You can enter time and other information for technician activities – such as meetings, jury duty, sick days, and training – that are set up in MobileTech, Service Management, or Schedule, and then change and complete the activities from your mobile device. After you complete an activity, you can sync the activity from the device.
Table of Contents |
---|
Entering
...
Time
Note |
---|
You can also access the Technician Activity form from the Calendar. |
- Choose Appointments .
- At the top of the pane, choose the Technician Activities filter. Technician activities that are created in Service Management are displayed. If MobileTech is set up to use time logs, you can easily see which technician activities you're timed into. A clock icon is displayed for these activities.
- Select a technician activity and choose More.
Enter information in these fields, as needed.
Field Description Activity
The type of activity that was set up in Service Management. You can't change this value.
Start Date
The date that was designated for the activity. You can change the date and time for the activity.
Estimate Hours
The hours that were designated for the activity. You can change the estimated hours, unless one or more labor transactions have been saved for the activity.
Description
The description of the activity. Limited to 50 characters.
Status
The status of the activity.
Technician
The technician who is assigned to the activity.
- To record the time when you start the activity, depending on your company's settings, you may be able to enter more than one time entry for the appointment.
- You can select the technician activity and choose Time In to update the time and date of the start of the activity. When you complete the activity, choose Time Out to update the ending time for the activity.
- You can also enter a specific time if you have access to the Time Entries tab on the Appointment form by selecting the Add icon. Enter the Hours and select the Pay Code (if required). Select Save.
For more information about how to complete information for pay codes for the activity, see Setting up default pay codes .
- Depending on your company's settings, when you complete the appointment, the Labor window may display so that you can enter at least one time entry prior to completing the appointment.
Note |
---|
Prior to syncing your device, if you need to reopen a completed Technician Activity appointment, you can delete the Tech Activity from the Time Entries window. |
Completing a technician activity
Completing a Technician Activity
- When you are ready to complete the activity, you can:
- Select the activity and then select Complete.
- Select the activity, select More. While viewing the activity details you can select the to the checkmark icon to Complete.
- If you’ve already timed-in to the appointment but haven’t yet timed-out, a message is displayed and you can enter time-out information.
- Depending on your company's settings, when you complete the appointment, the Labor window may display so that you can enter at least one time entry before completing the appointment.
- The activity is removed from the appointment list and can be viewed on your timesheet.
Note |
---|
Prior to syncing your device, if you need to reopen a completed Technician Activity appointment, you can delete the tech activity time entry from the Time Entries window. |