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Add History Billing Time  - Ho…

Add History Billing Time  - How to customise the list of standard history entries to add to a case

When you start working on a case, a timer is started and displayed in the bottom left corner. You can Pause and Restart the timer to help accurately record the actual time spent working on the case.

When you finish working on a case or any any point whilst working on the case you can add billing time to record what was done and the time taken.

The following confirmation screen is displayed for you to enter the details of the work carried out and the time taken. You can either manually enter the description or if it's a standard item of work, you can select it from the drop down list.  See the section below on setting up the standard items

 

See Case Timer for more details on the case timer functionality

Setting up Standard History / Billing  items

The list of standard items in the drop down are defined in the System Parameters. (Tools -> System Parameters).

 

 

Parameters with a code of 600 list the items to make available in the "Add History/Minutes " sub-menu on the Case Details form.

Code = 600

ID = Short Name to identify the reason ( This is what will appear in the drop down menu)

Sub ID = The list of case types that this standard entry will be available to . Eg. ACDE will make it available to Case Type A, Case Type C, Case Type D and Case Type E. You can enter * to make it available for all case types

Text Value = This is what will be added to the Case History form - See Below

Integer Value = The number of MINUTES associated with this entry.

-1 in the minutes means the full entry screen will be displayed allowing for the minutes to be entered when the user clicks the relevant entry on the "Add History/Minutes" button on the Case Details form.   The number of minutes should be a maximum of 999 minutes

An example of the history entries created on a case :