Service Manager -Timekeeping

Overview

Timekeeping is integrated with the Service Manager.

Timekeeping can be recorded for any type of ticket. For example, timekeeping can be recorded to track the time it takes staff to resolve a customer enquiry, or to track the time it takes sales staff to follow up on a lead.

Both Work and Travel-related timekeeping can be recorded against a service ticket.

List View

• The column TK hr/s can be added to the list view.

• The column is highlighted in yellow if a timekeeping record is active.

• The column displays all the time recorded against the ticket.

• A right-click context menu allows users to Open Timekeeping, which opens all the timekeeping records linked to the ticket that was clicked.

Edit View

Start / Stop (button) 

• The top row buttons include a Start timekeeping button, which changes to a Stop timekeeping button if timekeeping was already started.

• Only one timekeeping record can be managed from the Start / Stop timekeeping button at a time.

Detail (tab)

• When a response is added, there is a checkbox at the bottom of the response to Start Timekeeping.

• If timekeeping was already started, the checkbox changes to Stop Timekeeping.

• Timekeeping can also be started and stopped using the Start/Stop button on the top row.

• Timekeeping is recorded against the person adding the response, and not the person the task is assigned to.

Timekeeping (tab)

On the Detail tab, the Timekeeping tab displays all the linked timekeeping records (if the Ticket radio button is selected).

Projects (tab)

• Timekeeping can be tracked for tasks by clicking a task and clicking Start (button) on the top. 

Related Topics

• Reference: Service Manager (settings and information)

• Reference: SM List Views

• Reference: SM Edit Views

• Reference: SM Assets

• Reference: SM Classes

• Reference: SM Notifications

• Reference: SM Projects

• Reference: SM Reports

• Reference: SM Setups

• Tutorials: SM Timekeeping