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Record time worked for a task or activity

Record time worked for a task or activity

Agents can record time worked on a work order task as well as time spent on other activities.

Before you begin

Role required: wm_agent

About this task

An agent can record time worked directly from a work order task by clicking Record Time on the Work Order Task form. An agent can record time regardless of the work order task state. An agent can also record time spent on other activities from the Time Worked list by creating a new time worked record, recording the time, and selecting a category.
Note: If multiple rate cards are enabled, agents can also select rate types when creating time worked entries.

A time card is created for each category type and work order task. The total hours recorded on each time card are then recorded on the current time sheet in the Time Cards related list.

Procedure

  1. To record time worked for a task or an activity:
    • Navigate to a work order task and click Record Time. This opens a Time Worked form with the Task and User field already populated.
    • Navigate to Time Sheets > My Time Worked and click New. This opens a Time Worked form with the User field already populated.
  2. If necessary, select the work order task in the Task field.
  3. If necessary, select the Work Date. This field defaults to the current date.
  4. Select a Category for the time being recorded.
  5. Select a Rate type for the time being recorded.
    When multiple rate types are enabled for Field Service Management, agents can specify multiple rate types for time worked against a task.
  6. Fill in the Time worked.
  7. Provide any additional information in the Comments field and click Submit.
    The Time Worked form is saved and added to the Time Worked list. If this is the first time worked entry for the selected category, a time card is created for that category and the time worked record is added to the card. If a time card for the category already exists, the time worked record is added to that card.