Report Time on Case or Case Task

Explanation

This activity is used to report the time taken for work done on cases or case tasks. If IFS/Project is installed in the database, the reported time will be updated to the connected customer project. Invoicing of this time will be possible through the customer project if you set the case or case task to Invoiceable.

Prerequisites

To perform this activity, the case or case task must have already been created.

System Effects

If IFS/Project is installed in the database, the Project Time Registration/Day tab will be updated as a result of this activity.

Window

Case
Case Task

Related Window Descriptions

Case
Case/Case Tasks
Case Task
Case Time Report

Procedure

  1. Open the Case or Case Task window and query for the relevant record.
  2. Right-click on the Case or Case Task window (or after selecting the case task on the Case/Tasks tab) and click Time Reporting. The Case Time Report window is opened.)
  3. The Item Type field will be filled according to how you accessed the dialog box. You can change it if necessary.
  4. If reporting time for a case task, modify the value for the Task ID field if necessary.
  5. Optionally, modify the value in the User ID or Employee ID field.
  6. Enter a value in the Hours field.
  7. Optionally enter/select data in the Report Code, Account Date, Project ID, Internal Comments, Invoiceable and Invoice Comments fields.