Snapshots
The Snapshots Module allows employees to quickly record their daily work updates using predefined fields. Admins must perform a one-time setup before employees can start adding records.
1. Pre-Setup Requirements (Admin Panel)
Before using Snapshots, you must configure the PreData.
1.1 Add Clients
Go to Settings
Open the Work dropdown
Click on Clients
Click the Add Client button
A popup box will appear with an input field labeled Name
Enter the Client Name and click Add Client
To close the popup without saving, click Cancel
1.2 Add Work Types
Go to Settings
Open the Work dropdown
Click on Work Types
Click the Add Work Type button
A popup will appear where you can:
Enter the Work Type Name
Optionally select a Department from the dropdown
Click Add Work Type to save
Click Cancel to close the popup without saving
2. Adding Snapshot Records (Admin Panel)
Go to Snapshots
Click on Add Snapshot
Select the Employee Name
Click Add Row
Select:
Client
Work Type
(Optional) Add Notes for this record
To add more entries, click Add Row
You may also add a Work Summary
After completing all entries, click Submit to save the record
Click Cancel to close the modal without saving
3. Snapshots Filters (Admin Panel)
You can filter Snapshot data using:
Search
Start Date
End Date
Employee
Client
Work Type
4. Export Option
Clicking Export will download all currently visible filtered data as an Excel Sheet (.xlsx).
Employee Login – Snapshots
Employees also have the ability to add and view their own Snapshot records.
1. Adding a Snapshot (Employee Panel)
Go to Snapshots
Click Add Snapshot
Click Add Row
Select:
Client
Work Type
(Optional) Add Notes
To create more rows, click Add Record
Optionally add a Work Summary
Once all entries are completed, click Submit to save the Snapshot
2. Filters (Employee Panel)
Employees can filter their data based on:
Search
Start Date
End Date
Employee
Client
Work Type
3. Export Option
Employees can also export their filtered Snapshot data as an Excel Sheet.
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