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Updating Service Provider Check-In/Out Information

When external service providers check in and out of your locations, an entry the Check-In/Out information is automatically added to Service Automation. For 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, you may log the work dates and times services are rendered.

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How to Add Check-In/Out Information

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title⦿ How to Add Check Checki-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. Enter your name.
  4. Enter the Work Date 

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

  5. Set the Work Date using the calendar.

  6. Select the Work Type.

  7. Enter the

     

    Work Start Time

     

    and

     

    Work End Time. The total work hours

    displays

    are displayed at the bottom of the screen.

  8. Click

     

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

  9. Click Close.

    The Edit <Work Order #> page displays.

     

How to Update Check-In/Out Information

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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

    entry

    record.

  3. Modify the desired fields.

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

  5. Click Close.

    The Edit <Work Order #> page displays.

     

How to Delete Check-In/Out Records

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title⦿ How to Delete a Check-In/Out EntryRecords
  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 entryrecord.
  3. Check the Delete box.
  4. Click Save. A confirmation message appears at the top of the pop-up window.
  5. Click Close. The Edit <Work Order #> page displays 


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.


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