People: Time Entry grid example

A relatively unique aspect of the application in terms of its function is the Time Entry Grid. It allows workers to log the time spent performing specific tasks. By adding an item to the Grid, Users specify how long they worked and how they spent their time.

Note: Adding time entries to this grid automatically generates Labor entries on the selected Service Desk item.

Adding a New Time Entry

Navigate to the Time Entry Grid. Main > People > Time Entry

Click the Add button located immediately above the People Time Entry Grid.

New Time Entry Form example

In the Add New Time Entry form, Users define their hours worked as either 'Miscellaneous Time' or 'Labor Time'.

'Miscellaneous Time' allows the User to select a 'Service Catalog' from a list of services the organization provides. The User is then required to select the type-specific 'Activity' that was performed.

'Labor Time' requires the User to define a specific 'SD Item' on which the User worked. Once a Service Desk item is selected, the User is prompted to satisfy those required fields whose inputs are not defaulted by the 'SD Item' selection.

If the User is a Manager of a Workgroup, the User must also define the 'Worker' from a list of items on the Workers/Contacts Grid.

Note: This only applies if the current User is the Manager of a Workgroup. In which case, they can specify time worked for employees in their Workgroup. Otherwise, Users do not have the option of specifying a Worker.

The Worker/Workflow/Workgroup fields are interconnected. Based on the Worker, the Workgroup and Workflow pickers will be automatically filtered to only values that the Worker is a member of.

Check the "Complete Workflow" checkbox to automatically mark the Workflow as completed when this entry is saved.

Finally, the User must specify the number of hours worked and the date on which it occurred. The User can also manually input a brief description of the work performed.

Once all required fields are completed, click the 'Save New' button at the bottom of the form. The new Time Entry item appears on the original Time Entry grid.

Editing Time Entries

Users can edit existing items on the Time Entry Grid by double-clicking the item or highlighting and clicking the 'Edit Selected' button immediately above the grid. This action opens the Entry's data entry form where edits can be made and saved.

Note: DO NOT edit or delete any Time Entry that is attached to a Finalized or Billed Service Desk Item

Viewing Previous Entries

PCR-360 automatically sorts the Time Entries to show a view of the current week. This is done using a filter. For convenience, the Time Entry grid provides week to week Navigation Buttons.

Previous Week

This button allows for quick navigation to the previous week from the week currently being viewed. This button consistently moves the User one week backward in time. In the event no records are available, the week still shows, but with no record in it.

This Week

This Week button example

This button serves as a chronological home button. No matter what current filters are applied or other weeks are currently viewed clicking this button returns the User the current time entry period.

Next Week

This button allows for quick navigation to the future week from the week currently being viewed. This button consistently moves the User one week forward in time. In the event no records are available, the week still shows but with no record in it.

Time Entry and Service Desk Labor

When Labor is entered via Time Entry, the system creates Service Desk Labor records on the selected Service Desk Item. Once the Service Desk Item becomes Finalized, all Time Entries on it can not be edited or deleted. Charges are created once Labor is logged.

Billable Labor

To control the default state of the Service Desk Labor Billable checkbox set the SD_LABOR_BILLABLE parameter. By default, this configuration value is set to false, meaning the Service Desk Labor Billable checkbox is unchecked and must be checked manually by the User.

Note: Labor will never be attached to an Action or Order that has not yet been saved.

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