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Navigation: Using Responsive Time Logger (topic list) > Working with Descriptors |
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Overview Descriptors help categorize time records for your company. Each time record can be categorized by up to ten descriptor types: Person,
The descriptors help ensure that everyone who records their time puts it into the correct category. Since you pick an existing descriptor from a drop-down list, this helps prevent typos and incorrectly categorized time. NOTE: If you have clicked the "More >>" button on the Stopwatch or Time Record Editor windows and you do not see one of these descriptors, the Terminology for the descriptor has probably changed. See: Global Options Window/Terminology Tab. You can edit these descriptors directly in the Time Record Editor window or the Stopwatch window, or you can choose Records/Edit Record Descriptors to open a window devoted to descriptor editing. In this window, each descriptor type has an assigned combo box (a drop down list box). With these controls, you can choose from a list of available descriptors by clicking on the down arrow at the right of the control.
The three buttons at the right of each descriptor control let you add, edit, or delete the descriptor, respectively. Note that those buttons will not be present if changes to the descriptor database are not allowed (see the important notes below and Global Options Window/General Tab). Click the button with the green plus sign to add a new descriptor. To edit the currently selected descriptor, click the button with the picture of a pencil on it. Clicking the button that displays a red minus sign will delete the currently selected descriptor.
Important Details
IMPORTANT: In a multi-user environment, we suggest that you consider protecting your Descriptors.
When managing descriptors in a multi-user setting, we suggest that you:
When the above settings are in place, you manage the Descriptors here: Records/Edit Record Descriptors and you need to Global Options password to access that window. Note that you do not have to turn on the Global Password.
IMPORTANT: Time Logger Can Automatically Add Unlinked Descriptors! There are two situations where Time Logger will automatically add unlinked descriptors. A) By default, whenever you edit an existing time record in the time record database, Time Logger will add the descriptors in that record to the descriptor database as unlinked descriptors if they are not already present. So, for example, if you were to delete the Client descriptor "XYZ Corp" then edit a time record that contains "XYZ Corp" in the Client field, "XYZ Corp" would be automatically added back into your database of descriptors and re-appear in the list of clients. B) By default, whenever you import time records Time Logger will add the descriptors in that record to the descriptor database as unlinked descriptors if they are not already present. While this is a feature that most users appreciate, it can cause problems if you are closely managing your descriptors in a multi-user environment and/or are using descriptor linking. If you use descriptor linking or you want old descriptors that have been deleted but are still present on existing past time records to remain out of your descriptor lists, turn off automatic descriptor updating by choosing Tools/Global Options/General, and uncheck "Allow Changes to the Descriptor Database…" NOTE: This has the side effect of making it so that descriptors cannot be updated on the Time Record Editor and Stopwatch windows. To edit descriptors, use the option: Records/Edit Record Descriptors. More: |
