Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

When external service providers check in and out of your locations, the Check-In/Out information is automatically added to Service Automation. If necessary, you may add or edit the Check-In/Out information along with specifying the technician’s name. You may also log the labor for internal services, such as IT services or other internal facilities services.

Image Modified

How to Add Check-In/Out Information

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Add Check In/Out Information
  1. In the Edit <Work Order #> window, click Edit next to Check-in Check-out.

  2. In the Select a Record drop-down list, click New.

  3. (Optional) In the Name field, enter the technician’s name. By default, your username is set.

  4. Set the Work Date using the calendar.

  5. Select the Work Type.

  6. Enter the Work Start Time and Work End Time. The total work hours are displayed at the bottom of the screen.

  7. Click Save. A confirmation message appears at the top of the pop-up window.

  8. Click Close

How to Update Check-In/Out Information

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Update Check In/Out Information
  1. In the Edit <Work Order #> window, click Edit next to Check-in Check-out.

  2. In the Select a Record drop-down list, click the desired record.

  3. Modify the desired fields.

  4. Click Save. A confirmation message appears at the top of the pop-up window.

  5. Click Close

How to Delete Check-In/Out Information

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Delete a Check In/Out Entry
  1. In the Edit <Work Order #> window, click Edit next to Check-in Check-out.
  2. In the Select a Record drop-down list, click the desired record.
  3. Check the Delete box.
  4. Click Save. A confirmation message appears at the top of the pop-up window.
  5. Click Close


Note

It is also possible to add, edit, or delete the Check-In/Out information by viewing work order details. See Check-In/Out in Viewing Work Order Activity, for more information.


Live Search
spaceKeySCU
additionalpage excerpt
placeholderSearch our Knowledge Base
typepage
labelsfm

Panel
titleColor#ffffff
titleBGColor#5fa7d0
borderStylegroove
titleIn this Article

Table of Contents
maxLevel3
minLevel2
indent20px

Panel
titleColorwhite
titleBGColor#75a346
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max8
showSpacefalse
sorttitle
cqllabel in ( "check-in" , "check-out" , "serviceprovidercheckin" ) and space = currentSpace ( )