General - Timers


Timers can be accessed using the following:


 

Creating a New Timer

Step    Action

  1.      Select {New} under Timers. A New Timer modal window will open.

  2.      Complete the fields.

Field

Description

Name

Enter timer Name.

Rate

Select a Rate Option from the drop-down menu.

Item

Select an Item Option from the drop-down menu, if applicable.

Minimum Time

Enter value for the Minimum Time.

Minimum Type

Select Minimum Type (Timer or Record) option from the drop-down.

Cost Override

Select Yes or No from the drop-down menu.

Price Override

Select Yes or No from the drop-down menu.

Commissionable

Select Yes or No from the drop-down menu.

Taxable

Select Yes or No from the drop-down menu.



  3.      Select {Save} option. 

Save Option

Description


Save and Start


The New Timer is saved and a timer record to be started. A results window will pop-up to confirm timer successfully saved and started.

Select X to close pop-up results window.


Note: The timer will have to be manually stopped once started. (See Stopping a Timer section below)
Save


The New Timer is saved. A results window will pop-up to confirm timer successfully saved.

Select X to close pop-up results window.


Editing an Existing Timer

Step     Action  

  1.      Hover mouse over time entry to be edited. A pencil icon will appear on the 

           right-hand side of the Name of the entry. Select the pencil icon. An Edit 

            Timer modal window will open.

   2.      Make required changes.

   3.      Select {Save} option. 

Save Option


Description


Save and Start


The New Timer is saved and a timer record to be started. A results window will pop-up to confirm timer successfully saved and started.
Select X to close pop-up results window.


Note: The timer will have to be manually stopped once started. (See Stopping a Timer section below)

Save


The New Timer is saved. A results window will pop-up to confirm timer successfully saved.

Select X to close pop-up results window.


Stopping a Timer

An active timer can be visible next to the clock icon on the upper right-hand side of the screen. 

Selecting the timer number will open the page for the active timer.


To stop the timer:

Select the clock icon on the right-hand side of the active timer.

The timer will no longer appear next to the Clock icon on the upper right-hand side of the screen once it has been stopped.


Record Entries

Adding a New Record Entry

Step    Action

  1.       Select {New} under Records from the New Timer or Edit Timer modal window. A New 

            Start Stop modal window will open.


  2.      Complete the fields.

Field


Description


Date

Select Date from the calendar.

Start Time

Enter Start Time.

Stop Time

Enter Stop Time. 


Duration

The Duration will be systemically calculated based on the start and stop time entered.


  3.      Select {Save}. The timer entry will now appear under Records.


  4.       Select X to close pop-up results window.


Quick Adding a Record Entry

Step    Action

  1.       Once the Timer or Edit Timer modal window has been opened, enter hours and minutes 

            under Record in the fields to right hand-side of Quick Entry.

  2.      Select {Add}. A results window will pop-up to confirm Start Stop successfully saved.

  3.       Select X to close pop-up results window.


Editing a Record Entry

Step    Action  

  1.      Hover mouse over record Name to be edited. A pencil icon will appear on the 

           right-hand side of the Name of the entry. Select the pencil icon. An Edit 

           Start Stop modal window will open.

  2.      Make required changes.

  3.       Select {Save}. The pop-up window will confirm Start Stop successfully saved.

  4.       Select X to close pop-up results window.