Timesheet Approval Process
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The document outlines the author's experience with SharePoint since 2008 and their work on a homegrown ASP.NET timesheet system used by the City of Langford. It details the integration of timesheet approvals through SharePoint, including historical processes, API options, and development history. Additionally, it touches on challenges related to changing user names and recovering deleted site collections in SharePoint.
Timesheet Approval Process
- 2. About Me • I have been working with sharepoint since 2008 • My blog: http://www.greenroomsolutions.ca/blog/ • Email: kdube@cityoflangford.ca • My spare time:
- 5. Background • City of Langford has a homegrown ASP.NET timesheet system • Allows staff to enter there time on a daily basis. Time entry is recorded on a project by project basis • The times system exports a file which is imported into our Payroll ERP System (Great Plains)
- 6. Background Cont. • System has its own SQL server database
- 7. Background Cont. • Projects assigned to each employee are configurable. • Each user is assigned a supervisor in the system.
- 9. Approval Process • In the “old days” – People would print out there timesheet get their supervisor to sign it and submit it to the payroll department – Purely a paper process
- 10. Integration Functionality • Approval done in SharePoint document library • Submit timesheet to SharePoint using SharePoint API • Document tagged with metadata (submitter, date), dropped in Supervisor Folder (with security) • Ability to comment Timesheet
- 11. Server API vs CSOM (SP2010) • Pros/Cons Server API CSOM Easier to code Limited OM exposed Entire OM exposed More difficult to code Requires sharepoint server on machine running code Can run on any client Wrapper over web services
- 13. Development History • Originally in SP2007 this system used the Server API (no CSOM available). Required timesheet website to run on sharepoint server. • In migration to SP2010 CSOM became available. Switched to this API so timesheet not coupled to sharepoint server
- 14. Pseudocode • Generate report (already existing), byte array • Connect to sharepoint site, list • Query for supervisor folder IF it doesn’t exist then create it first • Upload to supervisor folder • Tag with metadata
- 15. Generate Report • Using .rdlc (visual studio report designer) to generate report
- 16. Connect to the sharepoint site, list
- 17. Connect to the sharepoint site, list
- 18. Query for Supervisor Folder (CSOM)
- 19. Query for supervisor folder cont
- 20. Create Supervisor Folder (CSOM)
- 22. Upload Code
- 23. Tag with metadata (CSOM)
- 24. Tag with metadata (server API)
- 25. Timesheet Library • Approve View (data grid format)
- 26. Supervisor Folders (in approval view)
- 29. Bonus Content • Ever tried to change someones name in sharepoint? • Ever had someone accidentally delete the root site in a site collection?
- 30. Bonus Content – Changing User Names
- 31. Bonus – Recover Deleted Site Collection