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Worker Portal

Worker Portal categorizes and displays all your assigned tasks in a single view for a given week. The portal enables you to record time spent on tasks on a day-to-day basis and submit the time sheet in a single action.

Worker Portal works with the Task table to record the time that you spend on various task types, such as projects, incidents, problems, and change requests. It provides a complete breakdown of the time you enter for the task, task categories, and days in a week. It enables you to:
  • Generate time cards for assigned projects or project tasks.
  • Copy time cards from a previous time sheet.
  • Search and create a time card for a task that is not displayed in the assigned tasks list.
  • Edit, delete, or add notes to a time card.

Worker Portal comprises the following sections:

Header

The Worker Portal header:
  • Displays a date range of the time sheet for the selected week and provides options to navigate to the previous or next week's time sheet.
  • Provides a link to navigate to the time sheet for the current week when a different time sheet is being viewed.
  • Indicates the state of the time sheet being viewed.
  • Indicates the total number of hours that you entered in the time sheet.
  • Provides options that enable you to submit a time sheet, copy time cards from a previous time sheet, and generate time cards for assigned tasks.

Tasks

The Tasks tab displays your assigned tasks as cards. Each card provides information about a task, such as short description, state, last updated date and time, and priority. Tasks are derived from the following filter conditions:
  • All your assigned incidents, problems, or change requests that are active.
  • All your assigned incidents, problems, or change requests that are closed in the selected week.
  • All tasks for which you are hard-allocated during the selected week.
  • All your assigned projects or project tasks that are active during the selected week. Project or project tasks are derived from the following conditions:
    • A project or project task that has started and its actual start date is before the end of the selected week.
    • A project/project task has closed and its actual end date is after the week has begun.
    • When there are no actual dates for a project, planned dates of the project must occur within the selected week.
  • All active stories assigned to you.
  • All active scrum tasks assigned to you or closed in the selected week.
  • All active test plans assigned to you.
  • All active defect and enhancements assigned to you or closed in the selected week.
Note: If the Customer Service Management plugin (com.sn_customerservice) is activated, your assigned tasks that are active and closed in the selected week are also derived from the following tables:
  • Case [sn_customerservice_case]
  • Work Order [wm_order]
  • Work Order Task [wm_task]

On the Tasks tab, you can perform the following operations:

  • Type a keyword in the search field to view only cards with details that match the keyword.
  • Sort cards in ascending or descending order based on priority, irrespective of the task type.
  • View cards based on a category, such as projects, project tasks, incident, problem, change, defect, enhancement, test plans, and scrum tasks.
  • Create time cards for assigned tasks.
    Note: Time sheet policies apply when you create or edit a time card.

Other

The Other tab displays cards used to log time against operational work, such as administration, meeting, and KTLO.
Note: The list of categories in the time card controls the list of cards displayed on the Other tab. If an administrator marks any of the categories as inactive in the time cards, those categories are not displayed on the Other tab.

Time Sheet

  • The Time Sheet section displays the total number of tasks and hours that you have entered for each day in a week. When you click a day in the time sheet, that column for that day is highlighted in both the Time Sheet and Logged Time Cards sections. The first day displayed in the Time Sheet section is based on the value specified in the week starts on field in users Time Sheet Policy. For example, if the week starts on field is set to Friday, the Time Sheet section starts with Friday.
  • Time Sheet breakdown displays a breakdown of user-entered hours in different work categories, such as admin, meeting, follow on tasks, or change requests.

Logged Time Cards

The Logged Time Cards section displays time cards, in rows, for a given week. Each row provides details, such as task number, project time category, short description of the task, logged time, and state of the time card. Each row of the time card contains options that enable you to edit, delete, or add notes to a time card. For more information, see Create time cards and log time through Worker Portal.

When there are no time cards, the Logged Time Cards section displays the Generate Time Cards and Copy from previous time sheet options that you can use to create time cards.