Manage and Add Favorite Resources to Work Orders

Manage and Add Favorite Resources to Work Orders

As of version 17.0, users can now favorite resources on work orders to easily add resource time for employees and equipment.

About Favorite Resources

Users can favorite resources they frequently add to work orders to make time tracking and work assignment more efficient. When a resource is favorited, the resource is added to a favorites list, increasing user preference and selection. Adding resources to favorites as well as adding favorite resources to work orders can be done on all devices.
Info
Note: As of now, users can only favorite employees and equipment. Favoriting contractors is not yet supported.

Add a Resource to your Favorites List

Web
Tablet
Phone
Web
To add a resource to your favorites list for the first time on the web, follow the steps below. New additions to your favorites list must always be added via the +Add Multiple feature. After this is done, the favorited resources will be available to add via +Add or +Add Multiple.
  1. Open a work order record.
  2. Go to the Resource section and click the drop-down arrow next to +Add.
  3. Select Add Multiple.
  4. In the menu that appears, click the heart next to any of the resources listed to add them to your favorites.
    1. Reminder: Users can favorite employees and equipment, not contractors, to add to their favorites list.
Tablet
  1. Open a work order.
  2. Tap the Resource tab.
  3. Tap +Resource.
  4. Tap the Resource Name field.
  5. Tap the All tab to see all available resources.
  6. Tap the heart next to a resource to add it to your favorites list.










Phone
  1. Open a work order.

  2. Tap the Resource tab.
  3. Tap +Add New.
  4. Tap the Resource Name field.
  5. Select the All tab to view all available resources.
  6. Tap the heart next to a resource to add them to your favorites list.
    1. The favorites list is accessible via the Favorites tab.









Add a Favorited Resource to a Work Order

Web
Tablet
Phone
Web

Add a Single Favorite Resource

  1. Open a work order record.
  2. Go to the Resource section.
  3. Click +Add.
  4. Click the Resource Name drop-down. Here, you will see a list of employees (or equipment, if equipment is selected).
  5. Select a resource from the list and add information such as Pay Type and Estimated or Actual Hours.
  6. Click Attach.

Add Multiple Favorite Resources

  1. Open a work order record.
  2. Go to the Resource section and click the drop-down next to +Add.
  3. Select Add Multiple.
  4. Click Favorites in the top right of the pop-up to view your previously favorited resources.
  5. Select resources by clicking the checkboxes next to them.
  6. Click Attach.
  7. Enter the information for each resource. This might include Pay Type or whether the time added is Estimated or Actual Hours.
  8. Click Attach. The resources and their time will now be attached to the work order.

Tablet
  1. Open a work order.
  2. Tap the Resource tab.
  3. Tap +Resource.
  4. Tap the Resource Name field.
  5. You will see a list of favorited resources. Tap a resource to select it.
  6. Tap Done.
  7. Enter additional information about this resource, such as Pay Type and Estimated or Actual Hours.
  8. Tap Done.

Phone
  1. Open a work order.
  2. Tap the Resource tab.
  3. Tap +Add New.
  4. Tap the Resource Name field.
  5. Your favorite resources will be displayed. Tap to select one, then tap Done.
  6. Enter additional information, such as Pay Type and Estimated or Actual Hours.
  7. Tap Done.

 

Add Resource Field Definitions

Field
Definition
[EMPLOYEE ONLY] RoleThe role of the resource. Selecting a role dictates who appears in the Resource Name field (e.g., selecting Supervisor will only allow supervisors' names to display).
 [EQUIPMENT ONLY] Type
 The type of equipment. Selecting a type dictates what   appears as an option in the Resource Name field (e.g.,   selecting Heavy Equipment will only allow resources   categorized as heavy equipment to display_.
Resource Name
The name of the resource for which you are adding time.
Date
The day the work was performed.
Pay Type
The pay type (e.g., Regular or Overtime). Adjusts Unit Cost based on the rates configured for the employee or equipment.
Estimated Units
The estimated amount of time that will be spent on the work order, if the work order is being assigned.
Actual Units
The actual amount of time that was spent on the work order by the resource.
Unit Cost
The resource's rate. Changes according to Pay Type.
Total Cost
Automatically calculates using Resource Unit Cost x Actual Units.
Comments
Comments or notes on the time entry.
 Trip
 Not currently used.
 [EQUIPMENT ONLY] Operator Name
 The name of the person who operated the equipment.




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