Time Reporting

In the mobile client, users can report time for person resource usage on a task. This applies to Work Tasks, Request Work Tasks, Bundle Tasks, and Crew Tasks. Time can be reported manually by the executing resource or automatically if auto-time reporting is enabled. The rules for time reporting vary based on the resource type executing the task.

1. Reporting Person Resource Usage with Employment to the Task Company

Time can be reported manually by the executing resource or automatically if auto-time reporting is enabled.

Manual Time Reporting

A Person Resource executing a Work Task or Request Work Task can manually report time for themselves (logged-in resource) and other resources working on the same task.

For service-related activities, the Time Type can be specified to generate corresponding sales lines with relevant price information.

Auto Time Reporting

If automatic time reporting is enabled in the workflow configuration, time transactions (clocking records) are automatically created based on work assignment status changes:

• On Route: This status will generate a clock-in transaction, to automatically capture travel time.
• Pause Travel: This status will clock out travel time.
• Continue Travel: This status will generate a clock-in transaction, to automatically capture travel time.
• Continue: This will generate a clock-in transaction.
• Waiting at Location: This status will generate a clock-out transaction for travel time and a clock-in transaction for work performed.
• Start Work: This status will generate a clock-out transaction for travel time and a clock-in transaction for work performed.
• Complete / Incomplete / Pause Work: These statuses will generate a clock-out transaction for work performed.
• Continue Work: This will generate a clock-in transaction.

2. Reporting Person Resource usage in Bundle Tasks

Report on Bundle Task : Time can be reported automatically (based on state changes) and manually by the user. Time is reported on Bundle Task level.

The time reported on bundle task gets distributed among connected tasks once the time transaction is synched to back office and distributed transactions

can be reviewed in Linked Time Reports. This functionality is available only when online.

Report on Connected Task : It is also possible to use Time Reprt action on connected tasks to report Time. The general functionality available for a normal Work Task is enabled for the action.

3. Reporting Person Resource usage in Crew Tasks

        Auto Time Reporting

Automatic time capture when the leader executes the work assignment is created on the crew resource level.

• The Primary Resource Group and the Default Time Type defined on the Crew Resource are used when creating the work time clocking.
• The Default Travel Resource Group and the Travel Time Type defined on the Crew Resource are used when creating the travel time clocking.
• Time reported for the crew is split into member reports on the server side once it is synchronized from the mobile device to the server. Each individual member's time report record is then pushed back to mobile.
• The member-level time records can be viewed under crew time details. This is an online-only view.

Only the crew leader can modify/delete time reports reported for the entire crew, whereas any member can modify/delete member-level records (split time) on mobile.

• Modifying or deleting the crew-level time reports by the leader will also modify or delete the respective member-level records.
• Modifying or deleting member-level time reports will not affect crew-level time reports.

         Manual Time Reporting

Only the crew leader can report time for the entire crew.

• The crew time is split in the backend to the member level and is pushed back to the mobile.
• The member-level time records can be viewed under crew time details when the device is online.

Only the crew leader can modify/delete the crew-level time reports, whereas any member can modify/delete member-level records (split time) on mobile.

• Modifying or deleting the crew-level time reports by the leader will also modify or delete the respective member-level records.
• Modifying or deleting member-level time reports will not change or delete other member time records or crew-level time records.

Both the leader and member can report time on the person's resource level.

4. Reporting Time for Secondment Resource and for Resource Without Employment

There are three types of resources that can execute a Work Task or Request Work Task:

• Normal Resource – Has employment in the task company and follows standard time reporting rules.
• Seconded Resource – Has employment in another company.
• Resource Only – Has no employment.

Last two types of resources can also Report Time for the logged-on resource and for other resources that could work on the same Work Task.