You can record a time record using the Report Asset button on the following Cards, where the functionality is identical:
- Main Card
- Case Card
- Client Card
- User Card
In this article, we will record a time record on the Main Card.
Click the Report Asset button.
The following dialog will appear.
Click the Select a Case... drop-down dialog and a list of your ongoing Cases will appear.
You can search for the Case you want by scrolling through the list or type in the field using the following information:
- Case Name
- Case Number
- Client Name
- Client Number
When searching for a Case using the Client Name or Client Number, you may see all ongoing Cases for that Client, even if you are not a Case Participant. These cases will be labeled as 'Not Part Of' on the right-hand side.
Although you can select the Case you are not a part of and record time into it, please note that you will need to wait for the time to be approved before you can access the Case as a Case Participant.
Select the Case you want once it appears on the list.
After selecting the Case, you have the option to open it in a new tab by clicking on the 'Arrow'-icon, or proceed to the next step.
Click the Select Activity Type... drop-down dialog.
Scroll through the list or search for a specific activity type you want by typing its name in the field.
After selecting an activity type, if it already has a default description, it will be automatically entered in the field. If there is no default description or if you want to change it, you can click on the field and type in your desired description.
The current date is already pre-selected by default. If you need to record time for a past date, click on the Calendar field and select the date you want.
Enter duration you spent on the activity on the Duration field.
For more information about setting the unit of Time, click here.
If you want to specify the exact time you started the activity, enter the start time on the From field, and the total duration will be automatically calculated and displayed in the To field.
Or you can click on the Start Timer button to automatically record the time you spend on the Activity, from start to finish, or proceed to the next step.
For more information about Timer function, click here.
Deselect the following option if the time record will not be billable, or proceed to the next step.
If you have 'Assistant'-role, as in the article, you will have access to an additional field that allows you to report time on behalf of other Users.
For more information about reporting time on behalf of other users, click here.
Click the Register button if you want to continue recording more time records. Please note that the Register button will keep the Case and activity type selected, but the description field will be cleared.
Or click the Register & Close button and you are done.
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