Issue/Symptom/Question

How do I process non-Productive time like vacation using MFS?

Applies To

PENTA for Windows

Service Management>Scheduling>Service Dispatch - Task Based (Web)

Mobile Field Service>My Work List

Mobile Field Service>Ticketing>Labor

Service Management>Setup>Non-Productive Tasks

Resolution/Fix/Answer

Steps:

• Non-Productive Tasks must be setup before they can be dispatched to the field
  • Navigate to Service Management > Setup > Non-Productive Tasks
  • Create a full list of non-productive tasks. 
    • Each task will have a default general ledger account assigned. 
    • When service technicians record time against the task, the wage expense will get debited to the GL account assigned
    • Examples:
      • Training
      • Meetings
      • Vacation/PTO
    • Optional, you can assign unique GL Account numbers by OU, for a given Non-Productive Task using the 'Account by OU' button
• Dispatcher assigns a non-Productive Task to a Service Technician
  • Navigate to Service Management > Scheduling > Service Dispatch - Task Based (Web) 
  • Selected the Assign Non-WO Tasks option for a specific service technician
    
  • Select a task
  • Assigns it a Status to appear on the MFS device
  • Indicates the Start Date and Time and whether it is All Day or not
  • Indicates the Estimated Hours for that day using the Duration field
  • Selects a PTO Category if applicable
  • Optionally adds Comments to the Task

• Service Technician see's the non-Productive Tasks on his Mobile Field Service device

• Service Tech changes the Status to In Process and then navigates to the Labor part of the Ticket and records the proper start time
• Click on Change Current Status and select Work Completed
• Click on the pencil on the right to change the end time to be the correct end time for this Task

• Click Mark as Approved and then select Submit Ticket
• Payroll will import the non-Productive time in the Time/Equipment/Production Units Entry window