Contents
 Welcome
    About Office Timesheets
       Features
       Versions
       System Requirements
 Installing Office Timesheets
    Office Timesheets Server Installation
    Installing Office Timesheets with Microsoft SQL Server Express
 Accessing Office Timesheets
    Logging into the Office Timesheets Self-Installed Version
    Logging into the Office Timesheets Hosted Version
    Logging out from Office Timesheets
 The Office Timesheets Application Interface
 Configuring Office Timesheets
    Setting Time Entry Options
    Setting Company Information
    Configuring E-mail Settings
    Setting Auditing Options
       Implementation of Auditing in Office Timesheets
    Changing Regional Settings
       Assigning Regional Options Settings to Other Users
    Setting Up User Accounts
       Understanding User Accounts
       Adding User Accounts
       Viewing or Changing User Account details
       Resetting a User’s Password
       Deleting a User’s Account
    Changing your Password
    Controlling Access with Security Policies
       Understanding Security Policies
       Using Security Policies
       Creating a New Security Policy
          Selecting the Interface Options
          Providing access to Element-related Functions
          Providing access to Task-related Functions
          Providing access to Entry-related functions
          Providing access to Lock-related functions
          Enforcing Time Entry Options
          Enforcing Regional and Language Options
          Saving the Security Policy
       Using Security Policies to allow members from different groups to share data
       Making Changes to a Security Policy
       Deleting a Security Policy
    Configuring Password Options
       Password Options for Office Timesheets Hosted Version
       Password Options for Office Timesheets Self-Installed Version
 Setting Up and Managing Processes
    Understanding Office Timesheets Data and Process Framework
    Defining the Elements to Track Time and Expense Entries
    Defining Custom Fields for the Task Elements
       Custom Field Types
    Defining Task Rate Field Labels
    Customizing Task Status Values
    Customizing Entry Status Values
    Customizing Approval Status Values
    Defining Rate Table Labels
    Holidays and Holiday Groups
       Creating a Holiday Entry
       Viewing or Making Changes to a Holiday Entry
       Deleting a Holiday Entry
       Creating a Holiday Group Entry
       Viewing or Making Changes to a Holiday Group Entry
       Deleting a Holiday Group Entry
    Defining Task Rules and Dependencies
    Understanding Approval Process Workflows
    Managing your Approval Process Workflow
       Adding an Approval Step Entry
          Specifying the Email Notification Settings
          Setting Time Entry Status Fields
          Setting Expense Entry Status Fields
          Saving the Approval Step Entry
       Viewing or Making Changes to an Approval Step Entry
       Deleting an Approval Step Entry
    Managing Reporting Periods
       Adding a Reporting Period
          Specifying Timesheet Rules for the Reporting Period
          Specifying Employee Notification Settings
          Specifying Manager Notification Settings
          Saving the Reporting Period Entry
       Viewing or Making Changes to a Reporting Period Entry
       Deleting a Reporting Period Entry
    Employees and Employee Groups
       Adding an Employee Entry
          Setting the Pay Rates for the Employee
          Assigning the Employee to One or More Groups
          Specifying Dependent Element Items and Groups
          Entering Other Details about the Employee
          Saving the Employee Entry
       Viewing or Making Changes to an Employee Entry
       Deleting an Employee Entry
       Creating an Employee Group Entry
       Viewing or Making Changes to an Employee Group Entry
       Deleting an Employee Group Entry
    Element Items and Element Item Groups
       Adding an Element Item Entry
          Assigning the Element Item to one or more Groups
          Specifying Dependency Element Items and Groups
          Entering Other Details About the Element Item
          Saving the Element Item Entry
       Viewing or Making Changes to an Element Item Entry
       Deleting an Element Item Entry
       Creating an Element Item Group Entry
       Viewing or Making Changes to an Element Item Group Entry
       Deleting an Element Item Group Entry
    Expense Items and Expense Item Groups
       Adding an Expense Item Entry
          Assigning the Expense Item to One or More Groups
          Entering Other Details About the Expense Item
          Saving the Expense Item Entry
       Viewing or Making Changes to an Expense Item Entry
       Deleting an Expense Item Entry
       Creating an Expense Group Entry
       Viewing or Making Changes to an Expense Group Entry
       Deleting an Expense Group Entry
 Managing Timesheets, Expenses and Task Entries
    Viewing your Timesheet
       Timesheet View
       Day View
       Time Clock View
    Viewing your Expense Sheet
    Configuring the Timesheet and Expense Sheet View
    Adding Task Entries
    Viewing or Making Changes to Task Entries
    Copying Tasks between Timesheets
    Adding Time Entries
       Directly Typing Values into a Cell
       Using the Time Entry Dialog Box
       Using the Timer
    Using the Day View
    Using the Time Clock View
    Viewing or Making Changes to Time Entries
    Adding Expense Entries
    Viewing or Making Changes to Expense Entries
    Mass Updating Task, Time, and Expense Entries
       Examples of Using Mass Update
          Example—Marking Expense Entries as Billable
          Example—Marking Time Entries as Overtime
          Example—Rejecting All Submitted Timesheets and Expense Sheets
          Example—Changing the Standard Pay Rate
          Example—Changing the Due Date for a Task
          Example—Marking a Project as Completed
 Appendix
    Using the Date Picker
    Using the Select Element Dialog Box
    Using the List Items Dialog Box
  
Index

Home > Configuring Office Timesheets > Controlling Access with Security Policies > Creating a New Security Policy > Providing access to Task-related Functions

Providing access to Task-related Functions

Previous: Providing access to Element-related functions

  1. Click the Tasks button to view the Tasks panel.

    System Configuration: Providing access to Tasks

    Use this panel to specify the task-related operations that the user is permitted to perform.

    The following table describes the various items in the Tasks panel—

    Item... Check/Select this item to… Default Value
    (if any)
    General Access to Data

    Specify whether the user has general access to task-related data. You can only select one option here.

    Select…

    		 To...
    None Disallow the user from viewing or modifying task-related data.
    Self Allow the user to view or modify only his/her own task-related data.
    Group Allow the user to view or modify the task-related data of anyone in his/her group (or in the groups that have been added to the security policy). (This would be an ideal choice for Group managers or Team leaders.)
    All Allow the user to view or modify the task-related data of any employee of the organization. (This would be an ideal choice for Managers.)
    		 None
    Add Tasks

    Specify whether the user can add tasks. You can only select one option here.

    Select…

    		 To...
    None Disallow the user from adding tasks.
    Self Allow the user to add only his/her own tasks.
    Group Allow the user to add tasks for anyone in his/her group (or in the groups that have been added to the security policy). (This would be an ideal choice for Group managers or Team leaders.)
    All Allow the user to add tasks for any employee of the organization. (This would be an ideal choice for Managers.)
    		 None
    Edit Tasks

    Specify whether the user can make changes to tasks. You can only select one option here.

    Select…

    		 To...
    None Disallow the user from editing tasks.
    Self Allow the user to edit only his/her own tasks.
    Group Allow the user to edit tasks for anyone in his/her group (or in the groups that have been added to the security policy). (This would be an ideal choice for Group managers or Team leaders.)
    All Allow the user to edit tasks for any employee of the organization. (This would be an ideal choice for Managers.)
    		 None
    View/Modify Task Tracking

    Specify whether the user can view or make changes to task rates and hours. You can only select one option here.

    Select…

    		 To...
    None Disallow the user from viewing or modifying task tracking data.
    Self Allow the user to view or modify only his/her own task tracking data.
    Group Allow the user to view or edit task tracking data for anyone in his/her group (or in the groups that have been added to the security policy). (This would be an ideal choice for Group managers or Team leaders.)
    All Allow the user to view or edit task tracking data for any employee of the organization. (This would be an ideal choice for Managers.)
    		 None
    Delete Task Tracking

    Specify whether the user can delete task rates and hours. You can only select one option here.

    Select…

    		 To...
    None Disallow the user from deleting task tracking data.
    Self Allow the user to delete only his/her own task tracking data
    Group Allow the user to delete task tracking data for anyone in his/her group (or in the groups that have been added to the security policy). (This would be an ideal choice for Group managers or Team leaders.)
    All Allow the user to delete task tracking data for any employee of the organization. (This would be an ideal choice for Managers.)
    		 None
    Delete Tasks with Entries

    Specify whether the user can delete tasks that contain entries or notes. You can only select one option here.

    Select…

    		 To...
    None Disallow the user from deleting tasks with entries or notes.
    Self Allow the user to delete only his/her own tasks with entries or notes.
    Group Allow the user to delete tasks with entries or notes of anyone in his/her group (or in the groups that have been added to the security policy). (This would be an ideal choice for Group managers or Team leaders.)
    All Allow the user to delete tasks with entries or notes of any employee of the organization. (This would be an ideal choice for Managers.)
    		 None
    Delete Tasks without Entries

    Specify whether the user can delete tasks that do not contain entries or notes. You can only select one option here.

    Select…

    		 To...
    None Disallow the user from deleting empty tasks.
    Self Allow the user to delete only his/her own empty tasks.
    Group Allow the user to delete empty tasks of anyone in his/her group (or in the groups that have been added to the security policy). (This would be an ideal choice for Group managers or Team leaders.)
    All Allow the user to delete empty tasks of any employee of the organization. (This would be an ideal choice for Managers.)
    		 None
    Copy Tasks

    Specify whether the user can copy tasks from one user’s timesheet to one or more other user’s timesheets. You can only select one option here.

    Select…

    		 To...
    None Disallow the user from copying tasks.
    Self Allow the user to copy only his/her own tasks to other users.
    Group Allow the user to copy tasks between anyone in his/her group (or in the groups that have been added to the security policy). (This would be an ideal choice for Group managers or Team leaders.)
    All Allow the user to copy tasks between any employee of the organization. (This would be an ideal choice for Managers.)
    		 None
    Mass Update Task Data

    Specify whether the user can perform mass updation of task entries. You can only select one option here.

    Select…

    		 To...
    None Disallow the user from mass updating tasks.
    Self Allow the user to mass update only his/her own task entries.
    Group Allow the user to mass update task entries of anyone in his/her group (or in the groups that have been added to the security policy). (This would be an ideal choice for Group managers or Team leaders.)
    All Allow the user to mass update task entries of any employee of the organization. (This would be an ideal choice for Managers.)
    		 None
    Re-generate Tasks

    Specify whether the user can generate tasks from non-task based entries. You can only select one option here.

    Select…

    		 To...
    None Disallow the user from re-generating tasks.
    Self Allow the user to re-generate only his/her own tasks.
    Group Allow the user to re-generate tasks for anyone in his/her group (or in the groups that have been added to the security policy). (This would be an ideal choice for Group managers or Team leaders.)
    All Allow the user to re-generate tasks for any employee of the organization. (This would be an ideal choice for Managers.)
    		 None
    Edit Task Dates

    Specify whether the user can make changes to the task start and end dates. You can only select one option here.

    Select…

    		 To...
    None Disallow the user from editing task dates.
    Self Allow the user to edit only his/her own task dates.
    Group Allow the user to edit task dates for anyone in his/her group (or in the groups that have been added to the security policy). (This would be an ideal choice for Group managers or Team leaders.)
    All Allow the user to edit task dates for any employee of the organization. (This would be an ideal choice for Managers.)
    		 None
    Edit Task Status 1 to Edit Task Status 15 These are 15 user-defined task status fields. Specify whether the user can edit these task status items.
 

Tip: Click the Check All button to check all the check boxes. Similarly, click the Uncheck All button to clear all the check boxes.

  


 

Tip: Sometimes you may need to check most of the items, but keep only a few unchecked. A quick way to do this is to click the Check All button (to check all the items) and then individually uncheck the items you don’t want selected.

  

Next: Providing access to Entry-related functions



See also

Selecting the Interface Options
Providing access to Element-related Functions
Providing access to Entry-related functions
Providing access to Lock-related functions
Enforcing Time Entry Options
Enforcing Regional and Language Options
Saving the Security Policy
   
HelpConsole.com -

Copyright © 2004 - 2007 Extreme Ease Software Inc. All Rights Reserved.