CV TimeLogger- A Product That Tracks The Time Spent By The Team
CV TimeLogger is a very useful innovation of CloudVandana Solutions. CV TimeLogger helps to track the time spent by the team on their tasks and if the tasks are completed or not. It’s an Enterprise-Grade application designed to help the user(Manager, Supervisor, Company Owner) to manage tasks and the time spent by your team/employees on each task. Visit the link to more about Cv TimeLogger https://www.cvapp.store/product/cv-time-logger/ CV Timelogger Installation Steps: We recommend installing the app in the sandbox first and then install in production if everything looks fine. Please enter the login details of your salesforce administrator if you are presented with the login screen. Once you are presented with the installation screen, you must select which users should be granted access to the CV TimeLogger app, including all its components. Most customers should select the middle option “Install for All Users,” ensuring that all users have the proper permissions should they be assigned a license in the next step. Click the Checkbox as shown to Acknowledge your installation. Once you make your selection, click the Install button. Once the installation is complete, click the Done button to return to your Salesforce org. You may see a message stating that the installation is taking a long time to complete. In this case, you will receive an email once the installation finishes. Now CV TimeLogger is Installed in your System. You can verify the same in the installed packages. From Setup, Search Installed Package and Click “Installed Packages” to view. Configuration Steps Manage Licenses By default application license will be assigned to the system administrator who installed the application. You can assign the licenses to the users as per the allowed licenses depending on the subscription. Note: You can contact us at “support@cvapp.store” in case you see any discrepancy From Setup, Search Installed Package and Click “Installed Packages” Click on the Manage Licenses link for CV TimeLogger. On Next Screen, Click on Add Users, or if you need to remove any existing user, then click on Remove Action. Select the users for whom you want to give access to the app from the list of Available Users Click on the Add button. On the Next screen, you will see the list of users who can access this App. Add CV TimeLogger Interface to Lightning Page CV TimeLogger interface can be added to any Lightning record page, the home page, or the app page. From the Home tab or any record detail page, click the gear icon at the top right corner and select Edit Page to open the Lightning App Builder. To Edit any other Page, from setup, enter App Builder in the quick find search box, then click on Lightning App Builder. Enter cvTimeLogger on the search component from the left. Drag and Drop the CVTimeLogger component on your page layout at the desired section. Click Save, and then click Activate. You have a few options for activating a record page. Make the page the org default for the object. Make the page the default object record page for specific Lightning apps. Assign the page to a combination of Lightning apps, record types, and profiles. Assign the page to a form factor, such as a desktop or phone. On the activation screen, click the tab for the chosen option and follow the steps to activate the page. Visit salesforce help to learn more about Lightning Pages. (Video Purpose) Give permission of objects to the profile From Setup, Enter Profiles in the Quick Find box, then select Profiles Enhanced profile user interface—In the Find Setting.. box, enter the object’s name and select it from the list. Click Edit, then scroll to the Object Permissions section. Original profile user interface—Click Edit, then scroll to the Standard Object Permissions, Custom Object Permissions, or External Object Permissions section. Specify the object permissions for CV Exception Records(Check Read and Create Checkbox Only), CV tasks, and CV Time Entries. Click Save. If you are unfamiliar with which access is suitable, visit Object Permission from Salesforce Help and Training. With CV TimeLogger’s easy-to-use Interface, you can view and update hours throughout the entire platform. Create CV Tasks and Assign them to your team. Create CV Task If you are a Manager, Supervisor, or need to assign a CV task to your colleague or yourself. You can use CV TimeLogger Interface to create a CV task easily and quickly. Access CV TimeLogger App by clicking on the app launcher and searching for CV TimeLogger app. Click on CV TimeLogger to open the app. You will see the Time Tracking component on the homepage to log time and create CV tasks. Tap on the icon in the Top Right corner of the interface. Enter “Assigned To” and the Necessary details. Click Save New CV Task will get highlighted on the interface of the assigned user. CV task will be available for all the Dates from the Start to the End Date of the Assigned CV task. Alternatively: You can click on the CV tasks Tab from your CV TimeLogger App. Click on the New button to create a CV task. Enter Assigned To and the necessary details. Click Save. You can use a list view to see all the CV tasks created or Assigned. Visit here from Salesforce help & Training for more information on List views. Log CV Time Entries CV Time Tracking interface quickly shows all your assigned CV tasks for any specific date with a calendar option and manual navigation. It allows you to enter your hours and view logged CV Time Entries. Access the CV TimeLogger App by clicking on the app launcher and searching for the CV TimeLogger app. Click on CVTimeLogger to open the app You will see the Time Tracking component on the homepage to log time and create CV tasks. You can Select the Date using calendar view or use prev. and the next arrow to navigate to the required date. Click on the Assigned CV task to open the
