First Steps with Weekly Reports
You can find weekly reports under Field Service, where you can search for weekly reports or display all weekly reports for a resource.
Display weekly reports for a resource
Click on
under
. Enter a resource number and click on the button
to view all weekly reports for that month for that resource. Use the arrow buttons to change the month. Select a weekly report and click the button
to check the weekly report and edit it if necessary.
Search for weekly reports
Click on
under
. Use the button
in the left column at the bottom. Afterwards you can enter various search criteria to narrow down your search for a weekly report. The right-hand side of the window displays context information about the weekly report selected in the overview. To open a weekly report, click the weekly report number in the corresponding column on the left.
Enter times in the weekly report
If you have opened a weekly report, you can report working times in the "Times" section. To do this, select a weekday and click on
.
Enter the start time ("From") and the end time ("Until") as well as "Travel time" and "Break" in the table. The "Working time" is then calculated automatically on the basis of these entries. If you select a productive activity, tick the column "Productive" and for an unproductive activity, do not set a check mark.
Weekdays for which no times have yet been reported are marked red in the weekly report!
If you want to edit a time record, first select it via the checkbox and click on the
-button. f you want to delete a time record, first select it via the checkbox and then click on the
-button.