Tag Archives: Labor Timesheet

Work Order Tools – 2 of 2 – Labor Timesheet


In this second post in the Work Order Tools series, we will explore how the Labor Timesheet Entry tool provides an efficient method for technicians to enter time against multiple work orders.

To access this feature, select Labor Timesheet Entry… from the Tools Menu:

The logged in user is selected by default at the top of the dialog. If you are a member of an access group with permission to enter time for others, you will be able to select other users from that control.

The top section of the dialog shows any open and closed work orders with time recorded for the current week. This allows the user to quickly add time to work orders that are in progress. An option to hide these sections is available so that they do not take up space in the dialog.

 

To input time on new work orders, enter the Work Order ID into the column on the left. If you do not know the Work Order ID, double click inside the field and a lookup will open from which you can find the correct record. Once a valid work order ID has been entered, the work order reason will display allowing you to confirm that you are entering time on the correct record. You can then just enter hours in the appropriate day columns. As you enter the hours, the total for the work order is automatically calculated on the right, along with the total for the days/weeks at the bottom. The calculations may include time that is hidden in the top sections to ensure all hours for the week are included:

If desired, you can also specify the type of hours, account, category or comment for any records. You can also enter time for a different week, by clicking on the Previous/Next buttons at the top of the dialog.

Once all desired time has been entered, click the Apply button on the Header bar at the top of the dialog.

 

An actual labor record will be created for each row entered, properly associated with the designated work order. The page will refresh with the updated work orders now showing in the top section. Complete/Close buttons are available to process any work orders now ready to complete and/or close.

 

You can proceed to enter time for a different user or week if desired. Once all time has been entered, you can click Close to exit the dialog.

 

 

 

 

 

 

 

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Work Order Tools – 1 of 3


This blog series will highlight some time saving tools that make work order processing more efficient for technicians. This week we will highlight the Labor Timesheet Entry Tool. In the next two topics in the series, we will review the Work Order Rapid Entry Tool and the Enhanced Complete/Close Dialog.

The Labor Timesheet Entry Feature, available from the Tools Menu, allows technicians to quickly enter time expended on multiple work orders from a single screen.

 

The tool is especially valuable for technicians who use printed work orders or a “log sheet” to track their hours, as the time allocated to specific work orders will be readily available. Rather than retrieve each individual work order to enter hours, the technician can use the Labor Timesheet Entry Tool to enter all hours into one simple screen.

Time can be entered on up to 15 work orders at a time. In the area marked for entering new time, the technician specifies the Work Order #. If the number is not known, the user can double click in the field to obtain a Work Order Lookup. After the Work Order # is entered, the reason code is displayed and comments can be entered if needed:

 

The time worked on each day is then entered on the right side of the dialog. The page defaults to the current week, but the arrows next to the dates can be used to move to different weeks. As hours are entered for each work order, the total hours for each work order are displayed in the far right and the total for each day is displayed at the bottom of each column:

 

Once time has been entered, the technician clicks on Apply. The page refreshes with the newly entered time listed at the top section of the dialog, allowing the work orders to be “completed” using the Complete/Close Dialog.

 

Supervisors and administrators can also use this feature to enter time on behalf of others. Users with permission to enter time for “multiple” labor records will have a dropdown displayed at the top of the dialog to select the labor record for which time is to be specified:


  

Coming Next Week…

In next week’s second blog in this series, we will review the Work Order Rapid Entry Tool, a feature that allows for quick entry of new work orders.