Overview
Clock on and assign custom statuses to each Line Item for enhanced job tracking and management.
π₯ Access Permissions: only available to users with assigned permissions for accessing Sales Orders and Workflow. Please review user roles prior commencing.
πWhere to find it in the app:
Sales
>Sales Orders
> select a Sales Order >Tracking
orCustomers
> select a Customer > select a Sales Order >Tracking
π‘Tip: it's important to review Time Tracking
Settings under Account Settings
before commencing. This ensures accurate time management and prevents configuration issues.
Key features
Search
Quickly locate Line Items/Product or where a Team member is currently Clocked On.
Add manual time entry
Add time entries manually via an accessible button, automatically linking the entry to the relevant Sales Order for accurate tracking.
Hours estimated
Display the total Labour Hours added on the Sales Order.
πNotes:
Hours worked
Shows the actual hours Team members have clocked onto the Sales Order.
πNotes:
Team members are searchable using the Search field
Editing time entries is permitted based on Roles/User Types; review permissions for Timesheet editing
Clicking Hours worked provides a detailed breakdown of total worked hours.
Hours scheduled
Displays the total number of hours scheduled on the Planner for the Sales Order.
πNotes:
Team members are searchable using the Search field
Clicking Hours scheduled shows a detailed breakdown of scheduled hours.
Line Item/Product details
Quantity and Product: Displays the list of Line Items/Products along with their quantities added to the Sales Order
Clocked On: Displays initials of the Team member currently clocked on to the Line Item/Product
Actions: Play button to start time tracking, pause button to stop
Time worked: Total hours tracked per Line Item/Product
Status: Assigned Tracking Status for each Line Item/Product if required.
πNotes: use +
or β
to collapse or expand Product Kits.
Tracking Status
How to create Tracking Status via Tracking tab
Click
None
or the current Status currently assigned to a Line Item/ProductSelect
Create status
Enter a Status name and choose a colour from pre-assigned options, add a HEX code, or drag to select a custom colour.
Click
Save
.
πNotes:
How to assign/change a Tracking Status of a Line Item/Product
Locate the desired Product Line Item
Click
None
to assign or click the current Status to changeSelect or search for the desired Status from the list.
How to delete/edit a Tracking Status created via Tracking tab
Only statuses created via Tracking tab can be deleted or edited here.
Edit
Delete
Hover over the status to reveal the
edit
optionClick on
Delete
.A confirmation pop-up will appear; confirm the deletion by selecting
Delete status
.
How to track Hours worked on Line Item/Product
Clock On
Click the play button next to the Line Item/Product
Select the Team member from the dropdown list
Click
Clock On
.
πNote: hours tracked automatically add to Team membersβ Timesheet records with the Sales Order number linked.
Add manual time entry
πNote: hours tracked automatically add to Team membersβ Timesheet records with the Sales Order number linked.
How to Clock Off on Line Item/Product
Click the pause button next to the Line Item/Product that has been Clock On
Select the Team member from the dropdown list
Click
Clock Off
.