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 Entry-related functions

Providing access to Entry-related functions

Previous: Providing access to Task-related functions

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

    System Configuration: Providing access to entry related functions

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

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

    Item... Check/Select this item to… Default Value
    (if any)
    Delete Time Entries

    Specify whether the user can delete time entries. You can only select one option here.

    Select…

    		 To...
    None Disallow the user from deleting time entries.
    Self Allow the user to delete only his/her own time entries.
    Group Allow the user to delete time 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 delete time entries of any employee of the organization. (This would be an ideal choice for Managers.)
    		 None
    Delete Expense Entries

    Specify whether the user can delete expense entries. You can only select one option here.

    Select…

    		 To...
    None Disallow the user from deleting expense entries.
    Self Allow the user to delete only his/her own expense entries.
    Group Allow the user to delete expense 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 delete expense entries of any employee of the organization. (This would be an ideal choice for Managers.)
    		 None
    Mass Update Time Entries

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

    Select…

    		 To...
    None Disallow the user from mass updating time entries.
    Self Allow the user to mass update only his/her own time entries.
    Group Allow the user to mass update time 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 time entries of any employee of the organization. (This would be an ideal choice for Managers.)
    		 None
    Mass Update Expense Entries

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

    Select…

    		 To...
    None Disallow the user from mass updating expense entries.
    Self Allow the user to mass update only his/her own expense entries.
    Group Allow the user to mass update expense 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 expense entries of any employee of the organization. (This would be an ideal choice for Managers.)
    		 None
    Require Start/Stop Times Force the user to enter start/stop times for task entries.
    Require Existing Task Allow the user to make an entry only if a task exists for that entry.
    Edit Existing Entries

    Allow the user to make changes to existing entries.

     

    Note: Edit Existing Entries must be checked in order to allow the user to edit entries. The other options (Edit Entries Outside Prev/Cur/Next, Edit Entries in Previous Period, Edit Entries in Current Period, and Edit Entries in Next Period) simply define more specifically what entries the user can edit.

    Users will be able to make changes to entries only if Edit Existing Entries is checked.

    		  
    Edit Entries Outside Prev/Cur/Next

    Allow the user to make changes to entries that do not fall within the Previous, Current and Next reporting period that is assigned to the user.

     

    Note: This option allows the user to make changes to existing entries; the user will not be able to create new entries.

    		  
    Edit Entries in Previous Period

    Allow the user to make changes to entries that fall in the reporting period that is previous to the current reporting period.

     

    Note: This option allows the user to make changes to existing entries; the user will not be able to create new entries.

    		  
    Edit Entries in Current Period

    Allow the user to make changes to entries that fall in the current reporting period.

     

    Note: This option allows the user to only make changes to existing entries; the user will not be able to create new entries.

    		  
    Edit Entries in Next Period

    Allow the user to make changes to entries that fall in the reporting period that comes after the current reporting period.

     

    Note: This option allows the user to only make changes to existing entries; the user will not be able to create new entries.

    		  
    Edit Entries Outside Task Dates Allow the user to make changes to entries that fall outside of a task’s start and end dates specified in the Task dialog box.
    Edit Entries Scope

    Specify whether the user can make changes to the scope of the entries. You can only select one option here.

    Select…

    		 To...
    None Disallow the user from editing the scope of the entries.
    Self Allow the user to edit the scope of only his/her own entries.
    Group Allow the user to edit the scope of the 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 edit the scope of the entries of any employee of the organization. (This would be an ideal choice for Managers.)
    		 None
    Edit Entry Status 1 to Edit Entry Status 15 These are 15 user-defined entry status fields. Specify whether the user can edit these entry status items.
    Edit Approval Status Allow the user to make changes to the approval status.
 

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 Lock-related functions



See also

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