of their Group. This report shows the date, time, and signature stamp of the Timesheet Submitter and Approver.

Timesheet Status Summary

This report provides the ability to view the percentage and number of timesheets that have been approved, and the same information for those missing or unapproved.

Timesheet Status Detail

This report provides the ability to use filters for viewing timesheet submittal information by timesheet status.

Time Keeper

The Time Keeper Report is a report that gives the Supervisor the ability to access, view, edit, and submit Time Sheets for members of Group (This report must be configured in the User Roles).

Schedule Deviation

This report shows any deviation from an employees scheduled work hours as established in the Scheduled Hours field of their User Profile.

At a Glance

The At a Glance report is the only report that can be access directly from the timesheet, rather than being available from the Reports icon. This report gives information on hours, productivity and Leave Balances.

My Timesheet

This is a timesheet report which draws in the same format and view as the actual timesheet entry screen.  This report is available to any User with a Timesheet.

My Timesheet Hard Copy

This report also shows the date, time, and signature stamp of the Timesheet Submitter and Approver. This is a report generated in an RTF file and can be opened or downloaded for printing or viewing in any word processing application.

My Timesheet Details

This is a timesheet report showing very detailed Information.  The hours worked on each work item each day, along with any comments and Work Attributes against the Work Items are also displayed.

  Sample Work Attribute Reports

The system automatically modified the report engine to create summary reports for each Work Attribute setup as a list attribute. 

Report Name

Report Description

Customer Summary

All work item summary data by customer:  various filters enabled, exports for any view

Location Summary

All work item summary data by location:  various filters enabled, exports for any view

Project Phase Summary

All work item summary data by project phase:  various filters enabled, exports for any view

Capitalized vs. Non-capitalized Summary

All work item summary data by capitalized/non-capitalized:  various filters enabled, exports for any view

Priority Summary

All work item summary data by priority:  various filters enabled, exports for any view

  Installing the System

  If you are evaluating the application using one of our Online ASP service evaluation sites, please skip to Set Up Users.  If you are installing the application software from one of our evaluation download sites, please continue in this section.

  Special Instructions for Linux Installation

System Requirements

Software

  The application is compatible with the following operating systems:

  ·         Microsoft Windows NT (Service Pack 3 or higher)

·         Microsoft Windows 2000 (any Service Pack)

  The application supports the following web browsers:

  ·         Microsoft: Internet Explorer 5.0 or higher, PC or Mac

·         Netscape: Communicator 4.5 or higher, PC or Mac

  Hardware

  ·         Pentium II 300 MHz or higher

·         128 MB RAM (256 MB Recommended)

·         40 MB available disk space

  To install the application, run the setup program and follow the on-screen instructions. Once installed, you can access Tock from the following link:

  http://localhost:8080/tock/login

  Note that you should replace localhost with the name or IP address of your server running Tock. If you have changed the HTTP port number for Tock you will need to replace 8080 with that value. See the following section for information on changing the port used by Tock.  

Changing the Tock HTTP Port

  Tock installs the Tomcat application server, and by default listens for HTTP requests on TCP/IP port 8080. If you want it to listen on another port, like 80, you should change the “port” parameter of the following section in server.xml to the desired port.

      <Connector className="org.apache.tomcat.service.PoolTcpConnector">

        <Parameter name="handler"

            value="org.apache.tomcat.service.http.HttpConnectionHandler"/>

        <Parameter name="port"

            value="8080"/>

    </Connector>

  server.xml is located in the Tock installation directory. You need to restart the Tock service to apply the change.

  Using Microsoft SQL Server with Version 4

  Tock has been tested against Microsoft SQL Server 2000. To use Microsoft SQL Server with Tock you must perform the following steps:  

  1. Create the Tock database in SQL Server
  2. Modify tock.cfg to use new database
  3. Restart the Tock Service

  1. The SQL scripts to create the Tock database for MS SQL Server are found in the clockware\tock\dbms\mssql folder where you installed Tock. You should run the SQL scripts using Query Analyzer in the following order:  

  1. create_db.sql
  2. create_tables.sql
  3. create_indexes.sql
  4. initial_data.sql  

Note that create_db.sql will create the disk storage for your database as well as create a database account for accessing the tock database. You can run it unmodified, but you may modify this file to suit your installation needs, such as to store log files on a separate drive from the data.  

2. Now that the database has been created you must modify clockware\config\tock.cfg file to use this new database:  

DATASOURCE=jdbc:microsoft:sqlserver://localhost:1433;databaseName=tock;SelectMethod=cursor

DATABASE=com.microsoft.jdbc.sqlserver.SQLServerDriver

DRIVER=sqlserver

USERNAME=tock

PASSWORD=tock  

If you did not modify create_db.sql then you can use leave the database name, user name and password as tock, shown above. Substitute localhost with the name or IP address of your SQL Server host if it is not on the same machine as the Tock service. If you modified create_db.sql then make sure you modify the appropriate values above.  

3. Now restart the Tock service and load the login page to verify your connection to the database.  

Using Oracle with Version 4

  Tock has been tested against Oracle 8i and 9i. To use Oracle with Tock you must perform the following steps:  

  1. Create the Tock database in SQL Server
  2. Modify tock.cfg to use new database
  3. Restart the Tock Service  

1. The SQL scripts to create the Tock database for Oracle are found in the clockware\tock\dbms\oracle folder where you installed Tock. You should run the SQL scripts using sqlplus in the following order:  

  1. create_db.sql
  2. create_tables.sql
  3. create_indexes.sql
  4. initial_data.sql  

Note that create_db.sql will create the disk storage for your database as well as create a database account for accessing the tock database. You can run it unmodified, but you may modify this file to suit your installation needs, such as to store log files on a separate drive from the data.  

2. Now that the database has been created you must modify clockware\config\tock.cfg file to use this new database:  

DATASOURCE=jdbc:oracle:thin:@localhost:1521:ORCL

DATABASE=oracle.jdbc.driver.OracleDriver

DRIVER=oracle_oci

USERNAME=tock

PASSWORD=tock  

If you did not modify create_db.sql then you can use leave the database name, user name and password as tock, shown above. Substitute localhost with the name or IP address of your SQL Server host if it is not on the same machine as the Tock service. If you modified create_db.sql then make sure you modify the appropriate values above.  

3. Now restart the Tock service and load the login page to verify your connection to the database.

Special Instructions for Tock Installation RedHat Linux 7.x

First-Time Installation Notes

Tock installs the MySQL database, so if you have MySQL separately running on your system using the default port you will need to turn it off or change its port before installing.

Tock installs a web server that runs on port 8080. If you already have a web server running on this port you will need to turn it off or change its port number before installing, or modify Tock to use a different port after installation.

Installation Instructions

You must be logged in as the root user to install Tock.

Before running the installer you will need to modify the file to be executable. Run the following command from the directory where you downloaded the installer:

chmod a+x tock50setup-linux.bin

Next run the installer:

./tock50setup-linux.bin

and follow the on-screen instructions. If you would like to install from a console and not use the graphical wizard, execute the command as follows:

./tock50setup-linux.bin -console -is:javaconsole

Contacting Clockware

Corporate Headquarters

 Address:  1735 East Bayshore Road
32 B Redwood City
CA 94063
U.S.A.                     

Telephone:         (650) 556-8880  

Fax:                    (408) 716-1980  

Website:             http://www.clockware.com/  

Office Hours:       6:00 A.M. to 6 P.M. Pacific Time

Sales                      

Sales Phone:      (650) 556-8880 ext. 0

  Sales Fax:          (408) 716-1980  

Website:             http://www.clockware.com/  

Sales email:       sales@clockware.com  

Office Hours:       6:00 A.M. to 6 P.M. Pacific Time  

Technical Support

To contact Clockware technical support email us at support@clockware.com

  For installation issues or other support issues please telephone us at 408-749-7600 ext. 2.