Customer service agents can record time worked on a case or case task as well as time spent on other activities.

Before you begin

Role required: sn_customerservice_agent

About this task

Agents can record time worked from a case or case task. Time worked can be recorded regardless of the case or task state. Agents can also record time worked from the Time Sheets module by navigating to Time Sheets > Time Recording > My Time Worked.

When an agent creates a time worked record, a time card and time sheet are automatically created for the week based on the work date. The time card is created for the task and the category type. The total hours recorded on each time card are recorded on the current time sheet in the Time Cards related list.

Procedure

  1. To record time worked from a Case form or Case Task form.
    OptionDescription
    Platform interface Navigate to a case or task and click Record Time.
    Agent Workspace Navigate to a case or task, click the more UI actions icon (More UI Actions icon.), and click Record Time.
    This action opens a Time Worked form with the Task and User fields already populated.
  2. To record time worked from the Time Sheets module.
    1. Navigate to Time Sheets > Time Recording > My Time Worked and click New.
      This action opens a Time Worked form with the User field already populated.
    2. Select a task number in the Task field.
  3. Select the Work Date.
  4. Select a Category for the time being recorded.
  5. Fill in the Time worked.
  6. Provide any additional information in the Comments field.
  7. Click one of the following actions.
    OptionDescription
    Platform interface Click Submit.
    Agent Workspace Click Save.
    The Time Worked form is saved and added to the following lists:
    • The Time Worked related list on the Case or Case Task form.
    • The Time Cards related list on the current Time Sheet form.
    • The Time Worked list in the Time Sheets module.

    If this entry is the first time worked entry for the selected category, a time card is created for that category. If a time card for the category already exists, the time worked record is added to that card.