Dynamic Job FIelds

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Overview

TimeMD has the ability to allow for options to be generated dynamically when selecting a job. This can be very useful when sub-jobs for a parent job are the same from job to job. For example, assume you need to track work performed for construction. If you have a variety of job sites, each with the same set of sub-jobs, TimeMD can provide an easy way to set this up.

Assuming you have the following job structure:

Home Construction

Smith Home
Foundation Work
Framing
Electrical
Mechanical
Dry Wall
Painting
Thomas Home
Foundation Work
Framing
Electrical
Mechanical
Dry Wall
Painting

Commercial Construction

Lawyer Office
Foundation Work
Framing
Electrical
Mechanical
Dry Wall
Painting
Dental Office
Foundation Work
Framing
Electrical
Mechanical
Dry Wall
Painting

Setting Up Your Account For Dynamic Job Tracking

Screenshot of configuration fields
Follow these steps in order to activate dynamic job tracking.
  1. Login as a manager.
  2. Proceed to "Preferences -> Time Tracking Settings"
  3. Under "Misc Settings", check the box - "Use dynamic Job field generation on Web Clock" (see screenshot).
  4. Save the form.

Setting Up Jobs

  1. Proceed to "Preferences -> Jobs".
  2. Click "Create New Top Tier Job"
  3. Enter Job Name along with any other required fields. Using the example above, this step would cover the set-up of the job tiers, "Home Construction" and "Commercial Construction".
  4. Save the form.
  5. Repeat for each top tier job. If you wish to set-up a sub-job under a primary job, click the "input sub job" on the line for the job in question.

Setting Up Dynamic Jobs

  1. Screenshot of configuration fields
    Click "Create New Top Tier Job"
  2. After entering the "Job Name", click the box, "Is Form Builder Seed?" (see screenshot) If using the example above, we'd recommend setting the job name as "Job Options".
  3. On the page which lists all your jobs, find the job entered above. Click "input sub job".
  4. Enter the Job name. If using the example above, this would be "Foundation Work".
  5. Save the form.
  6. Repeat for each sub-job.

Associating Dynamic Jobs with Jobs

After both your Jobs and Dynamic Jobs have been created, perform the following steps in order to associate the two.

  1. Click "edit" for the job you wish to associate dynamic jobs too. Using the example above, click the "edit" button for "Lawyer Office".
  2. Screenshot of configuration fields
    Under the form option "Form Builder Seed", select the Dynamic Job entered under the steps, "Setting Up Dynamic Jobs" (see screenshot).
  3. Save the form.
  4. Repeat for each job that requires a dynamic job option.

Setting Up Employees to Track Jobs

  1. Proceed to "Preferences -> Personnel/Employees".
  2. Identify which employees will be tracking time towards jobs and click on their name.
  3. Under the section titled, "Time Tracking Settings", check the following setting:
    1. Require user to select a Job when tracking time.
Screenshot of web clock with dynamic job fields
After completing the above steps, your account will be ready for dynamic job tracking.