Work Module

This manual provides a comprehensive description of the "Work" module within the application. The Work module is designed to centralize and streamline key operational aspects of your projects, tasks, contracts, and time management. It is a critical hub for teams to collaborate, track progress, and manage deliverables.

Contracts
Project
Tasks
Timesheet

Contracts

The "Contracts" page serves as your central hub for managing all contract records. It provides filtering, search, and action options.

Top Filters and Search:

Duration / Start Date To End Date: These fields allow you to filter contracts based on their creation date or a specific date range.
Client dropdown (All): This dropdown allows you to filter contracts by a specific client.
Contract Type dropdown (All): This dropdown allows you to filter contracts by their type.
Search bar: Type text into this field to search for contracts by subject, client name, or other details.
Filters button: Clicking this button might reveal more advanced filtering options.

Action Buttons:

Create Contract:
- Purpose: To manually create a new contract record in the system.
- How to Use: Click the green "+ Create Contract" button. This will open the "Add Contract" form.
Contract Template:
- Purpose: To manage templates for contracts (e.g., standard service agreements, NDAs).
- How to Use: Click the "Contract Template" button. This will likely navigate to a page or open a modal for managing templates.
Export:
- Purpose: To export existing contract data from the system into a file (e.g., CSV, Excel).
- How to Use: Click the "Export" button. This will usually trigger a file download.

Contract List Table:

This table displays a summary of your contract records.

#: The serial number of the contract.
Subject: The subject or title of the contract.
Client: The client associated with the contract.
Project: The project linked to the contract (if any).
Amount: The monetary value of the contract.
Start Date: The beginning date of the contract.
End Date: The end date of the contract.
Action: This column provides options for managing individual contract records:
- Edit: Likely an "Edit" button or icon to modify an existing contract's details.
- Delete: A "Delete" button or icon to remove a contract record from the system. This usually prompts for confirmation.
Current Status: "No data available in table" indicates that no contract records have been added yet.

Show X entries: A dropdown to select how many entries are displayed per page (e.g., "Show 100 entries").
Showing X to Y of Z entries: Indicates the current range of entries being displayed out of the total number of entries.
Previous / Next buttons: Used to navigate through multiple pages of contracts if there are more entries than displayed on a single page.

Add Contract Form User Manual

This section explains how to create a new contract in the system. This form appears when you click the "+ Create Contract" button.

Overview of "Add Contract" Form Fields

Fields marked with a red asterisk (*) are mandatory.

Contract Details Section:

1. Contract Number*

Purpose: The unique identification number for the contract. This is typically auto-generated based on your "Contract Settings" (e.g., CONT#001).
Current Setting (Example): CONT#001
How to Fill: This field is usually pre-filled and may not be directly editable.

2. Subject*

Purpose: A brief and descriptive subject or title for the contract (e.g., "Annual Service Agreement", "Software Development Contract").
How to Fill: Type the subject of the contract into this text field.

3. Project

Purpose: To link this contract to a specific project within the application.
How to Select: Click the dropdown menu and select the relevant project.

4. Description

Purpose: The main body or detailed content of the contract. This is where you would outline terms, conditions, scope of work, etc.
Editor Features: Includes a rich text editor with options for formatting text (bold, italic, lists, etc.), inserting links, and potentially images/media.
How to Fill: Type or paste the contract's description here.

5. Start Date*

Purpose: The official start date of the contract.
How to Fill: Click the "Select Date" field to open a date picker and choose the start date.

6. End Date

Purpose: The official end date of the contract. This can be left blank if "Without Due Date" is selected.
How to Fill: Click the "Select Date" field to open a date picker and choose the end date.

7. Without Due Date (Checkbox)

Purpose: If checked, indicates that the contract does not have a fixed end date (e.g., an evergreen contract).
How to Use: Check this box if the contract is ongoing or does not have a specific end date. This will disable the "End Date" field.

8. Contract Type

Purpose: To categorize the contract (e.g., "Service Agreement", "NDA", "Partnership").
How to Select: Click the dropdown and select the contract type. There's an "Add" button, implying you can add new types from here.

9. Contract Value*

Purpose: The total monetary value of the contract. This is a mandatory field.
How to Fill: Enter the numerical value of the contract.

10. Currency

Purpose: The currency in which the contract value is denominated.
Current Setting (Example): RM (RM)
How to Select: Click the dropdown and select the appropriate currency.

Client Details Section:

1. Client*

Purpose: To associate this contract with an existing client. This is a mandatory field.
How to Select: Click the dropdown menu and select the client. There's an "Add" button, implying you can add new clients directly from here.

2. Call

Purpose: The client's direct phone number. This field might pre-populate if the client is selected.
How to Fill: Type the client's phone number if not pre-filled.

3. Office Phone Number

Purpose: The client's office phone number. This field might pre-populate if the client is selected.
How to Fill: Type the client's office phone number if not pre-filled.

4. City

Purpose: The city of the client's address. This field might pre-populate if the client is selected.
How to Fill: Type the city name if not pre-filled.

5. State

Purpose: The state of the client's address. This field might pre-populate if the client is selected.
How to Fill: Type the state name if not pre-filled.

6. Country

Purpose: The country of the client's address. This field might pre-populate if the client is selected.
How to Fill: Type the country name if not pre-filled.

7. Postal code

Purpose: The postal code of the client's address. This field might pre-populate if the client is selected.
How to Fill: Type the postal code if not pre-filled.

8. Alternate Address

Purpose: An alternative address for the client, if applicable.
Example: e.g. 132, My Street, Kingston, New York 12401
How to Fill: Type the alternate address into this multi-line text field.

9. Notes

Purpose: A free-text field for any internal notes or additional information about the contract.
How to Fill: Type your notes into this multi-line text field.

Actions on the "Add Contract" Form

Save: Click the green "Save" button to create the new contract record.
Cancel: Click the "Cancel" button to close the form without saving the new contract.

Project

The "Projects" page serves as your central hub for managing all project records. It provides filtering, search, and action options, along with different display views.

Top Filters and Search:

Duration / Start Date To End Date: These fields allow you to filter projects based on their creation date or a specific date range.
Status dropdown (All): This dropdown allows you to filter projects by their current status (e.g., "In Progress", "Completed", "On Hold").
Progress dropdown (0% - 20%, 21% - ...): This dropdown allows you to filter projects by their completion percentage.
Search bar: Type text into this field to search for projects by code, name, client, or other details.
Filters button: Clicking this button might reveal more advanced filtering options.

Action Buttons:

Add Project:
- Purpose: To manually create a new project in the system.
- How to Use: Click the green "+ Add Project" button. This will open the "Add Project" form (not shown in this image, but typically similar to "Create Order" or "Add Client" with project-specific fields).
Project Template:
- Purpose: To manage templates for projects (e.g., standard project structures for common services).
- How to Use: Click the "Project Template" button. This will likely navigate to a page or open a modal for managing templates.
Import:
- Purpose: To import project data from an external file (e.g., CSV, Excel).
- How to Use: Click the "Import" button. This will likely open a modal or navigate to a page for uploading an import file.
Export:
- Purpose: To export existing project data from the system into a file (e.g., CSV, Excel).
- How to Use: Click the "Export" button. This will usually trigger a file download.

View Options (Right Side of Action Buttons):

List View (Currently Selected): The icon with horizontal lines indicates the current view, which is a table list of projects.
Grid View / Card View: The icon with a grid of squares typically switches to a card-based view, showing projects as individual cards with summary information.
Calendar View: The calendar icon likely switches to a calendar display, showing projects based on their start/end dates.

Project List Table:

This table displays a summary of your project records when in list view.

#: The serial number of the project.
Code: The unique code assigned to the project.
Project Name: The name of the project.
Members: The number of team members assigned to the project.
Start Date: The official start date of the project.
Deadline: The project's deadline or due date.
Client: The client associated with the project.
Status: The current status of the project (e.g., In Progress, Completed).
Action: This column provides options for managing individual project records:
- Edit: Likely an "Edit" button or icon to modify an existing project's details.
- Delete: A "Delete" button or icon to remove a project record from the system. This usually prompts for confirmation.
Current Status: "No data available in table" indicates that no project records have been added yet.

Show X entries: A dropdown to select how many entries are displayed per page (e.g., "Show 100 entries").
Showing X to Y of Z entries: Indicates the current range of entries being displayed out of the total number of entries.
Previous / Next buttons: Used to navigate through multiple pages of projects if there are more entries than displayed on a single page.

Tasks

The "Tasks" page serves as your central hub for managing all task records. It provides filtering, search, and action options, along with different display views.

Top Filters and Search:

Duration / Start Date To End Date: These fields allow you to filter tasks based on their creation date or a specific date range.
Status dropdown (Hides Completed Task): This dropdown allows you to filter tasks by their status. The default "Hides Completed Task" means completed tasks will not be shown unless you change this filter.
Search bar: Type text into this field to search for tasks by code, name, or other details.
Filters button: Clicking this button might reveal more advanced filtering options.

Action Buttons:

Add Task:
- Purpose: To manually create a new task in the system.
- How to Use: Click the green "+ Add Task" button. This will open the "Add Task" form (not shown in this image, but typically similar to "Create Order" or "Add Project" with task-specific fields).
My Tasks:
- Purpose: To quickly filter and view only the tasks that are assigned to you.
- How to Use: Click the "My Tasks" button.
Export:
- Purpose: To export existing task data from the system into a file (e.g., CSV, Excel).
- How to Use: Click the "Export" button. This will usually trigger a file download.

View Options (Right Side of Action Buttons):

List View (Currently Selected): The icon with horizontal lines indicates the current view, which is a table list of tasks.
Grid View / Card View: The icon with a grid of squares typically switches to a card-based view, showing tasks as individual cards with summary information.
Kanban Board View: The icon with columns and cards likely switches to a Kanban board layout, displaying tasks organized by their status columns.
Calendar View: The calendar icon likely switches to a calendar display, showing tasks based on their start/due dates.

Tasks List Table:

This table displays a summary of your task records when in list view.

Checkbox: A checkbox next to each task for multi-selection actions (e.g., bulk update status).
Code: The unique code assigned to the task.
Timer: This column would likely display a timer icon if time tracking is active for the task, or the current logged time.
Task: The name or subject of the task.
Completed On: The date the task was completed (if applicable).
Start Date: The official start date of the task.
Due Date: The deadline or due date for the task.
Estimated Time: The estimated time required to complete the task.
Hours Logged: The total hours logged against this task.
Assigned To: The user(s) or team members to whom the task is assigned.
Status: The current status of the task (e.g., Pending, In Progress, Completed).
Action: This column provides options for managing individual task records:
- Edit: Likely an "Edit" button or icon to modify an existing task's details.
- Delete: A "Delete" button or icon to remove a task record from the system. This usually prompts for confirmation.
Current Status: "No data available in table" indicates that no task records have been added yet.

Show X entries: A dropdown to select how many entries are displayed per page (e.g., "Show 100 entries").
Showing X to Y of Z entries: Indicates the current range of entries being displayed out of the total number of entries.
Previous / Next buttons: Used to navigate through multiple pages of tasks if there are more entries than displayed on a single page.

Timesheet

The "Timesheet" page serves as your central hub for managing all time log records. It provides filtering, search, and action options, along with different display views.

Top Filters and Search:

Duration / Start Date To End Date: These fields allow you to filter time logs based on a specific date range.
Employee dropdown (All): This dropdown allows you to filter time logs by a specific employee.
Search bar: Type text into this field to search for time logs by task, code, or other details.
Filters button: Clicking this button might reveal more advanced filtering options.

Action Buttons:

Log Time:
- Purpose: To manually add a new time log entry.
- How to Use: Click the green "+ Log Time" button. This will likely open a modal or form to enter time log details (e.g., task, start/end time, notes).
Export:
- Purpose: To export existing time log data from the system into a file (e.g., CSV, Excel).
- How to Use: Click the "Export" button. This will usually trigger a file download.

View Options (Right Side of Action Buttons):

List View (Currently Selected): The icon with horizontal lines indicates the current view, which is a table list of time logs.
Grid View / Card View: The icon with a grid of squares typically switches to a card-based view, showing time logs as individual cards with summary information.
Calendar View: The calendar icon likely switches to a calendar display, showing time logs on a daily/weekly/monthly basis.
User/Employee View: The person icon might switch to a view organized by individual employees, showing their time logs.

Timesheet List Table:

This table displays a summary of your time log records when in list view.

#: The serial number of the time log entry.
Code: The code associated with the task or project for which time was logged.
Task: The name of the task for which time was logged.
Employee: The employee who logged the time.
Start Time: The time when the work on the task began.
End Time: The time when the work on the task ended.
Total Hours: The calculated total duration of the time log entry.
Earnings: The earnings associated with this time log entry (if hourly rates are configured).
Action: This column provides options for managing individual time log records:
- Edit: Likely an "Edit" button or icon to modify an existing time log entry.
- Delete: A "Delete" button or icon to remove a time log entry from the system. This usually prompts for confirmation.
Current Status: "No data available in table" indicates that no time log records have been added yet.

Show X entries: A dropdown to select how many entries are displayed per page (e.g., "Show 100 entries").
Showing X to Y of Z entries: Indicates the current range of entries being displayed out of the total number of entries.
Previous / Next buttons: Used to navigate through multiple pages of time logs if there are more entries than displayed on a single page.