How to Set Up & Edit Time Records on ExakTime Mobile

Users with the appropriate permission on ExakTime Mobile can edit any unsent time records that were made on a mobile device.

Setting Up ExakTime Mobile Security Role

The ability to edit records is granted with the appropriate permission within ExakTime Connect in Security Roles.

  • Go to Manage and click Security Roles.

    How_To_Edit_Time_Records_On_ExakTime_Mobile__360012214373__Manage_-_Security_Roles.png

  • While under ExakTime Mobile, select or create the appropriate security role that needs to be able to edit unsent time records.

    How_To_Edit_Time_Records_On_ExakTime_Mobile__360012214373__Exaktime_Mobile_Security_Roles_EC_Edit.png

  • Under Permissions, enable the option to Edit Time Records.

    How_To_Edit_Time_Records_On_ExakTime_Mobile__360012214373__ExakTime_Mobile_Security_Roles_-_Edit_Time_Records_Circled.png

  • Click Save when finished.

Setting Up ExakTime Mobile

ExakTime Mobile will try to send off records after they are made by default. Once they are sent/synced or tried to be sent/synced, they are considered locked and cannot be edited. If the device attempted to send the record but was unsuccessful, you will still not be able to edit the time record.

To take advantage of this, the option to automatically send records should be disabled and the sync interval should be adjusted. 

Settings for Sending Records

For Specific Devices

If you want only specific devices to not send records automatically, then you will need to adjust the settings for ExakTime Mobile on the device directly. You also can not use the Mobile Settings option within ExakTime Connect.

  • Sign in to ExakTime Mobile with an Administrator level PIN or with the PIN of a user.
  • Press the three lines at the top left.

    How_To_Edit_Time_Records_On_ExakTime_Mobile__360012214373__Main_Menu_-_Menu_Button_Circled.png

  • Press Settings.

    How_To_Edit_Time_Records_On_ExakTime_Mobile__360012214373__Press-Settings.png

  • If using iOS, go to General. If using Android, you will see the list of options immediately.
    Uncheck the option to send records after the employees clocks in/out.

    How_To_Edit_Time_Records_On_ExakTime_Mobile__360012214373__Send_Records_Boxed.png

For All Devices

If all devices should not send the records after they are made, you can use Mobile Settings to standardize the settings for all devices.

  • Go to Manage and click on Mobile Settings.

    How_To_Edit_Time_Records_On_ExakTime_Mobile__360012214373__Manage_-_Mobile_Settings.png

  • Enable Mobile Settings if it has not been enabled.

    How_To_Edit_Time_Records_On_ExakTime_Mobile__360012214373__ON-button.gif

  • Disable "Send Records After They Are Made."

    How_To_Edit_Time_Records_On_ExakTime_Mobile__360012214373__Mobile_Settings_-_Send_Records_After_Clocking_In_and_Out_Edit.png

  • Click Save at the bottom.
  • The next time your employees sync their devices, they will receive these settings.

Adjust Sync Interval

The sync interval controls when ExakTime Mobile sends any unsent data (such as unsent time records and field notes) and receives new data from ExakTime Connect (such as new employees and/or locations).

Depending on your sync interval (manually, daily/24 hours, 4 hours, or 2 hours), ExakTime Mobile will check if it has exceeded its sync threshold. If ExakTime Mobile has passed its sync threshold, it will sync its data and lock the unsent records to prevent any edits.

As any manual syncs are also considered for the sync interval, having a set sync interval can result in the device syncing before the user can edit the records. Depending on needs, it can be best to have the sync interval set to manual so your employees have an opportunity to make any time record edits before syncing manually.

For example:

  • Your company has a 24-hour sync interval.
  • Your employee last synced their device manually at 4 PM the previous day.
  • Your employee opens ExakTime Mobile today to edit their records at 4:30 PM. As ExakTime Mobile has exceeded the 24-hour sync interval, it syncs immediately upon opening ExakTime Mobile.
  • The records the employee wanted to edit are sent and locked.

For Specific Devices

  • Sign in to ExakTime Mobile with an Administrator level PIN or with the PIN of a user.
  • Press the three lines at the top left.

    How_To_Edit_Time_Records_On_ExakTime_Mobile__360012214373__Main_Menu_-_Menu_Button_Circled.png

  • Press Settings.

    How_To_Edit_Time_Records_On_ExakTime_Mobile__360012214373__Press-Settings.png

  • If using iOS, go to General. If using Android, you will see the list of options immediately.
    Adjust the sync interval to the desired setting.

    EM_iOS_-_Settings_-_Sync_-_00.png

For All Devices

  • Go to Manage and click on Mobile Settings.

    How_To_Edit_Time_Records_On_ExakTime_Mobile__360012214373__Manage_-_Mobile_Settings.png

  • Enable Mobile Settings if it has not been enabled.

    How_To_Edit_Time_Records_On_ExakTime_Mobile__360012214373__ON-button.gif

  • Adjust the sync frequency.

    Mobile_Settings_-_Sync_Frequency_-_00.png

  • Click Save at the bottom.
  • The next time your employees sync their devices, they will receive these settings.

How The User Edits Time Records

After the employee(s) have clocked in, the user with the ability to edit time records can go to the History tab.

For iOS

  • Navigate to the History section of ExakTime Mobile.

    EM_iOS_-_Edit_Record_-_00.png

  • Locate the unsent record that needs to be edited and press the record. Unsent records will not have the words "Sent" on the left-hand side icon.

    EM_iOS_-_Edit_Record_-_01.png

  • Click Edit in the top-right.

    EM_iOS_-_Edit_Record_-_02.png

  • Adjust the available fields for the time record. When finished, press Done.

    EM_iOS_-_Edit_Record_-_03.png

For Android

  • Navigate to the History section of ExakTime Mobile.

    EM_iOS_-_Edit_Record_-_00.png

  • Locate the unsent record that needs to be edited and press the record. Unsent records will not have the words "Sent" on the left-hand side icon.

    EM_iOS_-_Edit_Record_-_01.png

  • Click the three-vertical dots in the top right and click Edit in the menu.

    EM_iOS_-_Edit_Record_-_02.png

  • Adjust the available fields for the time record. When finished, press Save.

    EM_iOS_-_Edit_Record_-_03.png

Was this article helpful?
0 out of 0 found this helpful