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Field Service forum

Time Clock system

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Posted on by 6

Hi,

We are using the D365 field services. The system can track time by completed work order. However we need to add on top of that to track the time when the resource was idle like a time clock entry. How this can be achieved?

Thanks

Sam

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  • Fannie30 Profile Picture
    2,990 Moderator on at

    Can you provide some examples.  I’m not sure I’m following. Do you mean capturing break time or idle time?  

  • Samkh Profile Picture
    6 on at

    Correct we want to track the idle time so by the end of 2 weeks we can generate a comprehensive timesheet Trx output for an outsourced payroll system.

    Hopefully without any customization!

    Thanks

    Sam

  • Fannie30 Profile Picture
    2,990 Moderator on at

    When resources using the field service mobile app change the booking status, it captures timestamp records.  You can use that to capture the break time on a job. If you need to do more than that - such as capturing time when not on a job, you could use time entries from PSA or with some minor configuration modifications

  • Samkh Profile Picture
    6 on at

    We need to track time when not on a job ( on top of when on a job).Will PSA system be able to recognize the time spent on a job in FS? The goal is have one consolidated timesheet trx report.

  • Fannie30 Profile Picture
    2,990 Moderator on at

    Yes it can be extended and it’s been done many a time.  Workflows, configurations etc.  

  • Verified answer
    Fannie30 Profile Picture
    2,990 Moderator on at

    there are many consultants out there, including myself that have used PSA Time Entry entities and concepts and configured/customized it to work with Field Service.  

    Here's a great blog article by Antti Pajunen on how he did just that:  powerusers.microsoft.com/.../182194

  • Samkh Profile Picture
    6 on at

    This is helpful. Thank you!

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