Projects

Last updated - Jun 02, 2020 at 2:55PM

A project is a one-time work item. For example a carpenter may begin a new project and call it NEW HOUSE. He can then scan workers In/Out for this project, thereby allocating employee time to it. Once the project is marked as complete he can no longer apply workers' time to it.

Adding a project:

To add a project log in to your TIMEDOCK web portal and navigate to Setup > Projects.

Now click New to add a new Project. A screen will display asking for further details such as the Name, Description etc.

Dispatch a project to a device:

If a mobile app user does not have permission to see all jobs in the system, then you can dispatch it to their device manually:

  1. Log into the TimeDock web portal.
  2. Navigate to Jobsheet.
  3. Click the 'dispatch to' button on the right-hand-side of the job.
  4. Follow the on-screen instructions.

Remove a project that was dispatched to a specific device:

For devices configured to have access to specific projects, you can remove access to one or more projects:

  1. Log in to the TimeDock web portal.
  2. Navigate to Setup > Devices.
  3. Click on the device you wish to remove a project from.
  4. At the top, underneath the device heading, click the badge that says "xx dispatched projects".
  5. Within the list of available projects, click to highlight specific rows.
  6. On the left-hand side menu, click Un-dispatch.

Using a project:

Once the project has been dispatched to your device you will be able to scan employees in against that project.

Open the mobile app and tap the shovel icon in the bottom left hand corner of the screen - this will display a list of available projects and tasks dispatched to the device. Select a project to being scanning employees in against it.

When selecting a project you will be given a choice of either transfer in or scan in. Use the transfer in option to assign employees to the project that are already clocked in, and use the scan in option to assign the project to employees who are not yet clocked in.

TimeDock project list TimeDock project action TimeDock project scan in

Manually adding time to a project:

  1. Log into the TimeDock web portal.
  2. Select "Manual in/out".
  3. Submit the time entry form (refer to Adding time).

Printing project cards: (optional)

To print a project card navigate the Setup > Projects screen and tick the checkbox to the left-hand side of the project you wish to print a card for.

Using project cards: (optional)

If you have printed a project card, you can use the barcode scanner in the TimeDock mobile app to scan the QR code on the task card, as long as the project has been dispatched to the device. This will select the project for you to commence scanning employees in against.

Closing a project:

  1. Log into the TimeDock web portal.
  2. Navigate to Jobsheet.
  3. Click 'Close this job' on the project item.

Frequently asked questions about TimeDock projects.

Why are our staff still able to clock into a project I already deleted?

It may be that you deleted the project details from Setup > Projects. To remove the project from all devices, either close/finish the project from the JobSheet screen, or delete the job line from the JobSheet screen.

How do I re-open closed projects or jobs?

From the JobSheet screen, click on the padlock icon on the right-hand side of the project's row in the table. This will re-open the project (or task/job). However if it has been deleted, then it will no longer be visible in the JobSheet list so it can't be re-opened. If you deleted one by mistake, please reach out to support@timedock.com for help.

How do I filter projects on the JobSheet screen?

On the JobSheet screen, you can easily filter projects using the "Find" search box located at the top-right hand side of the screen. Simply type the following commands: