What Customization Options Are Available in the Attendance Manager

Background information

Companies have unique preferences and needs to ensure efficient and seamless operations and maximize productivity. To meet these business requirements, go to the Options settings in the Attendance Manager app and tweak the dashboard settings to:

• Show details like the ticket number and time spent on a ticket,
• Allow receiving and sending commands using a mobile device, and
• Change the appearance of the Attendance dashboard. 

Prerequisites for customizing settings 

• Attendance Manager app installed in MSPbots
• Admin permissions to configure the Attendance Manager settings 

What settings can I customize in the Attendance Manager? 

These are the settings for customization and the instructions on how to modify them. 

How to modify the settings:

1. Open the Options settings.

   1. In the MSPbots app, go to Apps and open Attendance on the Apps list. 
      
      
      
      
   2. Click on Settings, then select Options. 
      
      
      
      
2. Configure the settings in the Options window. 

   1. Attendance Status Color 
      

      Modify this setting to customize the color of the attendance statuses displayed in the Attendance dashboard. 
      
      1. On the Basic tab, go to the Attendance Status Color. 
      2. Click the color button corresponding to the attendance status you want to modify. 
      3. Select a color and click OK. 
      4. Repeat for the other statuses as needed. 
         
         
         
         

   2. Show Ticket Number & Time
      

      Enable the Show Ticket & Time switch to show the technician's current ticket number and the total time spent working on it. 
      
      
      
      When the switch is ON, the Attendance status card displays the ticket number assigned to the technician and the time he has spent on the ticket. The card shows the idle time if the technician is not working, and nothing will be displayed if the switch is OFF. 
      
      

   3. User's Current In-Progress Ticket 
      

      This feature provides tenant-level personalized options to accurately and intuitively represent the technician working on a ticket.
      
      

      
      
      You can select the option that best aligns with your company's SOP (Standard Operating Procedures):

      1. 1. If you want a ticket that is in-progress to be displayed on the personal card of the technician currently working on the ticket, select Ticket is in-progress, user is the ticket owner.

         2. If you want a ticket that is in-progress to be displayed on the personal card of the technician who changed the ticket status to "in-progress", you can select Tickets in progress, user is the latest to change the ticket status to "in progress".

            
            
            • For example, Bob changed the status of a ticket to "In-Progress" and assigned it to Ann. And Ann is working on this ticket.
              1. In the first option, the ticket will be displayed on Ann's personal card because she is currently working on it.
                 
              2. In the second option, the ticket will be displayed on Bob's personal card because Bob changed the status of the ticket to "In-Progress".
                 
                 You need to enable the Show Ticket Number & Time switch before configuration. Note that this rule currently applies to ConnectWise and Autotask only.
                 

                  

   4. Text Color 
      

      Modifying this setting changes the text color for the ticket number and time. When the Show Ticket Number & Time switch is enabled, you must adjust the text color for displaying the ticket number and time to ensure that it matches the background color. 
      
      
      
      
      
      

   5. Company Name 
      

      Enable this option to display the company name in the status card details.
      
      
      
       
      

   6. Allow Attendance commands from MS Teams on your mobile app
      

      This option enables MSPbots to recognize and respond to Attendance commands from iOS and Android platforms based on your company's requirements and security policies. The switch is ON by default and recognizes commands from all platforms including Web, Mac, and Windows.
       
      
      
      Commands from iOS and Android are rejected when the switch is OFF. You will receive the following response: 
                   Attendance commands from mobile are not allowed, please send your command from desktop.
      
      Commands from the Web, Mac, and Windows platforms are recognized even when the option is disabled. The available commands for mobile apps are:
                   in (in at), break, lunch, onsite, back, WFH, out (out at), stats, and pto. 
      
      

   7. Customize Ticket URL

      This option allows you to customize the ticket URL. When the Customize Ticket URL switch is turned on, your customized ticket URL will take effect. This link is shared across all Next Ticket apps and Attendance Manager apps. You can customize the ticket URL using the following format, replacing the actual ticket number with the {{TicketNumber}} token:
      • For example, if the original ticket URL is https://manage.mspbotssample.com/v4_6_release/ConnectWise.aspx?locale=en_US&routeTo=ServiceFV&recid=5027470 and you want to customize the ticket URL to https://mtx.link/5027470, you need to enter https://mtx.link/{{TicketNumber}} in the "Customize Ticket URL" field. When you click the ticket number, the link will point to https://mtx.link/5027470.
        
        
        The Customize Ticket URL feature is available in the Attendance Manager and NextTicket Manager apps:
        * If you enable the "Customize Ticket URL" switch in the Attendance Manager or NextTicket Manager, the switch for this feature in the remaining apps will also be ON. If you turn off the switch in any of these apps, the switch for this feature in the remaining apps will also be OFF.
        * The setting for the Customize Ticket URL in any of these apps, will be applied to all the remaining apps.
        * If the Customize Ticket URL switch is turned off, the ticket links will remain as the originally generated links.
        
        

        
        
        

   8. Allow Commands from Mobile APPs

      This switch allows or disallows employees to log attendance on the mobile Microsoft Teams app.
      The available commands are in, out, onsite, pto, break, lunch, and wfh.
      To learn more about the commands for Attendance Manager, refer to What are the chat commands for the Attendance Manager?

      
      
      
      

3. Click Save to keep the configuration.

What is the Approval Flow tab in Options? 

Admin users can set the approvers for user-submitted PTO requests in the Approval tab.