Title: Daily Report Form plug-in

This plug-in is the updated version of JPBO4323 and provides a special customized form and single view for posting a "daily report". An entry posted by this plugin should be an event (a schedule) and be displayed in the Calendar view whereas the daily journal entry doesn't show up in the Calendar view.

In some Japanese companies, it is common to look back what an employee did in the day, write a summary, and submit it to his/her boss. This is called "日報" (daily report or daily journal) and it's a way of sharing information between employees and bosses in the hierarchy. If you are interested in the ways of business in Japanese companies, you may find this blog post interesting.



Install



Click the link below to download com.traction.form.dailyreport-Version.zip file. (Version means a version number.)



Upload the zip file in Server Settings > Plugins page.

After uploading, you will see the I18N error as following. But don't worry. This error means "you need to restart TeamPage server to load the I18N resources (language files)."

I18N Error

Click [Restart TeamPage] in Server Settings > General > Manage Server page. If your TeamPage server is hosted in Traction's cloud environment, you will need to restart your server twice to load the I18N resources correctly.

After restarting, you will see that the plugin's name show up correctly.

Install completed

How to use



Show "Daily Reports" tab



Open Space Settings > Settings > Display and find "Proteus Space Tabs". Move "Daily Reports" into the "Selected"...



...and you will see the "Daily Reports" tab shows up.

Daily Reports Tab

Post a new daily report entry



Click "New Daily Report" in the add-drop-menu in the side column.

New Daily Report Add Menu

You will see the form like this.



When you submit the form, you will see the single entry like this.



Section Table



Open [Daily Reports] > [Section Table] tab and you will see the Daily Report entries displayed in the spreadsheet.

Section Table

Calendar



Open [Daily Reports] > [Section Table] tab and you will see the Daily Report entries displayed in the Calendar.

Calendar

Configurations



Display the configurations view



Click the [Configure] link in the installed plugin box.

Configure

You will see the configuration view.



Details



Achievement Options



You can modify the title and the options in "Achievement Options" setting.



Ranking



If you move "Ranking" to the "Selected" area (the right area), you will see the "Ranking" sub-tab.



In this "Ranking" page, authors of the Daily Report entries in the selected time slice are ordered by the numbers of posts. (This feature was requested by a customer in Japan but I set it to be hidden as default since I'm not sure how this is effective in general work.)

Ranking Example

You can select the color of the bars in "Ranking Bar Color" configuration.



Attachments:
dailyreport_form_example_en.png
dailyreport_single_view_example_en.png
settings_en.png
achievement_options_en.png
show_tab.png
i18n_error2.png
i18n_error_solved2.png
configure2.png
daily_reports_tab.png
addmenu.png
Sales_Section_Table.png
Calendar.png
rank1.png
Sales_Ranking.png
Article: Forum6602 (permalink)
Categories: :Doc:plug-in
Date: March 27, 2016; 9:39:41 PM EDT
Author Name: Takashi Okutsu
Author ID: tokutsu