This article provides a step-by-step guide on how to add timesheet activities in BigChange. These activities will appear as options for mobile workers, making it easier for them to log their non job related time/tasks. This feature is crucial for efficient task management and accurate record keeping.
Navigating to the Timesheet Activities Section
To add activities, follow these steps:
- Navigate to the [Top menu] Profile (Icon).
- Select Admin settings.
- from the side menu, select Forms.
- Select Timesheet Activities.
Adding Categories and Assigning Colours
Once you're in the Timesheet Activities section:
- Select the Resource Group.
- Select the Add button to create your custom activity
- Give it a name and select a worksheet (please refer to the article on Timesheet Worksheets for more imformation)
- Select Save
- To assign a different colour to the activity, select and edit the activity.
- You can also change/add a worksheet and choose whether this is a 'Working activity' or not by ticking the 'Is a working activity' tick box.
These categories will appear on the mobile devices as shown in the image above.
Sending the Updates to Mobile Devices
After you've added the categories and assigned colours, you must send the updates to the mobile devices. To do this, simply press the Send button. This step is crucial for the resources to be able to access the new activities on their devices.
Conclusion
Adding timesheet activities in BigChange is a straightforward process that can greatly enhance task management for mobile workers.
Remember to always press the Send button after making changes to ensure that the updates are accessible on the mobile devices.
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