Updating Service Provider Check-In/Out Information
When external service providers check in and out of your locations, an entry is automatically added to Service Automation. For internal services, such as IT services or other internal facilities services, you may log the work dates and times services are rendered.
⦿ 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.
- Enter your name.
- Enter the Work Date using the calendar.
- Enter the Work Start Time and Work End Time. The total work hours displays at the bottom of the screen.
- Click Save. A confirmation message appears at the top of the pop-up window.
- Click Close. The Edit <Work Order #> page displays.
⦿ 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 entry.
- Modify the desired fields.
- Click Save. A confirmation message appears at the top of the pop-up window.
- Click Close. The Edit <Work Order #> page displays.
⦿ 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 entry.
- Check the Delete box.
- Click Save. A confirmation message appears at the top of the pop-up window.
- Click Close. The Edit <Work Order #> page displays.
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