Time recording for Field Service Management

Agents record time worked on tasks and activities. Time recorded entries automatically generate time cards and time sheets for approval by managers.

The time recording feature extends the functionality of the Time Card Management application to Field Service Management. Field service agents can record time worked on tasks directly from the Work Order Task form and time spent on other activities, such as meetings or training, from the Time Worked form. Time worked entries automatically create time cards for each selected work category. Time cards are automatically included in a weekly time sheet.

The time recording feature also extends the functionality of the Cost Management application to Field Service Management. Managers can view and create labor rate cards and also view expense lines. Time sheets use labor rate cards to determine costs. Two labor rate cards are provided for users with the Field Service agent role (wm_agent):
  • FSM - Task category (100$/hour)
  • FSM - Default (50$/hour)

Agents can modify the hours recorded on time cards. Once a time sheet is approved and a time card is processed, the agent can still go back and modify the time worked. The time sheet reverts to the Pending state and new time cards are created. If an agent adds more time worked records to an approved time sheet for the same week, a new time sheet record is created for the current week.

Managers can view time worked records, time cards, and time sheets for agents in their assignment groups, as well as approve and reject time sheets. After a time sheet is approved, the system processes the time cards and uses rate cards based on the time card category to create expense lines.

Time recording plugin

The time recording feature requires the Field Service Management plugin and the Time Recording for Field Service (com.snc.wm_time_recording) plugin.

The Time Recording for Field Service plugin activates the Time card management (com.snc.time_card) plugin and the Cost Management (com.snc.cost_management) plugin.

User roles

Users with the wm_agent role inherit the timecard_user role. This role restricts access to the time sheets, time cards, and time worked records created by the agent.

Users with the wm_manager role inherit the timecard_admin role. This role restricts access to the time sheets, time cards, and time worked records created by the agents in a manager's assigned groups.

Time sheet policy

For users with the wm_agent role, creating time worked records automatically creates or modifies time cards regardless of the setting for the com.snc.time_card.time_worked system property. The Time Sheet policy controls this functionality. The system administrator can disable the auto creation of time cards for a specific user with the wm_agent role by creating a separate Time Sheet policy for that user.

Field Service view

The Time Card form and the Time Sheet form have a Field Service view. This view does the following for users with the wm_agent and wm_manger roles:
  • Removes the Generate Time Cards UI action.
  • Displays the Time Worked related list on the Time Card form.