My Timesheets - Technician View

The My Timesheet module allows technicians to track, edit, and submit timesheets for approval. View your open, pending, and closed timesheets. You can add or edit activities before submitting a timesheet for approval, if required.

Edit timesheets

You can edit open timesheets that have not been submitted.

1. Go to My Timesheets > Open.
2. Hover over the desired timesheet and select Edit.
3. Apply the desired changes.
4. Select Save.

Edit activities

1. In the Activities grid, hover over the activity and select Edit.
2. Update the fields as needed.
3. Select Save.

Add activities

1. In the Activities grid, select Add New.
2. Select an Activity from the list.
3. If required, associate the activity with a task or work order:
   • Select a Task ID if the activity is configured for tasks.
   • Select a Work Order ID if the activity is configured for work orders.

   If the activity does not support association, this option is not available.

4. Enter a Start Time and End Time.

   The system calculates the duration automatically.

5. Select Save.

Submit a timesheet

Select Submit when the timesheet is complete.

After submission, the system sends a mobile notification to the technician.

If approval is required, the timesheet moves to Pending Review. If approval is not required, the timesheet moves to Closed with the status Approved.

Timesheet conflicts

When you save or update a manual activity, the system checks for conflicts:

• Time conflicts: Activity times cannot overlap with other entries in the same timesheet.
• Task duration limits: Task work cannot exceed the task duration.
• Overtime during shifts: Overtime cannot overlap with scheduled shift hours.

If the system detects a conflict, choose one of the following:

• Override: Save the entry and mark it as overridden.
• Cancel: Return to the form to update the entry.

Validations apply only to templates that track activities by tasks. Templates that use work orders do not include these validations.

Technicians can't submit a timesheet if it exceeds the maximum working hours defined in the assigned template.

Track timesheet approval

If a timesheet template requires approval, dispatchers must review each submitted timesheet and either approve or reject it.

To check the status of your timesheet, go to My Timesheets > Pending Review. This module displays all timesheets submitted for review.

Rejected timesheets

If a dispatcher rejects a timesheet:

• The timesheet moves back to My Timesheets > Open.
• The status updates to Open (Rejected).
• The system sends a mobile notification to the technician.

Approved timesheets

If a dispatcher approves a timesheet:

• The timesheet moves to My Timesheets > Closed.
• The status updates to Approved.
• The system sends a mobile notification to the technician.