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.
⦿ How to Add Check In/Out Information
- In the Edit <Work Order #> window, click Edit next to Check-in Check-out.
- In the Select a Record drop-down list, click New.
- (Optional) In the Name field, enter the technician’s name. By default, your username is set.
- Set the Work Date using the calendar.
- Select the Work Type.
- Enter the Work Start Time and Work End Time. The total work hours are displayed at the bottom of the screen.
- Click Save. A confirmation message appears at the top of the pop-up window.
- Click Close.
⦿ How to Update Check In/Out Information
- In the Edit <Work Order #> window, click Edit next to Check-in Check-out.
- In the Select a Record drop-down list, click the desired record.
- Modify the desired fields.
- Click Save. A confirmation message appears at the top of the pop-up window.
- Click Close.
⦿ How to Delete a Check In/Out Entry
- In the Edit <Work Order #> window, click Edit next to Check-in Check-out.
- In the Select a Record drop-down list, click the desired record.
- Check the Delete box.
- Click Save. A confirmation message appears at the top of the pop-up window.
- Click Close.
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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