Table of Contents

Introduction.................................................................................................................2

Description...................................................................................................................2

Prerequisites................................................................................................................2

Technical Details..........................................................................................................2

Installation...................................................................................................................3

App Usage....................................................................................................................5Calendar Display.........................................................................................................................................................6Policy Awareness........................................................................................................................................................7Employee Requests....................................................................................................................................................8Workflow Notification..............................................................................................................................................9Manager Features.................................................................................................................................................... 10

Uninstalling................................................................................................................13

Troubleshooting.........................................................................................................13Browser Console Logging.....................................................................................................................................14

License and Terms of Use...........................................................................................15

IntroductionThe Absence and Vacation Management application is a SharePoint 2013 “SharePoint Hosted” App which is a redesigned and rewritten version of the Fab Forty application template (not a port). ThreeWill will be providing additional applications from the original Fab Forty templates over time.

For additional assistance from ThreeWill Labs or the community, please register, and post comments and feedback to the “SharePoint” Yammer Community (https://www.yammer.com/sharepoint).

DescriptionThe Absence and Vacation Management application enables employees and managers to manage requests for out of office days. Team members can request days off and indicate a variety of reasons for absences. The application enables team leads or managers to approve or reject requests for vacation, with a workflow notifying via email that new requests have been made. The application provides a calendar view for all approved requests, policy document library, and a simple report of all approved requests.

PrerequisitesThe Absence and Vacation Management app requires the following for installation and use:

A SharePoint 2013 site using the Team Site template or Developer template; site may be hosted in Office 365 or on premise.

A custom Security Group in destination site named “AVR Managers”. This group must be manually created prior to installing the app, should have at least the “Edit” permission level to the site, and should be populated with users that will act as Managers for the app.

Appropriate permissions to install app to Developer site or to install app to the App Catalog and Team sites.

Technical DetailsThe Absence and Vacation Request Management application is a SharePoint Hosted application for SharePoint 2013. The application demonstrates the use of the following technical approach(es) to implement the request and management features.

Responsive UI o Basic HTML page (without the use of SharePoint default ASPX page)o Bootstrap for Mobile First design

Single Page Application (SPA) using

o jQuery o KnockoutJSo UnderscoreJS o SharePoint 2013 CSOM and REST services

Developer Site InstallationNote: for installing to Team Site skip to Team Site Installation section.

The Absence and Vacation Request Management application can be installed simply by uploading the *.app file into a developer site collection for initial introduction to the application. For full details around the usage and licensing see the “License and Terms of Use” at the end of this document.

1. Download the app package from https://www.threewill.com/fab402. Open a SharePoint site which uses the Developer Template (O365 or on

premises)

3. Click “new app to deploy” link on main page.

4. Click the upload link

5. Click Deploy and then Trust It when promoted to trust the App

6. Once the App is loaded, click the Absence and Vacation Management link in the “Recent” Quick Launch section

Team Site InstallationInstalling the app to a Team Site is a two-step process:

1. Install the app to the App Catalog (this is a task for Farm or Tenant Administrators). This is a one-time process and only should be repeated when a new version of the app is available.

2. Install the app from the App Catalog to a Team Site. This step may be repeated for any subsequent Team Sites where the app may be installed.

Installing to the App CatalogNote: this process is documented for Office 365; if installation is to be done on premise, use this article as a reference for managing the App Catalog locally.

1. In Office 365 click the Admin menu, then click SharePoint.

2. In the SharePoint Admin Center click the apps link.

3. Click the App Catalog link.

4. Click the Apps for SharePoint link.

5. Click the New App link.

6. Click the Browse button, and then navigate and select the Absence and Vacation Management.app file.

7. While you have the option of changing properties for the newly installed app, all required fields are filled in. Simply click Save to place the app in the App Catalog.

Installing app to Team Site

1. Navigate to the Team Site where the app is to be installed and click the Site Contents link.

2. Click the add an app link.

3. Select the Absence and Vacation Management app.

4. When prompted, click the Trust It button to indicate that this is a trusted app.

5. SharePoint will indicate that the app is being installed…

6. …once the install is complete the app is ready for use.

Application UsageOnce installed, the Absence and Vacation Request Management application provides an immediate calendar view of all approved requests, enables policy review, and creation of new requests for all users. For managers, an additional menu item is provided, as well as additional features which enable approval, policy management and basic reporting.

Calendar DisplayThe Main page of the Absence and Vacation Request Management app is a Calendar view of all “Approved” absence requests and all Company Holiday’s.

Policy AwarenessThe application contains a document library to which “AVR Managers” members can post and manage relevant policy documents.

Employee Requests Employees can visit the app and request Vacation, Sick or other types of leave requests. The requests provide simple validate for date ranges and all require approval.

Workflow NotificationThe application provides a tasks and notification email to all “AVR Managers” members in order to ensure the managers approve or reject the requests in a timely fashion.

Manager FeaturesOnce employees have made the requests, members of the “AVR Managers” group can approve or reject the request. All approved requests are added to the view for the Calendar display. In addition to the employee requests, Managers can create new Company Holiday’s (which are automatically approved) and are displayed on the Calendar view.

Uninstalling To remove the application … The application is a SharePoint Hosted app, and is self-contained within the “App Web”. This means that all data is contained within the App Web. When uninstalling the app, all content will be removed. To remove the application, Click Site Contents, and then click the ellipsis next to the app and select Remove

Note: The removal of all data is the result of the self-contained nature of the “SharePoint Hosted” app. There are alternatives for apps to ensure data is preserved, but this is not the intention of the application.

TroubleshootingThe application provides considerable console logging which can be viewed in browser developer consoles.

Browser Console LoggingThe application’s client side JavaScript will provide logging to identify what possible issues and errors are. Please open your respective browser and use the browsers Developer Tools or Debugging capabilities to view the logging messages from the App.

For additional assistance from ThreeWill, ThreeWill Labs or the community, please register and post to the “SharePoint” Yammer Community (https://www.yammer.com/sharepoint). Or contact us via Twitter @ThreeWill and @ThreeWillLabs

Known IssuesCurrently these issues are known.

1. If the “AVR Managers” group does not exist, the Policies, and Pending pages will not display items. A warning message will appear if this group is not created.

2. Under intermittent circumstances, the Save button for new requests can become “disabled” (visually enabled, but not clickable). This is under investigation as of v1.0.25.1.

License and Terms of UseThe application is provided under the ThreeWill Labs Demo License. For details and complete terms and conditions, please see http://www.threewill.com/demo_license.