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01 Procedure: Clockify & Insightful Capture

DraftSOP · Procedure · TT-SOP-1 (Time-Tracking Loop) · 2025-05-14-r11§


Big-Picture Overview§

Block Content
Purpose & Scope Capture audit-ready, source-linked time-logs + screen evidence for every minute worked, whether the task lives on a Trello card, an Ops-Sheet row, or is referenced only by an SOP-step ID.
Map / Flow Pick task context → Start Clockify timer → Insightful screenshots (auto, 30 sec) + idle guard → Work → Stop timer → Verify entry & evidence → (17 : 00) export CSV to Daily Hygiene.
Roles / RACI Freelancer Operator R · Ops Manager A · Systems-Ops Lead C · GPT Assistant I
KPIs 100 % worked minutes logged & linked ≤ 24 h · Insightful coverage ≥ 95 % of timer span · < 3 % unlinked minutes / week
Tools Clockify · Insightful agent (30 sec shots; idle 1 min desktop / 5 min mobile) · Personal & Ops Trello boards · Ops Google Sheet · Telegram
Risks Missing logs → unpaid time · Idle gaps strip minutes · Wrong project / description → audit fail · Timer left running overnight
Next Action Pilot the SOP-step ID rule and new idle-guard note one day; track unlinked-minutes metric.

Detailed SOP — Time-Tracking Loop (≤ 7 bullets)§

# Step & Owner Key points / Controls
1 · Select task context
Operator
• Highlight the active Trello card or Ops-Sheet row.
No card/row? → copy the SOP-step ID (e.g. “TT-SOP-1 · Step 3”) into the Clockify Description, then start timer.
2 · Start timer • In Clockify pick correct Project (Q1 / Q2 / Ops / Hygiene).
• Paste card-URL, row-URL or SOP-step ID in Description.
• Click Start.
3 · Work & capture • Insightful auto-captures every 30 sec.
Idle guard:
 – Desktop → idle after 1 min no keyboard/mouse.
 – Mobile → idle after 5 min.
Best practice: touch keyboard/mouse every ≤ 5 min (e.g., update Ops Sheet status) so real work isn’t stripped.
4 · Stop timer • On pause/finish: Stop in Clockify.
• Confirm duration looks sane (round if needed).
5 · Verify & tag • Check entry shows correct Project and link/ID.
• If “Hygiene”, set Tag → Hygiene.
6 · Link evidence • Missing screenshot? trigger manual shot (Insightful menu).
7 · Handoff to Daily Hygiene (17 : 00) • Export Today CSV ⇒ paste link in Sheet › DailyReport (see SOP-4).

SLA — All timers stopped & verified by 17 : 00; no open timers overnight.


WGLL (“What Great Looks Like” snapshot)§

Criterion ❌ Miss ✅ Meets ⭐ Exceeds
Log coverage ≥ 5 % unlinked mins < 3 % unlinked 0 % unlinked + comment “Logs clean”
Description quality Blank / vague Card or row link / SOP-ID Link/ID + three-word outcome (“Design draft done”)
Idle gaps > 5 min idle on log ≤ 1 idle outlier / day Zero idle gaps all week

(Full examples live in Drive → 01-SYSTEMS/WGLL_Gallery.)


ArchitectureSnapshot JSON§

{
  "version_id": "2025-05-14-r11",
  "system_level": "Procedure",
  "lifecycle_state": "DraftSOP",
  "target_name": "TT-SOP-1 – Time-Tracking Loop",
  "parent_name": "Time Tracking & Proof",
  "last_updated": "2025-05-14T21:25:00Z",

  "overview": {
    "purpose": "Capture auditable, source-linked time logs and screen evidence for every minute worked.",
    "flow": [
      "Select task context (card, row, or SOP step ID)",
      "Start Clockify timer with link/ID in description",
      "Insightful auto-captures 30-sec screenshots with 1-min (desktop) / 5-min (mobile) idle guard",
      "Perform work and touch input ≤5 min to avoid idle strip",
      "Stop timer and verify entry",
      "Ensure description link/ID present and tag as needed",
      "17:00 export today CSV to DailyReport (SOP-4)"
    ],
    "roles": [
      "Freelancer Operator",
      "Ops Manager",
      "Systems-Ops Lead",
      "GPT Assistant"
    ],
    "raci": {
      "Responsible": ["Freelancer Operator"],
      "Accountable": ["Ops Manager"],
      "Consulted": ["Systems-Ops Lead"],
      "Informed": ["GPT Assistant"]
    },
    "kpis": [
      "100% worked minutes logged & linked within 24h",
      "Insightful coverage ≥95% of timer span",
      "Unlinked minutes <3% per week"
    ],
    "tools": [
      "Clockify",
      "Insightful",
      "Personal & Operations Trello boards",
      "Ops Google Sheet",
      "Telegram"
    ],
    "risks": [
      "Missing logs lead to unpaid time",
      "Idle gaps strip legitimate work",
      "Incorrect project tagging",
      "Timer left running overnight"
    ],
    "controls": [
      "Daily self-check of unlinked minutes",
      "Insightful green-status spot-check",
      "Manager weekly Exceptions tab review",
      "WGLL criteria for log quality & idle gaps"
    ],
    "doc_link": "Drive:/01-SYSTEMS/Personal-OS/SOP-02_Time-Tracking_v0.2.gdoc"
  },

  "procedure_core": {
    "procedure_id": "TT-SOP-1",
    "name": "Time-Tracking Loop",
    "purpose": "End-to-end workflow to log and evidence each work unit.",
    "trigger": "At the start of any task, every workday.",
    "inputs": [
      "Active Trello card (if exists)",
      "Ops Google Sheet row (if exists)",
      "Relevant SOP step ID (if no card/row)",
      "Clockify project list",
      "Insightful agent (30-sec shots, idle guard)"
    ],
    "responsible_role": "Freelancer Operator",
    "steps": [
      "Select task context and copy link or SOP step ID into Clockify description",
      "Start Clockify timer under correct project",
      "Work while Insightful captures 30-sec screenshots; touch input ≤5 min",
      "Stop timer when pausing or finishing",
      "Verify duration, project and link/ID; tag Hygiene if needed",
      "At 17:00 export today CSV and paste in DailyReport Sheet"
    ],
    "outputs": [
      "Time-log entry with source link or SOP step ID",
      "Screenshot evidence in Insightful",
      "CSV link in DailyReport Sheet"
    ],
    "sla": "No running timers after 17:00; 100% entries linked.",
    "controls": [
      "Operator daily self-check of unlinked minutes",
      "Manager weekly spot-check via Exceptions tab"
    ],
    "tools": [
      "Clockify",
      "Insightful",
      "Trello",
      "Ops Google Sheet"
    ],
    "kpis": [
      "100% minutes linked",
      "Insightful coverage ≥95%",
      "Unlinked minutes <3%"
    ],
    "risks": [
      "Unlogged work",
      "Overlapping timers",
      "Idle gaps remove minutes"
    ],
    "doc_link": "Drive:/01-SYSTEMS/Personal-OS/SOP-02_Time-Tracking_v0.2.gdoc"
  },

  "insights": [
    {
      "note": "Added 30-sec screenshot frequency and idle-timer thresholds (1 min desktop / 5 min mobile) plus ≤5 min input best-practice.",
      "date": "2025-05-14"
    }
  ],

  "children": []
}

End of TT-SOP-1 r11

                                            ┌──────────────────────────────────────────┐
                                            │         TT-SOP-1 · Time-Tracking Loop    │
                                            └──────────────────────────────────────────┘
┌──────────────────────────────────────────┐
│  1. NEW TASK?                           │
└──────────────┬───────────────────────────┘
               │(yes)                                       
               ▼
┌──────────────────────────────────────────┐
│  2. SELECT CONTEXT                       │
│     • Trello card link                   │
│     • Ops-Sheet row URL                  │
│     • or SOP-step ID (if no artefact)    │
└──────────────┬───────────────────────────┘
               │ copy link / ID → Clockify description
               ▼
┌──────────────────────────────────────────┐
│  3. START CLOCKIFY TIMER                │
│     • Correct project                    │
│     • Desc = link / SOP-ID              │
└──────────────┬───────────────────────────┘
               │ timer running
               ▼
┌──────────────────────────────────────────┐
│  4. WORK & CAPTURE                       │
│     • Insightful 30-sec screenshots      │
│     • Idle guard: 1 min desktop /        │
│       5 min mobile                       │
│     • Keep input ≤ 5 min to avoid strip  │
└──────────────┬───────────────────────────┘
               │
               ▼          (blocked? → SOP-5 🔴)
┌──────────────────────────────────────────┐
│  5. STOP / PAUSE                         │
└──────────────┬───────────────────────────┘
               │
               ▼
┌──────────────────────────────────────────┐
│  6. VERIFY ENTRY                         │
│     • Duration looks sane                │
│     • Project correct                    │
│     • Link / SOP-ID present              │
└──────────────┬───────────────────────────┘
               │
               ▼
┌──────────────────────────────────────────┐
│  7. ANOTHER TASK?                        │
└──────────────┬───────────────┬──────────┘
               │yes            │no (time ≥17:00)
               ▼               ▼
         (loop to 1)   ┌──────────────────────────────────────────┐
                       │  8. 17:00 DAILY WRAP-UP                  │
                       │     • Export “Today” CSV                 │
                       │     • Paste link in DailyReport Sheet    │
                       │     • Hand-off to SOP-4 Daily Hygiene    │
                       └──────────────┬───────────────────────────┘
                                      │
                                      ▼
                       ┌──────────────────────────────────────────┐
                       │      END OF DAY (no open timers)         │
                       └──────────────────────────────────────────┘

Legend

  • All arrows on the left loop through tasks during the day.
  • 17 : 00 branch exports the day’s proof and hands off to SOP-4 Daily Hygiene.
  • If a timer is still running after export, stop & verify before clock-out.