Advantage Mobile Users Guide AQUA

Transcription

1 Advantage Mobile Users Guide AQUA Updated 02/22/2017 Page 1 of 11

2 Advantage Mobile Advantage Mobile allows you to access commonly used Webvantage modules from your mobile device. Modules in the first version include Timesheets, Alerts, Assignments, Schedule, Tasks, and Projects. These modules allow you to access information needed to accomplish daily tasks and keep everyone informed of your status. Information added from the mobile modules is directly entered into the Advantage database, there is no syncing necessary. All standard business rules are in place. Using Advantage Mobile, you can: Enter and edit time and related comments manually or from tasks, alerts, assignments, and templates. Also has the ability to submit timesheets for approval. Access Alerts and Assignments and view Details and Conversations, Add Comments, Re-assign to other staff, and Change the State. Access Tasks and Projects to view Status, Add Time, and Mark Tasks Complete/Not Complete. This guide provides a brief overview of the technology behind Advantage Mobile and a description of the modules and tools available in this version. Technology Advantage Mobile modules utilize the power of the framework that has been developed as part of the Blue and Sapphire versions. The modules are clean and simple and work on most mobile devices. Technology points: Standardized odata Web Services Microsoft Development Tools Bridges Advantage Framework to the Web New Web Interface is Mobile Friendly Based on Pure HTML5/CSS3/JavaScript PhoneGap Supports most mobile platforms. Testing has been done on the following device types: ipad ipad Mini iphone iphone 5 Android Android Tab Windows Phone 8 Advantage Mobile requires v or higher. SQL Server requires version 2008r2 or higher. See the Technical Instructions for details and installation instructions. Advantage Mobile app is available on Google Play and Apple itunes app stores. Updated 02/22/2017 Page 2 of 11

3 Summary From the Summary screen, you have direct access to modules that provide important information you need to complete your daily tasks, as well as a Settings screen where a different language may be selected. Below is an outline of what is available from the Summary screen. Certain settings such your image/icon is established in Webvantage and can be updated there. These modules are also available from the Main Menu. IMAGE: Click on your image to access Settings and make a language selection (defaults to English). TODAY S DATE: Click on today s date from the Summary screen to access your schedule from items that exist on the Webvantage Calendar. This includes appointments from all synced Calendars, and Tasks from the Project Schedule. Click on the Calendar icon to select a day (swipe to change months). Click on the Star icon to select today. Click on Previous or Next to change one day at a time. This module is also available from the Main Menu Desktop - Schedule. From Schedule Cards: o Search the Schedule o Add Time (Clock icon) o Mark Complete (Check Mark icon) Updated 02/22/2017 Page 3 of 11

4 ASSIGNMENTS: Click on Assignments from the Summary screen to access your alert assignments. Click on the Assignment to drill down to details. This module is also available from the Main Menu Desktop - Assignments. Updated 02/22/2017 Page 4 of 11

5 From Assignment Cards: o Search for Assignments o Mark Complete (Check Mark icon) o Change State and/or Assignment (People in Circle icon) Add Comments o View the conversation (comments) (Bubbles icon) Add comments o Add Time (Clock icon) From Assignment Detail: o View details and Edit o Change State and/or Assignment o View or Add recipients o View or Add comments o Mark Complete ALERTS: Click on Alerts from the Summary screen to access your alerts. Click on the Alert to drill down to details. This module is also available from the Main Menu Desktop - Alerts. From Alert Cards: o Search for Alerts o Dismiss (Trash Can icon) o View the conversation (comments) (Bubbles icon) Add comments o Add Time (Clock icon) From Alert Detail: o View details and Edit o View or Add recipients o View or Add comments o Dismiss Updated 02/22/2017 Page 5 of 11

6 TASKS: Click on Tasks to access your tasks. Tasks include the Task Description, Job info, Start/End Dates and Task Status. This module is also available from the Main Menu Project Management - Tasks. From Task Cards: o Search for Tasks o Mark Task Complete (Check Mark icon) o Mark Task Not Complete (Reverse Arrow icon) o Add Time to the Task (Clock icon) Updated 02/22/2017 Page 6 of 11

7 TIMESHEET: Click on The Timesheet card to access your time for today and enter new time. The Timesheet card displays how many hours you ve posted for the day. Time may be edited as long as it has not been processed. The status of Billed, Summarized, or Selected for Billing will display if time is not editable. This module is also available from the Main Menu Employee - Time. From the Time window: o Add time from Jobs. This feature allows you to search for and select a job using multiple search options then add time. Search criteria must be entered before Jobs will display for selection. o Add time from Tasks. This feature starts on your Task List where you can search for a task, enter time and comments, and mark the task complete. o Add time from Projects. This feature starts on your Project List where you can search for a project, and enter time and comments. o Add time from your Templates. This feature starts on your Template (created in Webvantage) where you can add job and non-job time based on what is on your saved template. o Add time manually by clicking on the plus sign. This feature allows you to enter job time and nonjob time without starting on a task, project, alert or template. Select clients, jobs, functions or categories manually. o Enter Non-Job Time. Click on the vertical dots in the upper-right hand corner of the Time Entry (Add) screen and select Add Non Job Time. View Select a specific day to add time to. Otherwise, it defaults to current system date. By Day, By Week, By Month o View current times entered or manually add new time. o Access any day using Previous Day, Calendar, Star (today), or Next Day. o View By Day Displays Task, Job/Comp and Description and Hours. o View by Week or Month Displays Date, Total Hours and Status. Add time manually (click on the Plus Sign) When adding manually, select the client, division, product, job, component and function. Your default task will be inserted automatically. To enter Non-Job Time, click on the vertical dots in the upper-right hand corner of the Time Entry (Add) screen and select Add Non Job Time for a selected category. Cancel Adding New Timesheet Record o To cancel adding the new Timesheet Record, click on the vertical dots in the upper-right hand corner of the Timesheet Record and select Cancel. Delete a Timesheet Record o Timesheet Records can be deleted as long as they have not been billed or submitted for approval. o Click the vertical dots in the upper-right hand corner of the Timesheet Record and select Delete. Updated 02/22/2017 Page 7 of 11

8 Copy existing Timesheet o Select the existing Timesheet record to be copied. Drill down to the Time Entry Details. Click on the vertical dots in the upper-right hand corner of the Timesheet Record and select Copy. Select the Date to copy the record to. o On the New (Copied) Timesheet Record, enter the Hours and any Comments. Submit Timesheet for Approval o Option to submit the timesheet for Supervisor Approval in only available in Week View. The Supervisor Approval request is sent to the Supervisor assigned to the Employee in Employee Maintenance. o Click the SUBMIT button on the individual Timesheet record. o To view Supervisor Approval comments, click the More Information icon on the individual Timesheet record. Updated 02/22/2017 Page 8 of 11

9 Example of a view of today s time: Example of a record that is locked because it has been billed: Example of how to add Non Job Time: Updated 02/22/2017 Page 9 of 11

10 Main Menu Click on the bars in the upper left-hand corner to access the Main Menu. From the main menu, you can access various modules. Most of these can also be accessed from the Summary screen, but not all. HOME: Click on Home to access to the Summary Page. DESKTOP: See the Summary Page documentation above for a description of these modules. o Alerts o Assignments o Schedule EMPLOYEE: See the Summary Page documentation above for a description of this module. o Time PROJECT MANAGEMENT: This is another way to access the My Tasks and My Projects Cards where you can do things like Add Time and Mark Tasks Complete. Updated 02/22/2017 Page 10 of 11

11 ABOUT: Displays the version of Advantage Mobile that you are running. SIGN-IN: This is where you enter your connection settings and can review your settings later. o URL Will be provided by your IT department. o Server Will be provided by your IT department. o Database The database you should access (some agencies have multiple databases). o User ID The User ID you use to access Advantage or Webvantage. o Password o Option to Remember USER ID and Password. o Clear Saved Settings All saved Sign In data will be deleted. Summary Card Legend You ll notice that the Schedule, Tasks, Alerts and Assignments cards include a color bar which indicates a certain status or type. Below is a legend for each area. Schedule (Calendar, which includes appointments and tasks): Task Lime Green Holiday Orange Activity Light Blue Event Dark Purple Event Task Light Purple Alerts and Assignments: Tasks: Highest Priority Dark Red High Priority Orange Normal Priority Light Blue Low Priority Blue Lowest Priority Dark Blue Active Lime Green Projected Light Blue Overdue Red Due Today Orange Updated 02/22/2017 Page 11 of 11