Configure time recording categories for Field Service Management

You can configure time recording categories to align with the work your Field Service agents do.

Before you begin

Role required: wm_admin

Procedure

1. Navigate to All > Time sheets > Time cards > All.

2. Select New.

3. Select and hold (or right-click) on the word Category and select Configure Choices.

4. Choose one of the following:

   • To add a new category: Type the new category name in the Enter new item: field and select Add in the lower part of the screen.
   • To add an existing category: Select the category from the Available column and select Add.
   • To remove an existing category: Select the category from the Selected column and select Remove.
   • To change the order of the categories: Select the category in the Selected column and select Move up or Move down.
   • Select Save.