TMS for Mobiletmsserver.ortus.ie/mobile/TMS_for_Mobile_User_Guide.pdf · TMS for Windows Phone 7..... 5 1.2.7. TMS for Outlook ... they need to have either an ASPX licence or a Silverlight

Mitrefinch

TMS for Mobile

User Guide

Mitrefinch TMS for Mobile User Guide

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Contents 1. Introduction .................................................................................................................................... 4

1.1. What is TMS for Mobile? ........................................................................................................ 4

1.2. Minimum requirements .......................................................................................................... 4

1.2.1. Server .............................................................................................................................. 4

1.2.2. TMS for Browsers ............................................................................................................ 4

1.2.3. TMS for Android .............................................................................................................. 4

1.2.4. TMS for Blackberry .......................................................................................................... 5

1.2.5. TMS for iOS ..................................................................................................................... 5

1.2.6. TMS for Windows Phone 7.............................................................................................. 5

1.2.7. TMS for Outlook .............................................................................................................. 5

1.3. Revision History ...................................................................................................................... 5

2. Licensing .......................................................................................................................................... 6

3. Installing TMS for Mobile ................................................................................................................ 7

3.1. TMS for Browsers .................................................................................................................... 7

3.2. TMS for Android ...................................................................................................................... 7

3.3. TMS for Blackberry .................................................................................................................. 7

3.3.1. Web deployment ............................................................................................................ 7

3.3.2. Manual deployment ........................................................................................................ 7

3.3.3. Enterprise deployment ................................................................................................... 8

3.4. TMS for iOS ............................................................................................................................. 9

3.5. TMS for Windows Phone 7 ..................................................................................................... 9

3.6. TMS for Outlook ...................................................................................................................... 9

4. TMS for Mobile Setup ................................................................................................................... 10

4.1. Setup ..................................................................................................................................... 10

4.2. Settings .................................................................................................................................. 11

4.2.1. Server settings ................................................................................................................... 11

4.2.2. Employee settings ............................................................................................................. 11

4.3. Settings .................................................................................................................................. 11

5. TMS for Mobile Usage ................................................................................................................... 13

5.1. Offline features ..................................................................................................................... 13

5.1.1. Dashboard ..................................................................................................................... 13

5.1.2. Clock .............................................................................................................................. 14

5.1.3. Local .............................................................................................................................. 15


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5.1.4. Register ......................................................................................................................... 16

5.1.5. System Info.................................................................................................................... 17

5.1.6. Kiosk Mode .................................................................................................................... 18

5.2. Online features ..................................................................................................................... 19

5.2.1. Sync ............................................................................................................................... 19

5.2.2. Onsite/Absence list ....................................................................................................... 20

5.2.1. Book Absence ................................................................................................................ 20

6. Employee Selection ....................................................................................................................... 21

1.1 What is Employee Selection? ................................................................................................ 21

1.2 Where is Employee Selection? .............................................................................................. 21

1.3 How do I use Employee Selection? ....................................................................................... 21

1.3.1 Select a single employee ............................................................................................... 21

1.3.2 Select many employees ................................................................................................ 22

1.3.3 Select a group................................................................................................................ 23

1.3.4 Creating, modifying and deleting a group .................................................................... 23

7. Tamper Detection ......................................................................................................................... 24

8. Troubleshooting ............................................................................................................................ 26

8.1. Possible Errors ....................................................................................................................... 26

8.2. Known Issues ......................................................................................................................... 27

8.2.1. TMS for Browser ........................................................................................................... 27

8.2.2. TMS for Android ............................................................................................................ 27

8.2.3. TMS for Blackberry ........................................................................................................ 27

8.2.4. TMS for iOS ................................................................................................................... 27

8.2.5. TMS for Windows Phone .............................................................................................. 27

8.2.6. TMS for Outlook ............................................................................................................ 27

Feature comparison .............................................................................................................................. 28


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Introduction This document is a user guide for TMS for Mobile.

What is TMS for Mobile? TMS for Mobile is a satellite TMS application that runs on a wide range of platforms and devices.

Currently the supported platforms are:

TMS for HTML5 Browsers

TMS for Android

TMS for Blackberry

TMS for iOS

In the future the following versions of TMS for Mobile will be available:

TMS for Window Phone 7

TMS for Outlook

Minimum requirements This section covers the minimum requirements needed for the product. This includes the Server

requirements and the requirements of all the platforms supported.

.1.1. Server

TMS for Mobile communicates with the TMS Server, therefore the TMS Server has the following

requirements:

Must have TMS Server Version 6 installed. Minimum version 6.17.0.

Must be public/external for mobile devices to access it.

Must be secured by SSL(https).

Must use anonymous authentication.

.1.2. TMS for Browsers

TMS for Browsers require a browser that supports HTML5 and web databases. The supported

browsers are:

Google Chrome

o Version 15.0

Safari

o Version 5

Opera

o Opera 11

Internet Explorer

o Internet Explorer 6+ with Google Chrome Frame plug-in

o http://code.google.com/chrome/chromeframe/

.1.3. TMS for Android

TMS for Android requires Android 2.2+.

http://code.google.com/chrome/chromeframe/


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.1.4. TMS for Blackberry

TMS for Blackberry requires Blackberry OS 6.0+

.1.5. TMS for iOS

Not currently released

.1.6. TMS for Windows Phone 7

Not currently released

.1.7. TMS for Outlook

Not currently released.

Revision History This section covers the revision history needed for the product.


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Licensing TMS for Mobile can be used for employee self-service. Therefore in order for employees to be able

to use TMS for Mobile, they need to have either an ASPX licence or a Silverlight licence.

To assign an employee with an ASPX or Silverlight licence using the Silverlight interface you must

first be logged in as a Supervisor. After logging in got to Help > About > Employee licences then

allocate either an ASPX or Silverlight licence to employees as required.

TabImage 0: Silverlight Employee licences screen.


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Installing TMS for Mobile The TMS for Mobile applications cover a wide range of devices, each device has its own installation

instructions

TMS for Browsers The TMS for Browers application is an implementation of TMS for Mobile that works in a standalone

browser. It requires no further installation as it is included along with the TMS V6 Web installation.

The page to browse to TMS for Browsers is:

http://<server>/<directory>/mobile/browser/index.html.

TMS for Android The TMS for Android application is an implementation of TMS for Mobile that will run on mobile

phones and tablets that use the Android OS. It can be installed from the Android Market. Visit the

Market and search for ‘Mitrefinch’. Then install the Mitrefinch TMS application

(https://market.android.com/details?id=com.mitrefinch.mobile.android)

TMS for Blackberry The TMS for Blackberry application is an implementation of TMS for Mobile that will run on mobile

phones and tablets that use the Blackberry and QNS OS. It is not currently on the Blackberry App

World, it can found within the TMS V6 Web installation and can be deployed in three ways: Web,

Manual and Enterprise deployment.

.1.1. Web deployment

1. Tell your web server to accept requests for the Blackberry installation files.

a. Go to IIS\Machine name.

b. Add the MIME types listed in the table below:

Platform Extension Mime Type

Blackberry Jad text/vnd.sun.j2me.app-descriptor

Blackberry Cod application/vnd.rim.cod

Table 1: MIME types required for application downloads.

2. On your Blackberry device, open up the web browser

3. Browse to https://<server>/<directory>/mobile/mobile.html

4. Click TMS for Blackberry

5. The application will download and then ask you to confirm the installation

6. Select Run or Browser to Dashboard\TMS for Blackberry

.1.2. Manual deployment

1. Install the BlackBerry Desktop Manager from http://www.blackberry.com

2. Connect the BlackBerry to the computer.

3. Run the Desktop Manager.

4. Click the Application Loader button.

5. Click the Start button under the Add/Remove Applications section.

6. Use the browse button to find the folder where the TMS for BlackBerry application folder is and

select the ALX file.

7. Follow the onscreen prompts to install the software.

https://market.android.com/details?id=com.mitrefinch.mobile.android

http://www.blackberry.com/


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.1.3. Enterprise deployment

Follow the instructions provided by RIM.


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Image 2: iPad Safari Web Application.

TMS for iOS The TMS for iOS is not currently released. In the meantime, use TMS for Browsers via Safari on your

iPod, iPhone or iPad.

It is possible to add the TMS for Browsers URL to the home

screen as a web application. TMS for Browsers then appears

like an app on the home screen. To create this shortcut,

follow the following steps:

Open Safari on your device and enter the TMS for

Browsers URL and click Go.

o Using the format:

https://<server>/<directory>/mobile/browse

r/index.html.

Click on the button to the left-hand side of the URL

bar (see image).

Select Add to Home Screen.

Insert your own description in the text box and click on “Add”.

You can now access TMS for Browsers via the icon on the iPad desktop

TMS for Windows Phone 7 The TMS for Windows Phone 7 is not currently released. In the meantime, use TMS for Browsers.

TMS for Outlook The TMS for Outlook is not currently released. In the meantime, use TMS for Browsers.


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TMS for Mobile Setup The application can be setup for the following scenarios:

Used by a single employee.

Used by a single supervisor to clock many employees.

Used by many employees – in kiosk mode.

Setup This section describes how to setup TMS for Mobile when running it for the first time. This process is

the same for all versions.

Once TMS for Mobile has been installed, start the application or browse to the start page

Accept the EULA.

You are then presented with the Dashboard screen, there are no settings, so the first step is

to select the ‘Settings’ button

Within the Settings screen enter your connection details:

o Server Url: Using the format: https://<server>/<directory>

e.g. https://server/tmsweb

o TMS ID: The ID you log into TMS with, i.e. 370081 or JBLOGGS

o TMS password: The password you log into TMS with, i.e. 1234

o Is supervisor: Set to ‘No’ if your TMS ID is for an employee

Select the ‘Test connection’ button to ensure the entered details are correct

o A ‘Success’ message will be displayed when the application can talk to the TMS

Server

o What happens if it doesn’t?

Select ‘Save’ to save the changes and return back to the Dashboard screen

On the Dashboard screen you should see that the ‘Sync’ button has changed from red to

green. Press the ‘Sync’ button to synchronise TMS for Mobile with the TMS Server.

o This will download employee details, TMS codes and all accessible employees if

logged in as a supervisor.

A ‘ Success’ message will be displayed when the sync is complete

TMS for Mobile is now ready to use.

https://server/tmsweb


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Image 3: Settings Screen – Server Tab

Image 4: Settings Screen – Employee

Image 3: Settings Screen – Server Tab

Settings This section covers all the settings found within TMS for

Mobile. There are two sections within the settings: Server

and Employee

.1.1. Server settings Test connection: This button performs a connection

test with the details entered.

Server URL: The location of the TMS server. Format:

https://<server>/<directory>.

TMS ID: Supervisor or employee ID that you want to

log in to TMS with.

TMS password: Password or PIN for the entered

TMS ID.

Is supervisor: Toggle for login type

o Yes: If the TMS ID represents a supervisor

o No: If the TMS ID represents an employee

Geolocation: Toggle to turn geolocation

o On: To record GPS coordinates for each

clocking

o Off: To record no GPS coordinates for each

clocking

Auto connect: Toggle for connection type

o On: To send clockings to the server as they

are recorded

o Off: To store the clockings on the device to

be manually synced later

.1.2. Employee settings Kiosk mode: Toggle kiosk mode

o On: To allow multiple employees to clock

o Off: Off to allow a single employee or

supervisor to clock

Settings This section covers settings that are configured via the TMS

server, i.e. TMS for Silverlight. These settings are pushed

down to TMS for Mobile when it syncs with the server. This

allows settings to be managed centrally. The preferences

can be access from TMS for Silverlight\System\Maintain

system preferences\TMS for Mobile.

Login field: ID to use for employee login


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o Employee ID - default

o Payroll ID

o Badge ID

Allow keyed absence: Toggle the ability to record a keyed absence with a clock in our out,

i.e. add company business.

o True: Keyed absence lookup is visible.

o False: Keyed absence lookup is hidden.

TAS categories to display: Toggle the TAS categories that will be displayed in TMS for

Mobile.


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TMS for Mobile Usage TMS for Mobile has both offline and online features.

Offline features Offline features can be used when there is no network

connection.

.1.1. Dashboard

The dashboard in the first screen you are presented with

when you start the application or browse to the start page.

The dashboard shows the logged in user and available tasks

(depending on connection status). The connection status can

be deduced by the colour of the “Sync” button in the top

right-hand side of the screen.

Green indicates that there is a network connection

Red indicated there is no network connection

The user can press the logged in user picture to toggle

between employee and supervisor login.

Note: This only works if the supervisor is associated with an

employee via Maintain User Profiles.

Image 5: Dashboard Screen (Offline)


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Image 7: Clock Screen Clock Tab

Image 8: Clock Screen Favourites Tab

.1.2. Clock

The Clock screen gives the option to record a TMS or TAS

clocking. There are three tabs available within the Clock

screen; Clock, TAS and Favourites.

If you are logged in as a Supervisor you must also select the

employee that this TMS or TAS clocking is for.

If there is no network connection when recording a clocking,

the clocking will be stored on the device until the user

manually synchronises at a later date.

If geolocation has been selected within the Settings, then the

users’ current geolocation will be recorded against the

clocking.

.1.2.1. Clock Tab

On the Clock tab you can record a TMS clocking. This clocking

can include a Site code and Keyed code if required.

I.e. Company business can be recorded against a clocking.

.1.2.2. TAS Tab

On the TAS tab you can record a TAS clocking. Limited pairings

are used on the TAS categories if implemented.

.1.2.3. Favourites Tab

On the Favourites (Favs) tab you can record a clocking that has

been set up as a favourite clocking. This allows the user to

quickly clock TAS and other complex clocking combinations,

I.e. Clocking TAS working in Development on Bugs. These

favourite clockings are saved per user.

To add a favourite clocking, configure a TMS or TAS clocking

and click the ‘Add Fav’ button in the top-right corner. You will

then be asked to give the favourite a name before saving this

favourite. If you then visit the favourites tab you can record

this favourite clocking.

Deleting saved favourites can be done by clicking the cog

button on the right-hand side of the favourite clocking and

selecting delete.

Image 6: Dashboard Clock Button


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.1.3. Local

The Local clocking screen displays any clockings that have not

been sent to the server. On the dashboard you can see the

number of local clockings stored on the device.

Within the Local clocking screen, clockings can be deleted and

their geolocation can also be viewed. This can be done by

clicking on the cog on the right-hand side of the clocking and

selecting Delete or Location.

Image 9: Dashboard Local Clockings Button

Image 11: Clocking Location Screen

Image 10: Local Clockings Screen


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Image 13: Register Screen Register Tab

Image 14: Register Screen Settings Tab

.1.4. Register

The Register screen is a feature only available to supervisors

and allows the supervisor to clock multiple employees at

once.

The supervisor can record In, Out and TAS clockings for all

accessible employees. The In, Out and TAS clockings can all

be pre-defined from within the Register Settings Tab (see

bottom image). Here you can define the Site and Keyed

Codes for TMS clockings and also the TAS category values for

TAS clockings.

To submit the clocking for a selection of employees click on

the required employees in the register list before clicking on

the In, Out or Start button.

The “Invert” button allows you to invert the selection of

employees currently selected. This means that on first entry

to the Register screen if you click “Invert” all employees in

the list will be selected.

Image 12: Dashboard Register Button


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.1.5. System Info

The System info screen displays useful information on the

device that you are running TMS for Mobile on. This

information is useful for Mitrefinch Support if you are

having problems with your application. When pressed, the

“Email Info to Mitrefinch Support” button will open up a

new email using your installed email client (e.g. Microsoft

Outlook on a PC).

Image 15: System Info Screen


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Image 16: Kiosk Mode – Employee login

Image 17: Kiosk Mode – Logged in Employee

.1.6. Kiosk Mode

TMS for Mobile also offers a Kiosk mode. This mode can be

turned on within the Employee tab of the Settings screen.

The idea is that a Supervisor would login to TMS for Mobile

and put it into Kiosk Mode. Once in Kiosk mode a Log out

button will appear in the top-left corner of the Dashboard

screen.

You are then presented with the Kiosk Mode – Employee login

screen. Here an Employee can enter in there ID to login to

TMS for Mobile. Only Employees that the Supervisor has

access to will be able to login.

Once logged in the Employee can make TMS or TAS clockings.

The Employee now also has a Log out button in the top-left

corner of the Dashboard screen. Logging out presents the

Employee login screen again, ready for the next Employee to

login and make a clocking.


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Image 18: Dashboard Screen (Online)

Online features Online features only appear when the device can detect a

connection to the TMS server.

.1.7. Sync

The sync feature communicates with the TMS Server. This is

done manually by pressing the ‘Sync’ button in the top-right

corner of the Dashboard screen.

The sync feature performs two main tasks:

1. Downloads the latest employee details and TAS codes

from the TMS server. If you are logged in as a Supervisor

the only employees that are downloaded are the

employees that the Supervisor has access to and only if

they have web clocking enabled on their employee

profile.

2. Sends local clockings to the TMS server.


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.1.8. Onsite/Absence list

The Onsite/Absence list is a Supervisor feature that displays

the work status of employees accessible by the Supervisor.

The Onsite/Absence list offers a filter feature, to narrow down

the list of employees.

Note: Currently the Onsite/Absence list loads the last

employee selection chosen in Silverlight. Using TMS for

Mobile you have no control over the employee selection.

.1.1. Book Absence

The Book Absence is an Employee feature that allows the

employee to book an absence within TMS.

It offers the same options for booking an absence as the other

TMS interfaces, including:

Absence code

Start date

End date

Absence period

Absence duration

Absence shift

Supervisor reason

Employee reason

Image 19: Dashboard Onsite/Absence Button

Image 20: Onsite/Absence List Screen

Image 21: Book Absence Screen


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Employee Selection This section is a user guide for the Employee Selection functionality in TMS for Mobile.

1.1 What is Employee Selection? Employee Selection allows a supervisor to select a group of employees to submit a clock for, i.e.

create many clocks at once rather than one at a time.

1.2 Where is Employee Selection? Employee Selection is used when creating clocks for employees. To view Employee Selection:

Start TMS for Mobile as a supervisor.

Select the In, Out or TAS action for the Dashboard.

Click on the Employee lookup.

Employee Selection is now visible.

Figure 1: Lookup that shows the current Employee Selection.

1.3 How do I use Employee Selection? Within Employee Selection you will have access to the following functionality:

Select a single employee.

Select many employees.

Select a group of employees.

1.3.1 Select a single employee

To select a single employee to clock for:

1. Click on an employee name.


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Figure 2: Select a single employee.

1.3.2 Select many employees

To select many employees to clock for:

1. Click on the icon to the right of each employee to select an employee.

2. Click on the More action in the top right.

3. Click on the Select action.

Figure 3: Select many employees.


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1.3.3 Select a group

To select a group of employees to clock for:

1. Click on the Group tab.

2. Click on a Group name.

Figure 4: Select a group.

1.3.4 Creating, modifying and deleting a group

To create a group of employees:

1. Click on the icon to the right of each employee you want to be a member of the group.


3. Click on the Save group action.

4. Enter a name for the group.

5. Click on the Save action in the top right.

a. If the group already exists it will be overwritten.

To modify a group of employees:


2. Click on the Menu action to the right of the group you want to modify.

3. Click on the Highlight employees action.

a. This will take you back to the Employee tab and select all of the employees that

belong to the group.

4. Click on the icon to the right of each employee to toggle their selection.


6. Click on the Save group action.

7. Click on the Save action in the top right.


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To delete a group (not the employees):


2. Click on the Menu action to the right of the group you want to delete.

3. Click on the Delete action and confirm.

Tamper Detection A TMS for Mobile user may change the date time on their device to try and record a clock with an

invalid date time, i.e. arrived late so they change the device date time to record a clock that shows

they arrived on time.

TMS for Mobile contains a Tamper Detection, which:

Detects when the device date time has changed to an unexpected value.

Does not notify the active user of any detection.

Records details of unexpected changes to a log.

Sends the log to the TMS Server, which then adds it to the database.

Note, the Tamper Detection Unit records potential tampering. A device date time may have

changed for a valid reason.

A report can be run in TMS for Silverlight to show log entries sent from all TMS for Mobile instances.

To run the report:

1. Open TMS for Silverlight as a supervisor.

2. Open the Reports task.

3. Run the TAMPER report.

4. Select the employees and date range to run the report for.

a. Employees will return the Active user when the device date time was changed.

b. Date range will return tamper log entries that were sent to the TMS Server in that

range.

The Tamper report contains the following information:

Active User ID

o The user that was logged into, or was the first to use, TMS for Mobile after the

tamper was detected.

Creation date time

o Date time the TMS Server added the tamper detection to the database.

Message

o Description of what the Tamper Detection Unit found, i.e. ‘date time moved

forward’.

App date time

o Date time TMS for Mobile expected.

App time zone

o Time zone TMS for Mobile expected.


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Device date time

o Tampered date time the device had been changed to.

Device time zone

o Tampered time zone the device had been changed to.

Owner user ID

o ID of the account TMS for Mobile was configured to use, i.e. TMS for Mobile may be

setup as a kiosk, which would make the Owner and Active user IDs different.

Device ID

o Unique ID of the device the tamper was detected on.


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Troubleshooting

Possible Errors The following errors may occur when testing your connection details or synchronising.

Error Reason Solution

Invalid credentials TMS ID, TMS password and Is supervisor combination are invalid.

Try logging into the main T&A.NET application with the same credentials.

TMS for Mobile is linked to the ASPX or Silverlight licence for employees.

Assign either an ASPX or Silverlight licence to the employee (Silverlight\Help\About\Employee licences).

The Server URL is not valid Enter the server URL into the browser URL. This should display the Silverlight Login page.

Not reachable The 3G WIFI switch bug has occurred.

Restart the application.

Authentication is not set to Anonymous.

Configure Authentication via IIS.

Table 2: Known Test Connection errors.


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Known Issues

.1.1. TMS for Browser

Cannot make cross-domain calls

o TMS for Mobile and the TMS server must be installed on the same sub-domain.

o You cannot have http://<server1>/<tms_directory> and http://<server2>/browser.

Firefox is not supported.

Safari – Private Browsing mode does not support local storage and therefore will not support

TMS for Mobile in this mode.

.1.2. TMS for Android

The application crashes on some Android 2.2 devices when typing text into a textbox.

o Solution – Waiting for update to third party frameworks

Some devices have connection issues when switching between 3G and WIFI connections.

o Solution – Restart application

.1.3. TMS for Blackberry

View port can be too large for BlackBerry Curve screen

.1.4. TMS for iOS

Safari – Private Browsing mode does not support local storage and therefore will not

support TMS for Mobile in this mode.

.1.1. TMS for Windows Phone

.1.2. TMS for Outlook

Feature comparison

Platforms TMS for

Mobile PocketTMS

PocketTMS

for iPhone

Legacy

Blackberry Messaging TAS Kiosk PCClock.Net PCTerminal.Net

Outlook

Add-in

Number of platforms

supported 7 2 1 1 11 1 1 1 1

Windows PC

Apple Mac

Linux

HTML5 Browsers

Android

Blackberry

iPhone

Windows Mobile (5.x, 6.x)

Pocket PC (2000, 2002)

Windows Phone 7

Microsoft Outlook


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Clocking TMS for

Mobile PocketTMS

PocketTMS

for iPhone

Legacy


Outlook

Add-in

TMS Clockings

TAS Clockings

View todays clockings

View current TAS

Limited pair support

Employee view support

Clocking Time Entry

Site Code

Keyed Code

Clocking GPS

Offline Mode

Time Zone Support

Grouping

Favourites

Kiosk Mode


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Employee features TMS for

Mobile PocketTMS

PocketTMS

for iPhone

Legacy


Outlook

Add-in

Book absence

View absences

Flexi balance

Supervisor features

Onsite list

Onsite watch

Request list

Register (multiple

employee clockings)

Enrol employee


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External hardware TMS for

Mobile PocketTMS

PocketTMS

for iPhone

Legacy


Outlook

Add-in

RFID

NFC

Fingerprint biometrics

Implemented

Not implemented

Not directly implemented but available

Planned

Not Applicable

Documents

TMS for Mobiletmsserver.ortus.ie/mobile/TMS_for_Mobile_User_Guide.pdf · TMS for Windows Phone 7..... 5 1.2.7. TMS for Outlook ... they need to have either an ASPX licence or a Silverlight