Task Time Records

Once a Task has been logged it can be assigned to a Resource to complete the works. Each Resource can be assigned their own Time Record(s) to the details of each visit.

Task Management > Advanced Helpdesk - Time Records

Task Management > Task Appointments - Time Records

Task Management > Timesheets - Time Records

The link will open the Advanced Helpdesk / Time Records grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Time Record click New , to edit an existing Time Record click Edit . A pop up window will appear which will allow the creation or amendment of a Time Record.

Available from 6.2.0.0

When creating and assigning time records to Resources, the prompt for completing Work & Access Survey Templates has been updated as follows:

  • If the Survey Response Behaviour in MRI Evolution is set to Required for each Assigned Resource a check whether a Response has already been provided for this Task and Resource will occur

    • If a valid response is found then allow the user to continue with no prompts

    • If no valid response is found the following on-screen message will be displayed - "This Task requires a response to one or more Work Surveys prior to assignment. Please go to the Surveys menu in this Task to submit a response"

  • If the Survey Response Behaviour in MRI Evolution is set to Required once per Task a check whether a Response has already been provided for this Task will occur

    • If a valid response is found then allow the user to continue with no prompts

    • If no valid response is found the following on-screen message will be displayed - "This Task requires a response to one or more Work Surveys prior to assignment. Please go to the Surveys menu in this Task to submit a response"

Time Record - Assignment Tab

Field Name Description
Filter Resources ...
Resources From the drop down select the Resource to be assigned to the Task.
Discipline ...
Assignment Type ...
Task ID Auto-populated with the Task ID.
Include all Suppliers Resources Check the box to make visible additional Suppliers Resources including ones that are not assigned to the Building of the Task.
Include off - duty resources? Check the box to make visible additional Supplier Resources including ones that are currently off duty - ISM module.
ID Number Auto-populated with the ID Number of the assigned Resource.
Date Scheduled Enter the date the Task is scheduled to be completed.
Time Records Ref Free type ref field that can be used to filter time sheets - if the "Make Timesheet Reference Compulsory" check box is ticked against the Contract, this field will be a compulsory field that must be completed before a Task can be moved to Complete.
Date Started Enter the date the Task was started.
Date Contacted Enter the date that the Resource was Contacted about the Task.
Est Time Enter the Estimated Time to complete the Task.
Date Contained Enter the date the Task was Contained (temporarily fixed or made safe).
Assignment Type From the drop down select the Assignment Type - for more information see Assignment Types.
Est Travel Time Enter the Estimated Travel time.
Status From the drop down select the Time Record Status.
Core Time Enter the hours spent on the Task at core time - if a Resource has core time rates set against them MRI Evolution will start to calculate Labour Costs.
O / T Rate 1 Enter the hours spent on the Task at over time rate 1 - if a Resource has over time rate 1 rates set against them MRI Evolution will start to calculate Labour Costs.
O / T Rate 2 Enter the hours spent on the Task at over time rate 2- if a Resource has over time rate 2 set against them MRI Evolution will start to calculate Labour Costs.
O / T Rate 3 Enter the hours spent on the Task at over time rate 3 - if a Resource has over time rate 3 set against them MRI Evolution will start to calculate Labour Costs.
Travel Enter the hours spent on the Task, Travelling - if a Resource has Travel rates set against them MRI Evolution will start to calculate Labour Costs.
Wait Enter the hours spent on the Task, waiting- if a Resource has waiting rates set against them MRI Evolution will start to calculate Labour Costs.
Divert Enter the hours spent on the Task at divert - if a Resource has divert rates set against them MRI Evolution will start to calculate Labour Costs.
Parking Enter the hours spent on the Task, parking- if a Resource has parking rates set against them MRI Evolution will start to calculate Labour Costs.
Total Auto-calculated with the Labour Costs of the Time Record.
Vehicle Cost Enter Vehicle Costs.
Mileage Cost Enter Mileage Costs.
Distance Travelled Enter distance travelled.
Date Finished Enter the date finished.
Downtime Enter the time the Asset associated with the Task was down / faulty.
Expense Cost Auto-calculated with the expense totals against the Time Record.
Calculated Cost Auto-calculated by adding the Labour Costs and Expense Cost together.
Time between start and finish Auto-calculated to show total hours spent on the Task for this Time Record.
Resolution From the drop down select the Time Record Resolution.

Complete the fields and click Save . Once the Time Record header has been completed and saved a sub navigation will appear to allow additional entities to be assigned.

These include:

  • Expenses

Time Record - Progress Tab

Field Name Description
Filter Resources Filter Resources multi-select drop down
Resources From the drop down select the Resource to be assigned to the Task.
Discipline ...
Assignment Type ...
Task ID Auto-populated with the Task ID.
Include all Suppliers Resources Check the box to make visible additional Suppliers Resources including ones that are not assigned to the Building of the Task.
Include off - duty resources? Check the box to make visible additional Supplier Resources including ones that are currently off duty - ISM module.
ID Number Auto-populated with the ID Number of the assigned Resource.
Date Scheduled Enter the date the Task is scheduled to be completed.
Time Records Ref Free type ref field that can be used to filter time sheets - if the "Make Timesheet Reference Compulsory" check box is ticked against the Contract, this field will be a compulsory field that must be completed before a Task can be moved to Complete.
Date Started Enter the date the Task was started.
Date Contacted Enter the date that the Resource was Contacted about the Task.
Est Time Enter the Estimated Time to complete the Task.
Date Contained Enter the date the Task was Contained (temporarily fixed or made safe).
Assignment Type From the drop down select the Assignment Type - for more information see Assignment Types.
Est Travel Time Enter the Estimated Travel time.
Status From the drop down select the Time Record Status.
Core Time Enter the hours spent on the Task at core time - if a Resource has core time rates set against them MRI Evolution will start to calculate Labour Costs.
O / T Rate 1 Enter the hours spent on the Task at over time rate 1 - if a Resource has over time rate 1 rates set against them MRI Evolution will start to calculate Labour Costs.
O / T Rate 2 Enter the hours spent on the Task at over time rate 2- if a Resource has over time rate 2 set against them MRI Evolution will start to calculate Labour Costs.
O / T Rate 3 Enter the hours spent on the Task at over time rate 3 - if a Resource has over time rate 3 set against them MRI Evolution will start to calculate Labour Costs.
Travel Enter the hours spent on the Task, Travelling - if a Resource has Travel rates set against them MRI Evolution will start to calculate Labour Costs.
Wait Enter the hours spent on the Task, waiting- if a Resource has waiting rates set against them MRI Evolution will start to calculate Labour Costs.
Divert Enter the hours spent on the Task at divert - if a Resource has divert rates set against them MRI Evolution will start to calculate Labour Costs.
Parking Enter the hours spent on the Task, parking- if a Resource has parking rates set against them MRI Evolution will start to calculate Labour Costs.
Total Auto-calculated with the Labour Costs of the Time Record.
Vehicle Cost Enter Vehicle Costs.
Mileage Cost Enter Mileage Costs.
Distance Travelled Enter distance travelled.
Date Finished Enter the date finished.
Downtime Enter the time the Asset associated with the Task was down / faulty.
Expense Cost Auto-calculated with the expense totals against the Time Record.
Calculated Cost Auto-calculated by adding the Labour Costs and Expense Cost together.
Time between start and finish Auto-calculated to show total hours spent on the Task for this Time Record.
Resolution From the drop down select the Time Record Resolution.

Complete the fields and click Save . Once the Time Record header has been completed and saved a sub navigation will appear to allow additional entities to be assigned.

These include:

  • Expenses

Time Record - Notes Tab

Field Name Description
Filter Resources ...
Resources From the drop down select the Resource to be assigned to the Task.

Expenses sub navigation

Expenses can be used to record any incidental costs that a Resource has incurred whilst on a Task.

Task Management > Advanced Helpdesk - Time Records - Expenses

The link will open the Time Record / Expenses grid. It is a grid view that can be customised and sorted as normal.

To add a new Expense click New , to edit an existing Expense click Edit . A pop up window will appear which will allow the creation or amendment of an Expense.

ClosedClick to view - Expense Fields and Descriptions

Complete the fields and click Save and Close .

To create Resources see Resources

Additional Icons

Additional Icons Name Description
Send Evolution Go Notification

Available from 4.5.3

Allows a Evolution Go Notification to be sent to the User. For more information see Evolution Go Resource Functionality
Last Known Location

Available from 4.5.3

Click for a pop up map showing the User's last know Location. For more information see Evolution Go Resource Functionality