Exaktime Mobile Test Drive - CacheFlyexaktime.cachefly.net/.../EM_iPhone_Field_User_Test_Drive.pdfPage 1 Exaktime Mobile Test Drive This Guide will take you through the setup and usage

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Exaktime Mobile Test Drive

This Guide will take you through the setup and usage of Exaktime Mobile for iPhone. Exaktime Mobile enables you to clock in and out directly on your iPhone, iPad or iPod Touch.

Before starting, your office will have also needed to set up a Cloud Service username (email

address) and password, and provided you with this information. Cloud Service enables you

to send records from your iPhone to your office.

In addition, your office will have needed to set up a PIN number to enable you to log into

Exaktime Mobile, and provided that number to you.

Do you have what you need?

OK then! Turn to the next page to go set up your iPhone…

Exaktime Mobile/GPS for iPhone Test Drive

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Configure Devices

If not already configured at your office, it’s time to install the Exaktime Mobile software onto your iPhone.

Note that your device must have an Internet data plan or access to WiFi in order to be used with the ExakTime System. When using an Internet connection from a cellular provider, because you may be charged for data usage by your provider, an unlimited

data plan is recommended when using Exaktime Mobile.

Note that your device must have an Internet data plan or access to WiFi in order to be used with the ExakTime System. In the case of iPhones, because you may be charged for data usage by your cellular provider, an unlimited data plan is recommended.

1. Go to the App Store and search for Exaktime Mobile for iPhone OS.

2. Install the Exaktime Mobile for iPhone OS application.

3. Return to the Home screen and select the Exaktime icon to run the application.

4. You may see a warning not to use the device while driving as well as a Data Services Warning informing you that you may be charged for data usage by your provider and that an unlimited data plan is recommended. To continue, you must tap Accept.

5. Enter the Cloud Service email address and password for the owner of this device. If you have not yet set up a Cloud Service account for this user, in TimeSummit, go to the Cloud Service menu and choose User Account Administration.

6. Under Nickname, enter a name that you can use to identify this employee or this device. The Nickname will appear in records sent to TimeSummit, so that you will know who sent these records to the office.

7. Tap Done.

Now it’s time to take your test drive!

Begin on the next page.


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Send Records to the Office

Set GPS Coordinates for Jobsites

View the History of Clock Ins and Outs

See Who's Clocked In

Set a default Jobsite

Clock In and Out for Others

Create a Jobsite Group

Create a Crew

Clock Yourself In and Out

Exaktime Mobile Test Drive

Let’s take Exaktime Mobile for a test drive to get comfortable using it and make sure everything is working the way you want.

In this guide you will:

Do you have Exaktime Mobile PIN number that the office set up for you?

OK then! Let’s go for a test drive…


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Clock Yourself In and Out

1. Run Exaktime Mobile by tapping on

2. You should now see a screen that looks like the one

at right. Enter your PIN. Then tap

3. Click and select a jobsite and a cost code.

4. Wait a minute, and then click

Great!

You’ve successfully clocked yourself in and out of Exaktime Mobile.


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Create a Crew

A crew is a list of employees that a Supervisor or Foreman can use to clock several workers in and out at one time. In many situations, creating an Exaktime Mobile crew can save you time and effort when clocking in.

This feature may or may not be available to you. Whether you have rights to use this feature is

determined by your office.

1. In Exaktime Mobile, tap the Manage icon at the bottom right. On the screen that appears, tap Crews.

2. Tap Edit and then tap Create a new crew.

3. Enter a crew name and then tap Next.

4. Tap on each employee that you want to add to the crew.

Notice the checkmark next to each employee name you tapped. It tells you that this employee has been added to the crew.

5. Tap Save.


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Create a Group

A group is a list that helps you more quickly locate specific jobsites or cost codes. For example, if you have hundreds of jobsites, finding one in Exaktime Mobile might take some time. If you group your jobsites alphabetically (A-Z), you can find what you want faster.

Groups also let you organize jobsites into categories, such as a daily route. For example, if you always do certain jobs on the same day of the week, you can create a group of jobsites for each day: Monday, Tuesday, and so forth.



Adding a Jobsite or Cost Code Group

The procedures to set up cost code groups and jobsite groups are exactly the same. Let’s add a group that contains a list of jobsites:

1. Tap the Manage icon at the bottom right. On the screen that appears, tap Jobsite Groups.

2. Tap Edit and then tap Create a new group.

3. Enter a group name and then tap Next.

4. Tap on each jobsite that you want to add to the group.

A checkmark means that it’s been added to the group.

5. Tap Save.


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Clock In and Out for Others

Exaktime Mobile lets Supervisors and Foremen clock in or out on behalf of employees and crews.

This feature can reduce the amount of time workers spend clocking in and out. It can be especially convenient for crews – the entire crew can be clocked in and out at the same time.

Also, some employers prefer to have the foreman clock workers in and out rather than having workers clock themselves in and out individually.



1. In Exaktime Mobile, tap the Clock In For icon at the bottom of the screen.

2. Tap Choose an employee or crew.

3. Tap the crew name that you created earlier. Then tap This Crew to select the entire crew.

Alternatively, you could tap All Employees to choose a single employee from a list.

4. Tap Choose a jobsite and then tap All Jobsites. Choose a Jobsite from the list.

5. Tap Choose an Activity and select a Cost Code.

6. Tap to clock in.

7. Wait a few minutes and then tap to clock out your crew.


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Set Jobsite and Cost Code Defaults

Exaktime Mobile lets you set up a default jobsite or cost code. If you go to the same jobsite every day, or are always doing the same activity, you can set up a default jobsite or cost code that’s selected automatically when you clock in.



Setting a Default Jobsite

If you and your crew exclusively report to the same jobsite, you can save them time by setting up a default jobsite. That way, you only have to select a cost code (rather than a jobsite and cost code) each time you clock in.

1. Tap the Manage icon at the bottom right. On the screen that appears, tap Defaults.

2. Tap Automatically be clocked into a jobsite.

3. Tap on a jobsite to select it from the list.

Notice that the jobsite you selected appears on the screen.


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See Who’s Here Now

Exaktime Mobile lets you view all employees currently clocked into a particular jobsite. Note that only employees that clocked in on this handheld are shown.



1. Tap the Home icon at the bottom of the screen.

2. Tap View.


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View History

Exaktime Mobile lets you view and manage all the time records that have been recorded.

In Exaktime Mobile for iPhone, you can see all records that have not been sent to the office, as well as all sent records entered within the last two weeks.



Tap the History icon at the bottom of the screen.


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Set Jobsite GPS Coordinates in the Field

Exaktime Mobile lets you set the GPS coordinates for a jobsite location while in the field using the GPS positioning software on your iPhone handheld.



Assuming that you are a Jobsite or your shop right now, let’s get the GPS Latitude and Longitude coordinates for your current location.

DO NOT perform these steps if you are NOT at a real jobsite or at your shop.

1. First, verify that you have a GPS signal. If you do, a green crosshair icon appears near the bottom left of the screen. If it has a red X through it, then take your iPhone outside to get a fix.

2. Tap the Manage icon

3. Tap Jobsites. Then select a jobsite from the list (preferably your office/shop) and tap on it.

4. Tap Set Location and then tap Yes to confirm.

5. Return to the Clock Me In screen and tap Sync to send your update to TimeSummit.


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Sending Records from the Field

Exaktime Mobile sends records to the office wirelessly. To do so:

1. Tap the Clock Me In icon at the bottom of the screen.

2. Tap Sync.

Congratulations!

You’ve finished the Exaktime Mobile Test Drive…but there’s still more that Exaktime Mobile

can do! For more detailed information on how to use the other features of Exaktime

Mobile, tap the information icon and choose Help.

Documents

Exaktime Mobile Test Drive - CacheFlyexaktime.cachefly.net/.../EM_iPhone_Field_User_Test_Drive.pdfPage 1 Exaktime Mobile Test Drive This Guide will take you through the setup and usage