User Manual
Contents
1. y LucentPower_ExternalUser LucentPower_ExternalUser Website markrobinson lucentpower com Mark Robinson Privilege Details markturner lucentpower com Mark Turner a privilege Mare paulcarter lucentpower com Paul Carter Description robertwalker lucentpower com Robert Walker Cancel Required Save Cancel 5 Then click Save You have added the default external user to your application successfully Now you can send tasks to clients who are external to your organization 3 Setting up Master Data Note You can set up Master Data only if you are assigned the Weekly Timecard Administrator privilege CORDYS Page 6 of 17 USER MANUAL WEEKLY TIMECARD MASHAPP Cordy s Process Factory M6 You need to set up the Master Data that is required for the functioning of the Weekly Timecard MashApp 3 1 Week Details You can add week details that are required to submit weekly timecard Do the following D TN MON Ye 7 Click the Master Data tab Click View for Week Details The Week Details form appears Click New to add the details for a new week In the Week Number field provide a number for the week Click 2a for Starting Date select the start date for the week Click 2 for Ending Date select the end date for the week Week Details izal F Week Number Starting Date Ending Date 10 01 2009 09 26 25 E 10 02 2009 09 26 30 E 10 05 2009 09 26 35 10 09 2009 08 26 41 E 10 12 2009 09 26 54 10 162. it r Process Factory W User Manual Weekly Time Card MashApp USER MANUAL WEEKLY TIMECARD MASHAPP Cordys Process Factory W Copyright 2009 Cordys R amp D B V All rights reserved The information in this document is confidential constitutes the intellectual and proprietary property of Cordys R amp D B V and is protected by intellectual property laws and international intellectual property treaties Cordys and the Cordys logo are the registered trademarks of Cordys R amp D B V All other trademarks mentioned herein maybe are the trademarks or registered trademarks of their respective owners and should be noted as such No part of this document may be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without the express written permission of Cordys R amp D B V The information contained in this document is subject to change without notice Cordys R amp D B V does not warrant that the information contained in this document is error free CORDYS Page 2 of 17 USER MANUAL WEEKLY TIMECARD MASHAPP Cordys Process Factory BO Contents TST REFOGUCTION osisssa a a aa 4 2 Setting Up Organizational DEEANS s ssssssssssaccsanasananamasananananananamanaanmanannenetmacaenmamaenenstuns 5 2 A Cheating Application WSEl Ss ae a A de a con 5 2 2 Adding the Default External User eee e ee eeeeeeee eee eeeeeeeeeageeeeeeeeeeeeaaaaes 6 S Settingd UP Mast
3. co Jow 7 CE LE ET i 00 oo PT T dT Too oo z 16 PT LE LE oo 000 17 CE TL O T 00 oo 18 T dT EL 000 oo 19 PT dT LE ET 600 000 20 0 00 0 00 21 0 00 0 00 22 0 00 0 00 23 0 00 0 00 24 0 00 0 00 v Add Sheet Timecard Y 4 Click Share to share the spreadsheet with the users you want to share Now you need to update the spreadsheet URL in your Cordys Process Factory account Copy the URL of the spreadsheet to which you have made changes from your Google account and do the following in Cordys Process Factory 1 Click the Setup tab 2 Click Go to for Document Template The Document Template page appears 3 Double click the existing document template The Template Properties page appears A In the Template URL field paste the URL of the spreadsheet template that you copied and customized in your Google account CORDYS Page 11 of 17 USER MANUAL WEEKLY TIMECARD MASHAPP Cordy s Process Factory BO Setup gt Document Template gt Template Properties m Document Template Users can add spreadsheet templates and map cells in the templates to application object fields or other fields CiNew X Delete Previous D Next Back to List Template Hame Weekly Timecard Application Object WeeklyTimeCard A Details of Hours Related Application Objects toi spreadsheets google com cecrkey t_ Loski_tfYwRIUbTozeJg Template URL Template Mapping Required Save Cancel
4. Mon Tue etc fields respectively The Total field is automatically populated In the O T Hrs field provide the over time hours worked if any 7 Click Save 8 On the Create and Send Spreadsheet for Selected Record tab do the following a b There are two options to create and send spreadsheet e New This option creates a new spreadsheet e Existing This option allows you to include the weekly timecard data to the existing spreadsheet Do the following i Click the Setup tab ii Click Go to for Document Template The Document Template page appears iii Double click the existing document template The Template Properties page appears iv Copy the URL in the Template URL field v Then click the Timecard tab vi Click View for Weekly Timecard vii On the Create and Send Spreadsheet for Selected Record tab paste the URL in the Spreadsheet URL field Click Write Spreadsheet 9 In the Weekly Timecard section click Refresh The spreadsheet created appears in the Spreadsheet URL field 10 Now select a send option to send the spreadsheet The following options are available a b C Share Spreadsheet You can share the spreadsheet created with the Share option Send as an Attachment You can send the spreadsheet as an attachment Do the following i Inthe Weekly Timecard section click the spreadsheet URL corresponding to the weekly timecard you want to send as an attachment and save it to the
5. 1 Click Setup The Setup page appears 2 Click Go to for External Application Personal Access 3 In the External Application Personal Access page that appears do the following a Click New b Google Apps is the default selected option under External Application Details This is the option you need to select to register your personal access details for Google Apps c Under Access Details provide your Login and Password that you use to access your personal Google account Setup gt External 4pplication Personal Access gt External Application Detail J External Application Personal Access Users in an organization can register personal accounts For new or existing external application These accounts can be used in Web service calls From Mash4pps to the external application While configuring the Web service in a Form or process you need to specify that it requires a personal account G Mew a ge Back to list External Application Details External Application Google Apps Other External Application External Application Name Google Apps Access Details User Login bpeterson tpf gmail com d Click Save Your personal Google account is registered to integrate between Google Apps and Cordys Process Factory Note The Google account credentials you provided are secure 5 Copying and Customizing the Weekly Timecard Spreadsheet Template This MashApp allows users to maintain weekly
6. are many For example the long tedious procedures are time consuming and taxing which makes it difficult to manage Moreover you could lose your valuable clients to your competitor due to long cycle time To avoid such bottlenecks we are providing the Weekly Timecard MashApp which will help you e Reduce cycle time e Add value and quality to your service To use the Weekly Timecard MashApp you need to first set up organization data such as application users and the external user and then set up MashApp Master Data such as week details profile details company details and all tasks After setting up the required data you can use the MashApp to manage the weekly timecard process You can create and submit new weekly timecards approve them and also add weekly timecards to iGoogle You can also monitor data through charts and reports Create Weekly Timecard Weekly Timecard ViashApp Monitor Weekly User Manual Timecard Data APPNO Teeny Timecard Add Weekly Timecard Gadget to iGoogle CORDYS Page 4 of 17 USER MANUAL WEEKLY TIMECARD MASHAPP Cord s Process Factory BO 2 Setting up Organizational Details You need to set up organizational details such as application users and external users 2 1 Creating Application Users You need to create application users to enable users in your organization to access the Weekly Timecard MashApp Do the following to set up application users 1 Click Setup gt User Mana
7. from the Status drop down list 3 Click Save and then click Complete Task Hourly Details Project Mon Tue Wed Thu Fri Sat Sun Total Over Time Selection of Site a 0 2 0 2 0 7 0 Consultation with 6 0 Designing the Plan 2 0 1 0 3 0 3 0 9 0 Select Click Save Then click Complete Task You have completed the task of approving the weekly timecard successfully 3 Adding the Weekly Timecard to iGoogle You can add the weekly timecard to iGooogle Do the following 1 2 3 A CORDYS Click Setup gt URL Generator Click Go to for URL Generator The URL Generator page appears On the Google Gadget URL tab click New Gadget to add a new gadget In the Gadget Details section do the following a Application Form is the default option for Gadget for b Click EX for Linked Form select the Purchase Order form and click OK c Select Authorized Access radio button for Access Control Page 14 of 17 USER MANUAL WEEKLY TIMECARD MASHAPP Cordy s Process Factory W Setup gt URL Generator URL Generator Generate URLS for Google gadgets Forms and standard components Control access to the URLs through anonymous or authorized access er Google Gadget URL Other URL C New Gadget X Del Refresh Gadget Details ee My Docs Gadget For Application Form Standard Component mmi A TUE Linked Farm weekly Timecard Form mia aes Gadget Name Weekly Ti
8. provide the email ID of the contact person Cords Process Factory BO In the Contact Person field provide the name of the contact person for the company Page 8 of 17 USER MANUAL WEEKLY TIMECARD MASHAPP Cords Process Factory BO maA Company Details Es Pelete Refresh Company Name Contact Person E mail F Lucent Power Brian Peterson brianpeterson lucentpower com LLN Traders Ltd Ruth Turner ruchturnerailntraders com 7 Click Save amp Close You have added company details successfully 3 4 All Tasks You need to add all the tasks which are to be included in the weekly timecard Do the following Click the Master Data tab Click View for All Tasks The All Tasks form appears Click New to add a new task In the Task field provide the task Save Save a Close Close All Tasks E C Task pe DP Selection of Site Consultation with the Clients Designing the Plan Material Procurement Construction Phase 5 Click Save amp Close CORDYS Page 9 of 17 USER MANUAL WEEKLY TIMECARD MASHAPP Cordy s Process Factory M6 You have added all tasks successfully 4 Registering Access Details for Google Apps Firstly you need to register your Google account credentials This will enable integration between Google Apps and Cordys Process Factory You can set up a personal account for access to Google Apps through the Setup tab Do the following
9. 2009 09 26 56 E 10 19 2009 09 27 1 1 fel 10 23 2009 09 27 17 fia Click Save amp Close You have added week details successfully 3 2 Profile Details You need to add the profile details which need to be used in the application Do the following 1 2 3 4 UT Click the Master Data tab Click View for Profile Details The Profile Details form appears Click New to add the details for a new profile Click amp for User ID select an organization user and click OK The Name field is automatically populated In the Address field provide the address of the contact Provide other details such as City State Email Address etc CORDYS Page 7 of 17 USER MANUAL WEEKLY TIMECARD MASHAPP 7 Click Save amp Close You have added profile details successfully Profile Fifth Street Avenue Road Amsterdam Netherlands Email Address 3 3 Company Details You need to add all the company details needed to submit weekly timecards Do the following to add company details 1 Click the Master Data tab 2 3 4 5 6 CORDYS brianpeterson lucentpower caom Arian Peterson Lucent Power it Amsterdam Stake Amsterdam ZIF SO0002 786 965044902605 09254 623546 brianpeterson lucentpower com Click View for Company Details The Company Details form appears Then click New to add a new company detail In the Company Name field provide the name of the company In the E mail field
10. 5 Click Save 6 Creating a Weekly Timecard Once you have set up the Master Data and registered the access details for Google you can create a weekly timecard Do the following 1 Click the Timecard tab 2 Click View for Weekly Timecard 3 Click Profile The My Profile form appears If you have not added your profile details in the Master Data you can add it here Do the following a Click New to add your profile details b Click amp for User ID select the user ID with which you have logged on to the application and click OK c Provide other details such as Address Phone Email Address etc d Click Save amp Close 4 In the Weekly Timecard section do the following a Click amp for Week select the week number and click OK b Click amp for Year select the year and click OK c Click EX for Client Name select a client and click OK You can also add new clients if required d You can add attachments if required Do the following to add an attachment i Click Add Attachments ii Provide the File Path iii Provide a Comment Title and provide text for the description iv Click Save Click Save On the Hourly Details for Selected Record tab do the following a Click New to add hourly details for a task CORDYS Page 12 of 17 USER MANUAL WEEKLY TIMECARD MASHAPP Cordys d Process Factory M6 Click amp for Task select a task and click OK Provide the hours worked in the Sun
11. dE My Notifications q eekly Timecard Form aca aa Height fin pixelsy i My Tasks g Anonymous Access Authorized Access Weekly Timecard Form Access Control j Generate Gadget URL Copy and paste the URL to get your Google gadget http kvijay tofcloud com gadgetskyijayxf a9e023b Oacs 0497 019d Oe0b30b32d34 xml You have generated the URL successfully Use this generated URL and add this to your iGoogle homepage Similarly you can use any form as a gadget in iGoogle by repeating the above steps 9 Reporting and Monitoring The Weekly Timecard MashApp enables you to monitor weekly timecard data through various forms charts and reports 9 1 Charts On the Charts tab you can view charts that display weekly timecard data For example you can view the Total Time Spent per Company chart to view the total time spent per company Do the following 1 Click the Charts tab 2 Click View for Total Time Spent per Company The Total Time Spent per Company chart appears displaying the total time spent per company You can modify the Year field to view the status for another year CORDYS Page 15 of 17 USER MANUAL WEEKLY TIMECARD MASHAPP Cords Process Factory BO Year Next gt gt Total Hours worked per Company a i Le Con a D i LLH Traders Ltd Lucent Powers Company Name 3 Click Close You can also view the Total Time Spent for a Company chart on the Charts tab 9 2 Report
12. desktop ii Click Attachments iii Then click Add Attachments v Provide the File Path vi Provide a Comment Title and provide text for the description iv Click Save Send as a Form You can send this spreadsheet as a form 11 Click Submit The task of approving the weekly timecard is sent to the client successfully 7 Approving a Weekly Timecard The client to whom the task is assigned gets a notification via email which is available through My Page gt My Tasks The client gets a link and password via email to access the task CORDYS Page 13 of 17 USER MANUAL WEEKLY TIMECARD MASHAPP Cord s Process Factory M6 Do the following to complete the task 1 2 3 4 Review the weekly timecard details In the Status drop down list select one of the following e Accepted If accepted a notification is sent to the person who submitted the weekly timecard e Rejected If rejected a notification is sent to the person who submitted the weekly timecard Cords Task Delivery MF 102020 Factory W Task Details Please verify the weekly timecard submitted 1 Access the Weekly Timecard by clicking the below link 2 Review the information provided and go to the Status field to take the appropriate action a If the information provided is satisfactory select Accepted from the Status drop down list b If you are not satisfied with the information provided select Rejected
13. eated an application user successfully 2 2 Adding the Default External User To send tasks to clients who are external to your organization you need to add the default external user lt OrganizationName_ExternalUser gt to your application This is a system user that is created for your organization To add this default user to your application do the following 1 Click Setup gt User Management The User Management page appears 2 Click Go to for Application Users The Application Users page appears 3 Click Add and select Add Existing Users to the Application A Click amp for User ID select the default external user lt OrganizationName_ExternalUser gt and Setup gt User Management gt Application Users gt User Details e 8 Application Users Assign User x oy The users subscribed to this application are listed here This screen is used for user maintenance Users at es Users Se VO Please select the desired user from the list Di Add X Delete Previous P Next Back to List i User Id D 2 gt Name User ID Name Login Id bpeterson lucentpower com Brian Peterson Contact Details edwardcollins lucentpower com Edward Collins Email City helenparker lucentpower com Helen Parker Company Name Country jasongreen lucentpower com Jason Green Addr ss Phone O karendavis lucentpower com Karen Davis LucentPower_AnonymousUser LucentPower_AnonymousUser Phone R z
14. er Data anne ananas canne need anne EER 6 Bod VCE ID CUAINS aassn cones sen snmneenanceoeeceseuseeneassobeamatacieanee deetesnasn eneqesetsseersimmrenatcceseasanat 7 LPO iD Clallls nosevencencessatwencnaecsc oetcenseanaeeasactononcaser saree aeveanssecerecseceueeeneewanapeteseeaaenecns 7 Bo COMP DOS a seston Da ee Re ee dire ent 8 OR ed E ne ae cs 9 4 Registering Access Details for Google ApPpS 10 5 Copying and Customizing the Weekly Timecard Spreadsheet Template 10 6 Creating a Weekly Timecard s 12 7 ADDFOVING Weekly TIMGECANG sirrinin 13 8 Adding the Weekly Timecard to iGoogle 14 9 Reporting and Monitoring ssssssssmmmmmmmmmmmmnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnns 15 Did CH EEE 15 IRP a ee ee du 16 10 COMCIUSION 5 05 en done se nnos aaa nane sure ecc one eese cannes aa 17 L L CON ACCUS aaa sommes ananas assnse ss nescuesonensisss 17 CORDYS Page 3 of 17 USER MANUAL WEEKLY TIMECARD MASHAPP Cords Process Factory M6 1 Introduction This user manual is designed to guide you through using the Weekly Timecard MashApp solution to manage the projects of your organization This MashApp was built using Composer a MashApp tool from Cordys Process Factory CPF Usually when you have a manual weekly timecard approval system the bottlenecks
15. etup gt User Management gt Application Users gt User Details Application Users Application Users Fe f ty SS A T h y es he users subscribed to this ef The users subscribed to this application are listed here This screen is used For user maintenance Users are assigned a privilege to use the application D Add X i xt El Back to List O add X Delete 3 Refresh z midia E Add New User to the Application User Id baulcarter lucentpower com ae Existing User to the Application POCO ORE TE OTE Pore roor Name FETES Login Id paulcarter lucentpower com Contact Details Email paulcarter lucentpower com City oT Address Phone O Phoe o o S SESA website Privilege Details Privilege Name Weekly Timecard Administrator Eet Description Weekly Timecard Administrator Required save Cancel CORDYS Page 5 of 17 USER MANUAL WEEKLY TIMECARD MASHAPP Cord s Process Factory BO An application user is created and the required privilege is assigned to the user As soon as the user is added he or she receives an email with the Login Id and Password required to log on to the Weekly Timecard MashApp This application user is also an organization user So you can grant access to this user to other applications in the organization through the Setup tab for those applications using the Add Existing User to the Application option You have cr
16. gement The User Management page appears 2 Click Go to for Application Users The Application Users page appears displaying a list of existing application users 3 Create an application user Do the following a Click Add and select Add New User to the Application b In the User Id field type the unique id of the user in the form of a valid email address For example Imiller radiantpower com This email address is populated in the Login Id and Email fields respectively The credentials required to access the Weekly Timecard MashApp will be sent to you via email Note You cannot modify the Login Id Provide the required details of the application user such as Name and Contact Details d Assign a privilege to the user to access the Weekly Timecard MashApp Click amp for Privilege Name The Application Privileges dialog box appears e Select Weekly Timecard Administrator and click OK The privilege is assigned The description of the privilege appears in the Description field Welcome Brian Peterson Change Profile 10 23 2009 Log Out K weekly Timecard change Application e Help i Support Search Advanced Simy Page O Timecard User Management Announcements Personalization Weblinks General Settings Upload Activity URL Generator Document Template gt an Charts Reports Master Data Setup Modify Application Setup gt User Management gt AppFrches tease te S
17. s On the Reports tab you can run various reports on weekly timecard For example you can run the All Timecards per Company report to view all timecards per company Do the following 1 Click the Reports tab Click Run for All Timecards per Company The Report Wizard appears 2 3 Click Run Report 4 Then click Download Report The report appears displaying all timecards per company All Time Cards per Company 23 10 2009 Company Name Total Hrs Fi Selection of Site Consultation with the Clients Designing the Plan Selection of Site Material Procurement Grand Total 71 Grand Average 14 2 Grand Maximum 28 6 Grand Minimum CORDYS Page 16 of 17 USER MANUAL WEEKLY TIMECARD MASHAPP Cord s Process Factory BO 10 Conclusion In this user manual you learnt how to set up application users and Master Data for the successful functioning of the MashApp You learnt how to create and submit weekly timecard and to get it approved from the client You also learnt how to add weekly timecard to iGoogle You even got a glimpse of how to monitor data through various charts and reports that are readily available to you 11 Contact Us To report issues or send feedback contact us at customercare theprocessfactory com CORDYS Page 17 of 17
18. timecard data in a Google spreadsheet to back up data or take printouts or share it with others CORDYS Page 10 of 17 USER MANUAL WEEKLY TIMECARD MASHAPP Cords Process Factory BO You need to copy the Google spreadsheet template to your Google account You can also customize the template to add your company logo if required Note e This is a one time activity to be performed by the Weekly Timecard Administrator e Customize the spreadsheet by providing the company logo only It is recommended not to make any other modifications Do the following to copy the weekly timecard spreadsheet template and customize it 1 Go to the URL http spreadsheets google com ccc key O0AnSQ2k18PoezdHhuSCiNbTBWMGpUWTFgRjFBQjBgS3 c amp hl e 2 Click File gt Create a copy Provide a file name and click OK This will create a copy of the weekly timecard spreadsheet template in your Google account 3 In the Company Logo field provide your company logo Weekly Timecard Share gt File Edit View Insert Format Form Tools Help U MN 73 1234 10pt v B Aste Av H E Ey gt E A B C D E F G H l J K E M Weekly Timecard Company Name Location Department Address 1 Employee Name Address 2 City State ZIP Supervisor Name Phone 9 Fax 10 For Week Ending 10 10 2008 inyin IN a Project Total Overtime Regular 12 PROJECT Mon Tue Wed Thu Fri Sat Sun C Hrs Hrs Hrs 13 PT
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