Timekeeping for Service Manager Tickets Tutorial

How to Record Timekeeping for a General Service Manager Ticket

1. Navigate to a list of Service Manager tickets.

2. Right-click a ticket that is not related to a project and select Edit from the context menu or double-click to open.

3.  Click Start (button) on the top row.

4. Confirm that you want to start Timekeeping.

5. Click Actions (button) and select a Response from the dropdown list.

6. If this is your last task for the ticket, check the checkbox (on the response popup, at the bottom) next to Stop Timekeeping.

7. Click Save (button).

   • Note: If you click Save (button) and you have not checked Stop Timekeeping, you are prompted: Stop Timekeeping? Click Yes (button) if you are finished. Click Cancel (button) to continue working on the ticket.

How to Record Timekeeping for a Project-Related Service Manager Ticket

1. Navigate to a list of Service Manager tickets.

2. Right-click a ticket that is for a project and select Edit from the context menu or double-click to open.

3. Click Project (tab).

4. Click View (button).

5. Click the task you want to start.

6.  Click Start (button) on the top row.

7. Confirm that you want to start Timekeeping.

8. Click Save (button).

9. Close the ticket and return to the list view (optional). The column TK Hr/s is highlighted to indicate a ticket is open.  If the column is not displayed, add it using the Field Chooser (*). 

10. Double click the ticket to open it.

11. Click Stop (button) on the top row to stop the timekeeping.

How to Stop Timekeeping for a Service Manager Ticket

ℹ️ You can also stop Timekeeping from a Response (see above).

1. Navigate to a list of Service Manager tickets.

2. Right-click the applicable ticket and select Edit from the context menu.

3. Click Stop (button).

4. Confirm that you want to Stop Timekeeping by clicking Yes (button).

How to Show Timekeeping Hours on a list of Service Manager Tickets

1. Navigate to a list of Service Manager tickets.

2. Click Menu (button) > Show Timekeeping Hr/s to toggle showing the hours. (If checked, the hours are displayed).

3. Click View (button).

   • Note: The timekeeping hours are displayed in the TK Hr/s column. If the column is not displayed, add it using the Field Chooser (*). Timekeeping is only displayed if the Reminder and Due Date fields on the ticket are filled in.

How to Open Timekeeping from a Service Manager Ticket

1. Navigate to a list of Service Manager tickets.

2. Right-click the applicable ticket and select Open Timekeeping from the context menu.

3. You will be transferred to the Timekeeping Module and the view will be filtered to only show timekeeping entries for the ticket you clicked on.

Related Topics

• Reference: Service Manager