Setup
You will need the following permission in your security group:
Can change site configuration settings.
Click here to learn about permissions and security groups.
Session Types categorise timesheet entries, such as Leave, Toolbox Meetings, Travel or Work. Performing Task and Travelling are default session types and should not be modified.
How to add or edit a SESSION TYPE
1. Navigate to Control Panel > Task session types and click + Add to create a new session type or the pencil inside a square icon to edit existing ones.
1. Navigate to Control Panel > Task session types and click + Add to create a new session type or the pencil inside a square icon to edit existing ones.
2. Complete the following fields:
2. Complete the following fields:
Label: The name of the session type displayed on the web and the app.
Key: The system field used to identify the session type, auto-generated from the name in lowercase with underscores.
Is Active: Indicates whether the session will appear is active.
Colour: Select a colour from the dropdown to visually differentiate the session type on the scheduler.
Verb: Text to describe action, e.g. "Performing" or "Travelling to"
Order: Order relative to other types.
Is Work: Check the box if the session should count towards the technician’s worked hours. For example, leave does not count, but performing a task does.
Is Taskable: Check the box to make the session taskable, allowing technicians to select it when working on a task.
Is On Site: Check the box to indicate the technician is onsite during the session, which assist with reporting on productivity levels.
Show on scheduler: Check the box to show the session on the appointment scheduler, recommended for sessions like leave or lunch that affect task scheduling.
3. Click Create Task Session Type or Update Task Session Type.
3. Click Create Task Session Type or Update Task Session Type.
Recommended steps