Service Optimization Butler – Clock In/Out Reminder Product ClickApp by ClickSoftware For use with ClickMobile Touch ClickSoftware Confidential Legal Notice The software with this guide is furnished under a license agreement and may be used only according to the terms of that agreement. Copyright Copyright © ClickSoftware Technologies Ltd. All rights reserved. No part of this publication may be copied without the express written permission of ClickSoftware Technologies Ltd.. Patent and Trademark US Patent Number 6,985,872 B2 ClickAnalyze, ClickFix, ClickForecast, ClickMobile, ClickPlan, ClickRoster, ClickSchedule, and ClickSoftware are registered trademarks of ClickSoftware Technologies Ltd. Contact Information Contact information is available from the ClickSoftware web site: http://www.clicksoftware.com. For general information, email to [email protected]. For ClickSoftware Worldwide Support, email to [email protected] or see the support page on the ClickSoftware web site. For Partner Enablement, email to [email protected]. Publication Notice This guide has been carefully compiled. The information in this guide does not constitute a warranty of performance. Furthermore, ClickSoftware reserves the right to revise this publication and make changes from time to time in the content thereof, without obligation to notify any person of such revisions or changes. ClickSoftware assumes no liability for losses incurred as a result of out-of-date or incorrect information in this guide. Version Clock In/Out Reminder Date: July 29, 2017 Butler – Clock In/Out Reminder 3 Contents CONTENTS ................................................ 3 BUTLER – CLOCK IN/OUT REMINDER .............. 4 Use ............................................................................................................. 4 Property Changed Butler Event ............................................................ 5 Timer Butler Event ................................................................................ 6 Clock In/Out Reminder ......................................................................... 6 Prerequisites .............................................................................................. 8 Installation .................................................................................................. 8 Configuration .............................................................................................. 8 Property Change Event ........................................................................ 8 Timer Event........................................................................................... 9 Clock In/Out Reminder ....................................................................... 10 Comments ................................................................................................ 12 4 Butler – Clock In/Out Reminder Butler – Clock In/Out Reminder This app is used to remind an engineer to clock-in or clock-out if he forgot to do so. Use The app analyzes the engineer task status updates, or the current time, according to the following cases: Alert an engineer to clock in if he has not yet done so in any of the following situations: - If the first task's status is changed to any of the active statuses (for example. On-Site). - If the current time is beyond the start time of first task. Alert an engineer to clock out if he has not yet done so in any of the following situations: Butler – Clock In/Out Reminder 5 - If last task's status is any of the closed statuses (for example. Completed), and a pre-configured time interval has passed. - If the current time is beyond the finish time of the last task, and a preconfigured time interval has passed. The application works with two different butler events. Property Changed Event is used when the engineer needs to be reminded to clock-in or clock-out after a task status changes. Timer Event is used to initiate a recurrent sequence that notifies the engineer to clock-in or clock-out, based on his task schedule. In these scenarios, the timer event will check whether the engineer has clocked-in or clocked-out every 30 minutes, and a property event will trigger a reminder if the task status is change to Completed. Note: The following instructions illustrate a possible usage scenario. The system implementer can configure the app in many ways. For more information about the options, see the Configuration section. Property Changed Butler Event In order to trigger the Clock In/Out Butler, the event is configured with the following parameters: 1. Choose Task from Object drop-down 2. Choose Status from Property drop-down 3. Choose Completed from Expected Value drop-down 4. Choose Form Saved from Trigger drop-down Setting this configuration means that whenever an engineer changes a task status to Completed and saves the form, the event triggers an action. 6 Butler – Clock In/Out Reminder Timer Butler Event In order to trigger the Clock In/Out Reminder Butler, the Timer event should be configured with the following parameters settings: Timer Type - Recurring Time Setting - Hours: 0 Time Setting - Minutes : 30 Clock In/Out Reminder Configure the following parameters: Active Tasks Selected tasks statuses are considered as Active Tasks, such as On-Site. Butler – Clock In/Out Reminder Closed Tasks Selected tasks statuses are considered as Closed Tasks, such as Completed. Pre-defined Interval The time interval after the last task finishes until a reminder to clock out is issued. Clock In Notification Message The clock-in reminder message, such as Please do not forget to clock in Clock Out Notification Message The clock-out reminder message, such as Please do not forget to clock out 7 8 Butler – Clock In/Out Reminder Prerequisites This app runs on the ClickMobile Touch client. The app is currently certified for use in ClickMobile 8.1.7, with Patch 3 or higher installed. For potentially updated information about certification in other ClickMobile versions and clients, contact ClickSoftware. You should installed and configured the following components before running the app: Mobile Butlers Manager Property Changed Event Timer Event 1. On each computer where you run the Mobility Studio, copy the following files to the Service Optimization\Bin directory: CAF.Butler.Event.PropertyChanged.Admin.dll CAF.Butler.Event.Timer.Admin.dll CAF.Butler.Action.ClockInOutReminder.Admin.dll On each computer where you run the ClickMobile Touch site, copy the following files to Service Optimization\Web\ClickMobileWeb\CustomScripts directory: CAF.Butler.Event.PropertyChanged.min.js CAF.Butler.Timer.Event.min.js CAF.Butler.Action.ClockInOutReminder.min.js Installation 2. Configuration The following are Butler configuration instructions. Property Change Event Service Optimization Administration 1. Open the list of dictionaries 2. Open MobileButlerEvent items Butler – Clock In/Out Reminder 9 3. Create a new item and enter the following values in the properties: Name PropertyChanged ClassType CAFP.Butler.Event.PropertyChanged AdminId CAF.Butler.Event.PropertyChanged.Admin.dll AdminClassType CAF.Butler.Event.PropertyChanged.Admin Property Changed Event Settings Object - Contains a complete list of available business objects. Property - After selecting an object, this drop-down list is filled with all the object's properties. Expected Value - After selecting a specific property, this field enables the user to enter the value to be monitored. The type of field (textbox, drop-down etc.) can change, based on the property type. Trigger - For each monitored property a triggering mode can be set to: Form Saved - The action triggered when the user saves the form Property Changed - The action is immediately triggered after the user changes the value, before the form is saved. Timer Event Service Optimization Administration 1. Open the list of dictionaries. 2. Open the MobileButlerEvent items 3. Create a new item and enter the following values in the properties: Name Timer ClassType 10 Butler – Clock In/Out Reminder CAFP.Butler.Event.Timer AdminId CAF.Butler.Event.Timer.Admin.dll AdminClassType CAF.Butler.Event.Timer.Admin Timer Event Settings A timer event initiates an action based on its schedule. Timer Type Recurring - will execute the action every X hours or minutes Daily Recurring – will execute the action every day at a specified time. Hours Number of hours Minutes Number of minutes Clock In/Out Reminder Service Optimization Administration 1. Open the list of dictionaries 2. Add a new item named ClockInOutReminder to the ButlerType dictionary. 3. Add a new item to the MobileButlerAction dictionary, and configure it’s properties as following: Name ClockInOutReminder ClassType CAFP.Butler.Action.ClockInOutReminder.Main AdminId CAF.Butler.Action.ClockInOutReminder.Admin.dll AdminClassType CAF.Butler.Action.ClockInOutReminder.Admin Butler – Clock In/Out Reminder ButlerType Select the key of the ClockInOutReminder type as it appears in the ButlerType Dictionary. Mobility Studio 1. Inside the Form Editor of the ButlerNotification Business View, add a new ClockInOutReminder tab. 2. Add a new Custom Panel and configure its CustomPanelDef Class Path as follows: DLL Name: CAF.Butler.Action.ClockInOutReminder.min.js Class Path: CAFP.Butler.Action.ClockInOutReminder.Panel 3. Click on a blank space on the main view. From Properties choose TemplateDef. Choose Show only for the following radio button, and then check the ClockInOutReminder check box. 11 12 Butler – Clock In/Out Reminder 4. Apply the changes. Comments The ClickMobile appearance is configurable. The layout might differ on your device.
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