Steps in the screenshots correspond to the numbers in the headings.
In this training document we will look at adding labor lines for yourself, for another tech and for multiple techs.
You do NOT have to be a member of the Team to add Labor to a Task. Previously you would receive a message telling you to contact the Planner/Scheduler to add you to the team before you could continue. This is no longer a requirement.
Adding a Labor line for yourself:
In the Task tab of the Mobile App, go to the Task Menu by highlighting a task from the list displayed.
In this case, the Task is in All Open Tasks.
1. Select the Labor icon in the Task.
2. Select the + icon on the top right to to add a new Labor line.
3. Select a technician(s).
4. Select a Line Code.
Unless specifically instructed by your Site Manager or Planner Scheduler, the line code will ALWAYS stay at Labor.
5. Click the calendar to enter a Start Date/Time. Be sure to select DONE.
6. Click the calendar to enter an End Date/Time. Be sure to select DONE.
7. Select if this is billable.
8. Enter Comment (describe what was done for this Labor entry).
9. Select SAVE.
10. The Labor line will be entered under the icon.
Adding a Labor line for another tech:
11. Select the Labor icon in the Task.
12. Select the + icon n the top right to to add a new Labor line.
13. Select the Technician drop-down arrow by your name.
14. Deselect your name and select another Tech's name.
15. Select Line Code.
Unless specifically instructed by your Site Manager or Planner Scheduler, the line code will ALWAYS stay at Labor.
16. Enter Start Date.
17. Enter End Date.
18. Enter Notes (describe what was done for this Labor entry).
19. Select if Billable.
20. Select SAVE.
21. The Labor line will be added.
Adding Labor for Multiple Techs:
22. If multiple Techs worked on the same job, they can all be added at the same time by selecting multiple names during the creation of the Labor line. Fill Line Code, Start Date, End Date and Notes normally. Each tech will be given their own line.
23. Notice the number on the badge of the Labor icon will reflect the number of Labor lines entered.
Remember! Any information you added in Labor will automatically populate in the NOTES.
The Notes show as created by the person who actually entered the Labor entry, not the person whom the Labor entries are for.
24. To Delete the Labor line, swipe left on the labor line and click Delete. Click Yes to Confirm.
25. To Edit the Labor line click on the labor line. Edit will allow you to change the Technician, Line Code, Start Date, End Date and if it is Billable.
The ability to Edit or Delete a Labor line will only be available to the user who CREATED the Labor line, the person listed as the Technician or any Supervisory Personnel.
0 Comments
Add your comment