Document toolboxDocument toolbox

Check In/Out

Check in/out is used to keep track of what a user is doing right now. A user may be checked in on a task or or a company. When a user checks out, an hour registration may be created.

A user can only be checked in at one place at a time; this doesn't include being checked in on the day.

When checking in on a task/company, the user will also be checked in on the day.

Day check in

A user may check in/out on the day, to indicate that he/she has started/ended work. When check in out from the day, the user will also be checked out from any task/company where he/she is checked in.

If the user hasn't checked out from the day by midnight, the user will be checked out from the day automatically. The checkout time will be recorded as either 23:59, or the time of last 'normal' checkout, or a configured time.

Web

The startpage may include a box with nearby tasks/companies that allow check in.

Depending on settings, this may include nearby appointments and nearby production planning.

On the details page for a task/company a small “Checkin” icon appears if the user can check in here.

App

The app start page acts much like the web startpage box displayed nearby tasks/companies.

Day check in done using a button at the bottom of the start page.

Hour registration

When checking out, the user may be asked to register time, or this may be done automatically.

Classes

Check in is handled by the class UserCheckin.

Day check in is handled by the class UserDayCheckin.

Auto checkout

There are several systems to handle an automatic checkout.

One system will perform a checkout, if the user have been checked in more than their configured workday + a small buffer.

Another system ensures that no user can be checked in for more than 24 hours. This is handled by the UserCheckinGuard class

Reports

There are a number of reports that allow you to extract information about user check ins, the most commonly used are probably R6 and G4.

There is also a user defined report for extracting information.

Instant checkin/out

In the Task module, CRM and Support module an icon is displayed on tasks/companies/tickets, to allow instant checkin on that task/company/ticket.

When checked in, the icon disappears and is replaced by a checkout icon in the top right corner.