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Added new permissions

  • Edit timesheets/generate missing times. TK-98 Gives controlled access to authorized staff to make edits to timesheets.
  • Import external plugins. TK-96 Gives controlled access to authorized staff to import external plugins.
  • Create/delete timesheets. TK-98 Gives controlled access to authorized staff to create or delete timesheets.
  • Approve timesheets.TK-97 Gives controlled access to authorized staff to approve timesheets at the various levels (lower level/detail record, higher level/header record).

Step 1: From the Administration and Maintenance tab, select Permissions.


Step 2: At the bottom of the window, place a checkmark for each permission allowed for a user's role.

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External Plugins

Download and Import Custom Plugin

Step 1: Login to the Customer Portal with your username and password.


Step 2: Locate and click on the Newton folder. Next, click on the Plugins folder. Then, click on the correct plugin to download the file to your local or network drive.


Step 3: From the Administration and Maintenance tab, click on Advanced Setup. Then, select External Plugins.

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Step 4: Click the Add button.

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Step 5: Locate the plugin file from your local or network drive. Then, click Open.

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Step 6: Click OK to install the plugin.

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Step 7: You should now see the custom plugin in the list. Click Close.

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Step 8: In order to load the plugin, you must restart TimeKeeper. Click OK.

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Step 9: Click the red X to close the program or click the TimeKeeper icon in the top, left corner of the window and select Close TimeKeeper.

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Step 10: Login to TimeKeeper.

Note

You may click on Administration and MaintenanceAdvanced Setup External Plugins to ensure the plugin has been loaded.

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Install Custom Tables

Step 1: From the Administration and Maintenance tab, click Advanced Setup. Then, select Custom Tables.

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Step 2: Click the Add button.

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Step 3: Select the correct custom table to install. Then, click Ok.

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Step 4: MCS must approve the installation. Click Submit Request. Then, contact Support by creating a case in the Customer Portal, emailing Support, or contacting your MCS representative.

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Step 5: Once MCS has released your installation request, you must restart the program as indicated in Download and Import Custom Plugin - Step 9.


Step 6: Login to TimeKeeper.


Establish System Settings for Time Sheet Approval

Step 1: From the Administration and Maintenance tab, select System Settings.


Step 2: Click on the Time Sheets tab. Then, use the drop-down menu of the Time Sheet Approval option and select the correct custom table.

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Step 3: Click the gear Image Added icon to establish plugin settings.

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Time Sheet Approval - Lower level and higher level

 

 

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