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14 November 2011

How TimeCard Can Report Time For People Who Don’t Even Use TimeCard!

TimeCard Report on behalf of feature TimeCard “Report on behalf of” feature
In an earlier blog post about TimeCard I introduced a new feature that will come with the next version of this kalmstrom.com application for time reporting from within the Outlook calendar. The new TimeCard feature is called “Report on behalf of”, and it allows one person to report the time other people have appointed in their calendars.

No TimeCard installation
The kalmstrom.com team of course wants everyone to use TimeCard, but with the new feature it is actually possible to report time also for people who don’t have TimeCard installed on their computers. It could be for example someone who needs to use a Mac instead of a PC. Let’s call this person Linda.

Shared calendar
In this case a person with TimeCard installed - I will call him Jack - must have access to Linda’s Outlook calendar. This calendar may very well be on Microsoft's cloud based Office 365, if Linda and Jack are not connected in a local network.

Add person to the TimeCard database
For this to work Linda has to be added to the central database used for TimeCard reports. If Linda is not there the first time Jack reports her time, he will be asked if he wants to add her. Adding persons to the database may also be done manually or with a little tool for add/edit/delete users that the kalmstrom.com team has developed and will send to Community Members on request.

Tagging appointments with time reporting data
As Linda has no TimeCard application installed, she cannot tag her appointments with the values that convert them into timesheets. Instead John will to that for her. This is easily managed, since the values for Customer and Project ‒ or whatever John’s and Linda’s company has chosen as metadata visible to the end users ‒ are selected from dropdowns.

Reporting time
Report hours and expenses directly from the Outlook Calendar - use TimeCard! When John has tagged Linda’s calendar appointments with TimeCard values he simply clicks the OK button to report her time. When Linda is added to the database and Jack has entered her calendar, her name comes up as the default name in the User dropdown John can choose from when he reports time. To be sure everything is right he is also asked if he is sure he wants to report time for Linda.

Staying in Outlook
As TimeCard is fully integrated in Outlook John never has to leave it when he reports time. After reporting Linda's hours he may go to a new calendar and repeat the process for another person ‒ or continue working with other tasks in Outlook.