Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Version History

Version 1 Next »

This is an extra feature of the XTRF Platform. Additional charges may apply. Please contact our Help Desk or your Customer Success Manager for more information.

Work Log is the time-tracking functionality of the Home Portal, which helps you analyze your efforts and improve your efficiency. All of the data obtained by this function is used for report creation and analysis. Work Log allows marking the working hours for jobs, projects, or clients. It allows you to see how many hours were spent on a specific job, project, or client.

To enable the Work Log feature, go to the (blue star) Configuration menu > User Management > Work Log and check the Time Tracking Enabled box.

To learn how to configure this feature, see the Configure the Work Log feature for Home Portal users article.

When enabled, the Work Log function is displayed in the top menu bar.

 

To learn how to configure this feature, see the Configure the Work Log feature for Home Portal users article.

How to use the Work Log feature

Log your work

  1. Sign in to the XTRF Home Portal.

  2. On the top menu bar, click the (blue star) icon. A drop-down menu will expand.

  3. (For automatic time logging) Select one of the activities. The work Log has started, and the time is being tracked. To see more details, select the Show Work Log option. You will be directed to your Timesheet, where you can log other activities for different dates (see step 5 below).

  4. (For manual time logging) Click on the activity you want to log the time for. You will be directed to the Work Log page, where the Log Work pop-up window appears.

     

    1. You can select another activity from the Activity drop-down list.

    2. (Optional) Provide a description.

    3. Enter the Time spent on the activity.

    4. Click the Log Work button.

  5. You will be directed to your Timesheet, where you can log other activities for different dates:

     

    1. Select the desired date.

    2. Click the Log Work button.

    3. Provide the information as described in step 4 above.

To access the Work Log page, you can also click the Show Work Log button at the top of the Work log menu.

The available activities are user group-related. To learn more about assigning activities to user groups, see the User Management - Work Log - User Group Settings tab article.


Check the Work Log reports

The main purpose of time tracking on the Home Portal is to gather data for analysis. The data is collected automatically so you can create a Work Log report at any time.

To do so, perform the following steps:

  1. Go to the Reports module > Business Reports tab.

  2. Use the Name filter to locate the Work Log reports.

  3. Click one of the icons in the right column to generate different views of data:

    • (blue star) icon to display the data in a table.

    • (blue star) icon to display the data in a printer-friendly format.

    • (blue star) icon to download the data in a CSV file.

If you want to display data in a chart, click the (blue star) icon, go to the Chart Settings tab, click on the desired chart type and save the changes.

To learn how to create or edit a business report, see the Create a business report guide. To learn more about reports in XTRF, see the Reports module article.

  • No labels