System Status

The System Status page provides you with the state of various processes in CLEARVIEW. These processes are grouped under three primary heads:

System Status - Check the daily completion status of the end of day and issues for each store.
System Alerts - Check what alerts have been raised regarding your labour and inventory.
TimeShark Status Console* (for organizations that use TimeShark) - The TimeShark Status Console is broken down to the following tabs:
- Punch Status - View incomplete time cards (time cards that have clocked-in but not clocked-out, clocked-out for a break but not clocked back in, or not been approved*).
- Messages - View system generated messages regarding time off requests and send messages to individual employees that are on your TimeShark roster.
- News - Send out news posts to all employees through TimeShark,
- Pending Leave Request - Approve and reject leave requests, and
- Schedule Changes - View schedules that have been created or modified, but haven't been published to your employees.

System Status

The System Status tab displays the status of the end of day process for the Area*, Store and Date selected and indicates if there are any issues.

The following information is displayed on the page:

Store: The store number and name of the store.
Date: The date for which the status is indicated.
Status: The status of the end of day process and issues (if any).

The first line in a status tells you the status of the end of day process while the remaining lines indicate possible issues with the data received from your POS system.
- No Information Available indicates that the end of day markers were not received from your POS.
- Information Complete indicates that the end of day markers were received from your POS and the reconciliation of cash for the day was completed.
- Bank Deposit information has not been entered indicates that the end of day markers were received from your POS but the reconciliation of cash for the day has not been completed. Visit the Banking Information page to reconcile the accounts for the day.
- Import Details indicates there were discrepancies in the data received from your POS. Click on the Import Details link to view the issues identified by CLEARVIEW.
- Manual Adjustments have been made indicates that the sales data received from the POS was manually edited through Daily Entry > Exception Correction > Missing Financials.
- Manually Entered indicates that the sales data was not received from the POS and was (or needs to be) manually entered through Daily Entry > Exception Correction > Missing Financials.

TO VIEW THE SYSTEM STATUS REPORT FOR STORES:

Open the System Status page.
Using the filters at the top of the page:
1. Select the Area* and Store for which you want to view the system status report from the drop-down list(s).
2. Select the Period for which you want to view the report from the drop-down list.
3. Select the specifics of the period (Date*, Year*, Week Ending*, Month*, From*, To*).
4. Select which stores you want included in the report from the Include drop-down list:
  - All will include all stores selected in step a.
  - Active will include only stores that are presently active.
  - Inactive will include only stores that are inactive.
  Click here to learn how to view the status of stores in your organization
5. Click on the Go button.

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System Alerts

The System Alerts tab informs you of upcoming events/labour deadlines as well as inventory tasks that are pending or may have been overlooked, for the Area* and Store selected.

The alerts that appear on this page are varied. Click here for a full list of alerts that you could see on this page and for how long they appear.

The following information is displayed on the page:

The severity key is displayed at the beginning with a description of each of the severity icons and the total number of alerts of each severity.
Severity: The severity of the alert (the key for which is provided above the table).
- The Action Taken alert indicates that a critical warning has expired (was displayed for the maximum period) and CLEARVIEW has automatically taken the action described in Alert Description to disable the alert.
Alert Description: A description of the issue or upcoming deadline.
Action By: The CLEARVIEW user that resolved the issue, and the date and time at which it was resolved (if the issue was resolved).

Alerts that have been resolved show on this page until the end of the day on which it was resolved.
Raised: The date on which the alert first appeared on the list, in the severity it presently is.
Actions: Indicates the actions that can be performed regarding the alert.
- Update*: This button opens the page relevant to the alert. Once the task described in the alert is completed, the status of the alert will change to resolved.
- Snooze*: This button can delay the alert for up to 7 days. This means that the alert will no longer show in the list for the duration that it was snoozed.
- Dismiss*: This button will remove the alert from the list without requiring a resolution of the alert.

Click here to learn how to manage alerts regarding employees reaching the age of majority, upcoming employee reviews or awards, and certifications expiring.

TO VIEW SYSTEM ALERTS FOR A STORE:

Open the System Status page.
Using the filters at the top of the page:
1. Click on the System Alerts tab.
2. Select the Area* and Store for which you want to view the alerts from the drop-down list(s).
3. Select No from the Show Cleared Alerts drop-down list to view only alerts that have not been resolved, or Yes to view all alerts for the store including resolved alerts.
4. Click on the Go button.

TO REMOVE AN ALERT FROM THE LIST OF SYSTEM ALERTS DISPLAYED:

Open the System Status page.
Using the filters at the top of the page:
1. Click on the System Alerts tab.
2. Select the Area* and Store, for which you want to remove the alert, from the drop-down list(s).
3. Select No from the Show Cleared Alerts drop-down list.
4. Click on the Go button and then refer to the relevant option below.
- To simply remove an alert without resolving the issue:
  1. Click on the Dismiss button in the Actions column for the alert.
    
    The Dismiss button is only available for certain types of alerts.
  2. Click on the OK button in the confirmation request pop-up box.
- To defer the alert to a later day:
  1. Click on the Snooze button in the Actions column for the alert.
    
    The Snooze button is only available for certain types of alerts.
  2. In the Snooze Alert window:
    1. Select the number of days that you want to delay the alert from the drop-down list.
      
      The alert will be delayed from the day you snooze the alert and not from the Raised date.
    2. Click on the Snooze button.
- To resolve the issue that raised the alert:
  1. Click on the Update button in the Actions column for the alert.
    
    The window that pop-up opens the page relevant to the issue.
  2. Resolve the issue that created the alert.
    
    The alert will continue to show at the bottom of the System Alerts list until the end of the day.

Alerts referencing employees can be disabled so that they don't appear in System Alerts at all.

Click here to learn how to disable Alerts.

Associated Settings

Alerts controls the type of alerts referencing employees that appear in System Alerts and when.

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TimeShark Status Console*

Click here to learn how to manage the tabs that appear in the TimeShark Status Console in TimeShark - Configuration.

Punch Status*

The Punch Status tab is a part of the TimeShark Status Console and displays incomplete time card records for the Area* and Store selected.

TimeShark synchronizes with CLEARVIEW every five minutes and hence the data displayed is not 100% live.

The following information is displayed on the page:

Status: The status of the time card.
- Punched In indicates the employee has clocked-in for the day but hasn't clocked-out as yet.
- On Break indicates the employee has clocked-out to take a break but hasn't clocked back in as yet.
- Waiting to be approved indicates that the employee's time card has not been approved for the day.
  
  Time cards cannot be approved through CLEARVIEW. You will have to log into your TimeShark account to approve employee time cards.
Employee: The name of the employee.
Job: The job for which the time card was clocked.
Punch In: The date and time at which the employee clocked-in.
Punch Out: The date and time at which the employee clocked-out.
Break Start: The date and time at which the employee started their break.

TO VIEW INCOMPLETE TIME CARDS FOR THE DAY:

Open the System Status page.
Click on the Punch Status tab.
Select the Area* and Store for which you want to view the time cards that are incomplete using the filter(s) at the top of the page.
Click on the Go button.
Select the Status of the time cards, from the drop-down list, to view only time cards with that status.
Select the Job for which the time card was clocked, from the drop-down list, to view only time cards for that job.

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The Messages tab is a part of the TimeShark Status Console. It displays system generated messages and messages sent by employees within your organization, and lets you send messages to employees in your organization (these messages can be read by employees through TimeShark).

TimeShark messages are different from CLEARVIEW's message center. While the message center is only accessible to CLEARVIEW users, TimeShark messages are pushed out to all employees through TimeShark and can be accessed through both, CLEARVIEW and TimeShark.

The following information is displayed on the page:

Date Sent: The date on which the message was sent.
Subject: The subject of the message.
Read Status: In the form of X/Y where X is the number of employees that have read the message and Y is the number of employees the message was sent to.

Messages that have not been read by any employees within 90 days are automatically deleted.
Messages that have been read by all employees are automatically deleted 7 days after it was read by the last employee.

TO VIEW A TIMESHARK MESSAGE:

TimeShark messages can also be viewed by logging onto TimeShark.

Open the System Status page.
Click on the Messages tab.
Select the Area* and Store for which you want to view the TimeShark message using the filter(s) at the top of the page.
Click on the Go button.
Select the Period for which you want to view the list of messages from the drop-down list.
Select the Message Type from the drop-down list, to view only that type of messages.
Select who the message was Created By from the drop-down list to view only messages sent by that employee.
Click on the Subject of the message you want to view.

TO VIEW WHICH EMPLOYEES HAVE READ A TIMESHARK MESSAGE:

Open the System Status page.
Click on the Messages tab.
Select the Area* and Store of the TimeShark message using the filter(s) at the top of the page.
Click on the Go button.
Select the Period during which the message was sent from the drop-down list.
Select the Message Type from the drop-down list, to view only that type of messages.
Select who the message was Created By from the drop-down list to view only messages sent by that employee.
Click on the Read Status of the message you want to view the status of.

TO CREATE A TIMESHARK MESSAGE:

Open the System Status page.
Click on the Messages tab.
Click on the Create button.
In the New Message window:
1. Click on the To... button.
2. In the New Message - Select Recipients window:
  1. Select the Area* and Store to which you want to send the message from the drop-down list(s).
  2. Select the Job code of the employees you want to send the message to.
  3. Look up an employee by entering their First Name, Last Name or Employee No. if required.
  4. Click on the Find Now button.
  5. Place a checkmark in the first column for each of the employees you want to send the message to.
  6. Click on the Add Checked Employees button at the bottom of the page.
3. Select whether you want to send the message from Management or from yourself.
4. Enter a Subject for the message.
5. Type the message in the box below.
6. Click on the Create button to send out the message.

TO DELETE A TIMESHARK MESSAGE:

Once deleted, the message will no longer exist in CLEARVIEW as well as TimeShark and employees will no longer be able to see it on either platform.

Open the System Status page.
Click on the Messages tab.
Select the Area* and Store of the TimeShark message you want to delete, using the filter(s) at the top of the page.
Click on the Go button.
Select the Period during which the message you want to delete was sent from the drop-down list.
Select the Message Type from the drop-down list, to view only that type of messages.
Select who the message was Created By from the drop-down list to view only messages sent by that employee.
Click on the Subject of the message you want to delete.
In the Message Details window:
1. Click on the Delete button.
2. Click on the OK button in the confirmation request pop-up box.

TO DELETE MULTIPLE TIMESHARK MESSAGES:

Once deleted, the messages will no longer exist in CLEARVIEW as well as TimeShark and employees will no longer be able to see the messages on either platform.

Open the System Status page.
Click on the Messages tab.
Select the Area* and Store of the TimeShark message you want to delete, using the filter(s) at the top of the page.
Click on the Go button.
Select the Period during which the message you want to delete was sent from the drop-down list.
Select the Message Type from the drop-down list, to view only that type of messages.
Select who the messages were Created By from the drop-down list to view only messages sent by that employee.
Place a checkmark in the first column for each of the messages that you want to delete.
Click on the Delete button.
Click on the OK button in the confirmation request pop-up box.

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News*

The News tab is a part of the TimeShark Status Console. Here you can manage TimeShark news items for your store(s).

TimeShark news is different from CLEARVIEW's news in the message center. While the news in the message center is created by CLEARVIEW and is only accessible to CLEARVIEW users, TimeShark news items can be created by CLEARVIEW users and are posted in TimeShark for all employees to read.

News items are displayed in TimeShark for the period selected only, regardless of whether employees have read the news item or not. Additionally, they are visible in TimeShark to all employees in the store(s) selected.

The following information is displayed on the page:

Subject: The title of the news item.
Display Start: The date from which the new item was/will be displayed in TimeShark.
Display End: The date up to which the new item was/will be displayed in TimeShark.
Display Status: Indicates that the news item is stored in the database.
Read Status: In the form of X/Y where X is the number of employees that have read the news item and Y is the number of employees the news item was sent to.

TO VIEW THE CONTENTS OF A TIMESHARK NEWS ITEM:

Open the System Status page.
Click on the News tab.
Select the Area* and Store for which you want to view the TimeShark news item using the filter(s) at the top of the page.
Click on the Go button.
Select the display status of the news item you want to view from the Show drop-down list.
- All: Shows you a list of all the news items.
- Active: Only shows you news items that are currently displayed in TimeShark.
- Not Started: Only shows you news items that have not yet been displayed (are set for a future date) in TimeShark.
- Expired: Only shows you news items that were previously displayed (the Display End date has passed) in TimeShark.
Click on the Subject of the news item that you want to view.

TO VIEW WHICH EMPLOYEES HAVE READ A TIMESHARK NEWS ITEM:

Open the System Status page.
Click on the News tab.
Select the Area* and Store of the TimeShark news item using the filter(s) at the top of the page.
Click on the Go button.
Select the display status of the news item that you want to check the status, from the Show drop-down list.
- All: Shows you a list of all the news items.
- Active: Only shows you news items that are currently displayed in TimeShark.
- Not Started: Only shows you news items that have not yet been displayed (are set for a future date) in TimeShark.
- Expired: Only shows you news items that were previously displayed (the Display End date has passed) in TimeShark.
Click on the Read Status of the news item you want to view the status of.

TO CREATE A TIMESHARK NEWS ITEM:

Open the System Status page.
Click on the News tab.
Click on the Create button.
In the New News Item window:
1. Click on the Pick Stores... button.
2. In the Pick Stores window:
  1. Place a checkmark next to each store that you want to send the news item to.
  2. Click on the Add Selected Stores button at the bottom of the page.
3. Enter a Subject for the news item.
4. Select the date from which you want to display the news item in TimeShark from the Start Date drop-down calendar.
5. Select the date up to which you want to display the news item in TimeShark from the End Date drop-down calendar.
6. Type the news in the box below.
7. Click on the Create button.

TO DELETE A TIMESHARK NEWS ITEM:

An active news item, once deleted, will no longer display in TimeShark even if the end date has not passed.

Open the System Status page.
Click on the News tab.
Select the Area* and Store of the TimeShark news item you want to delete, using the filter(s) at the top of the page.
Click on the Go button.
Select the display status of the news item that you want to delete, from the Show drop-down list.
- All: Shows you a list of all the news items.
- Active: Only shows you news items that are currently displayed in TimeShark.
- Not Started: Only shows you news items that have not yet been displayed (are set for a future date) in TimeShark.
- Expired: Only shows you news items that were previously displayed (the Display End date has passed) in TimeShark.
Click on the Subject of the news item that you want to delete.
In the News Item Details window:
1. Click on the Delete button.
2. Click on the OK button in the confirmation request pop-up box.

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Pending Leave Requests*

The Pending Leave Requests tab is a part of the TimeShark Status Console and lets you manage leave requests that haven't been approved. Leave requests created by employees through TimeShark are displayed here until they are approved, rejected or deleted.

The following information is displayed on the page:

Date(s) Requested: The date(s) for which the employee has applied for leave.
Employee: The name of the employee.
Reason: The reason for the leave request.

The reasons available for an employee to select can be managed in Employee Time Off Reasons.

Click here to learn how to manage the reasons available for an employee to select in Employee Time Off Reasons.
Date Submitted: The date on which the employee submitted the leave request.
Status: The approval status of the leave request.

TO APPROVE OR REJECT A LEAVE REQUEST:

Open the System Status page.
Click on the Pending Leave Requests tab.
Select the Area* and Store for which you want to view the leave requests using the filter(s) at the top of the page.
Click on the Go button.
Select the Reason provided for the leave request from the drop-down list to view only those leave requests, if required.
Click on the Date(s) Requested of the leave request that you want to approve or reject.
In the Pending Request window:
1. Make changes to the leave request, if required.
2. Enter a message to the employee in Reply to Employee.
  
  This message will be included in the system generated message that the employee will receive updating them of the status of the leave request.
3. Click on the Approve button to approve the leave request or the Reject button to reject the leave request.
4. Click on the OK button in the confirmation request pop-up box.

TO DELETE A LEAVE REQUEST:

Open the System Status page.
Click on the Pending Leave Requests tab.
Select the Area* and Store for which you want to view the leave requests using the filter(s) at the top of the page.
Click on the Go button.
Select the Reason provided for the leave request from the drop-down list to view only those leave requests, if required.
Click on the Date(s) Requested of the leave request that you want to delete.
In the Pending Request window:
1. Click on the Delete button.
2. Click on the OK button in the confirmation request pop-up box.

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Schedule Changes*

The Schedule Changes tab is a part of the TimeShark Status Console and indicates the schedules that have been created or modified, and haven't been published to your employees as yet.

Schedules that are published are displayed in TimeShark for employees to see, and may also be sent to employees email addresses.

Schedules are emailed to employees if the Send Email Notification On Post control is enabled.

The email function can be enabled or disabled in Schedule - Basic Automation.

Click here to learn how enable or disable the email function in Schedule - Basic Automation.

The following information is displayed on the page:

Week Ending: The last day of the week for which the schedule was created.
Status: Indicates whether the schedules have been published before.
- Not Yet Posted indicates that the schedule has not been published to TimeShark at all.
- Requires Reposting indicates that the schedule was published before but changes have been made since that have not been published.
#Times Posted: The number of times the schedule for the week has been published (includes all versions of the schedule).

TO VIEW SCHEDULES NOT PUBLISHED TO TIMESHARK:

Open the System Status page.
Click on the Schedule Changes tab.
Select the Area* and Store for which you want to view the unpublished schedules using the filter(s) at the top of the page.
Click on the Go button.

TO PUBLISH A SCHEDULE CREATED OR MODIFIED THROUGH "SCHEDULE - NEW" TO TIMESHARK:

Open the System Status page.
Click on the Schedule Changes tab.
Select the Area* and Store for which you want to view the schedules using the filter(s) at the top of the page.
Click on the Go button.
Click on View Week link next to the schedule that you want to post.
Click on the Publish button on the Schedule - New page that opened.
In the Publish Schedules pop-up box:
1. Place a checkmark in the box next to each period that you want to post the schedule for.
2. Click on the Verify button.
3. Address any issues of concern that are displayed.
4. Click on the Publish button.
5. Click on the Close button.

TO PUBLISH A SCHEDULE CREATED THROUGH A PAGE OTHER THAN "SCHEDULE - NEW" TO TIMESHARK:

Open the System Status page.
Click on the Schedule Changes tab.
Select the Area* and Store for which you want to view the schedules using the filter(s) at the top of the page.
Click on the Go button.
Place a checkmark in the first column for the schedule(s) you want to post (if the box is disabled, click on View Week and publish the schedule from the Schedule - New page).
Click on the Post button.

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Associated Settings

TimeShark - Configuration controls the tabs in the TimeShark Status Console and whether completed time cards need to be approved or not.
Time Card Rounding controls how the time at which time cards are clocked-in/out are rounded.
TimeShark - Employee Roster controls the access each employee has to TimeShark.
Employee Time Off Reasons controls the options available in TimeShark as reasons for leave requests.
Schedule - Basic Automation controls whether schedules posted are emailed to employees or not.

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.

System Status

System Alerts

Associated Settings

TimeShark Status Console*

Punch Status*

Messages*

News*

Pending Leave Requests*

Schedule Changes*

Associated Settings