Setup¶

1. Open the Assisted setup dialog via a settings button in the main toolbar.

2. Select Set up Work Registration (Base).

3. On the welcome screen, click Next.

4. Fill desired values.

5. Finish the base setup.

Congratulations! Now let's continue with the Work setup wizard.

1. Select Set up Work Registration (Work).

2. On the welcome screen, click next.

3. Choose your preferred options and then click next.

4. Click Work Types.

5. Set up your Work types.

This table defines all work types that employees can register their work into. After seting up the table, press Escape to continue the wizard.

6. Click Next to proceed.

7. Click Employee groups.

8. Set up your Employee groups.

This sets up groups of employees to which employees can be assigned into. After setting up the table, press Escape to continue the wizard.

9. Click Next to proceed.

10. Click Employees card ID.

11. Set up your Employees Card ID.

This table defines ID cards, to which can users be assigned.

After setting all data, click escape to save it and to continue the wizard.

12. Click Next to proceed.

13. Click Rules for Users Setup

14. Set up Rules for Users.

Set up your preferred settings for users. After filling the table, press Escape to get back to the wizard.

15. Click Next to proceed.

16. Finish the wizard.

Congratulations! You completed both wizards. Click Finish to end the wizard.

Work Registration setup¶

Allows you to manually set up or change basic settings.

Work Units of Measure setup¶

Define, what units of measure you want to use. You can set up rounding precision in Work registration manual setup.

Employee groups setup¶

Create employee groups and then assign employees to them. Assigning employees to employee groups is also possible in Employees card ID manual setup. You can customize various permissions and other settings for Employee groups in Rules for users manual setup.

Employees Card ID setup¶

Create new Card IDs and assign your employee to it. Employees will use this ID number to log in.

Rules for Users setup¶

Define permissions and various settings to your Users and Employee groups. Use this setting to manage what they can and can not do.

The sctrictest combination of rules and filters is always applied.

Work Types setup¶

Defines, what types of work can employees register their time into. All Work Types used in Work Registration - Work must have Activity type set to Work.

Work types can be used only if a barcode is defined.

Sources of Barcodes Used List setup¶

Specifies sources of used Barcodes. Used to check the uniqueness of barcodess across the system.

This is set up automatically during installation. Changing this setting is not recommended.

User Setup¶

Links to Standard User setup.

Journal Templates¶

Set up and manage Journal templates. Specify, what templates are used in Work Registration Worksheet, Cancel Workstheet etc.