IMMS/Job Connect uses Case records to track all work performed under a Contract. Cases are very specific in nature (i.e., Issues to resolve, collection of Tasks to be performed, System Elements associated with work, etc.), and track the time to certain performance milestones (e.g., response, resolution, etc.). However, a Case record, itself, does not track the hours that team members spend actively working on the associated work. For many projects, tracking labor hours is essential.

Job Connect employs the concept of Activities to track labor hours. Activities are form-driven entries that allow Users to log labor hours against a Case, or against a Contract if the billable hours are not related to a specific Case record. Activity entries allow the User to define the hours logged (e.g., Labor, Travel, Delay). For example, an inspector may add an Activity against a Case for thirty minutes of Delay spent waiting for a facility manager to provide access to the equipment. An installer may add a ninety-minute Labor Activity to a Work Ticket for the time spent replacing a battery. A Project Manager may create an Activity against a Contract for a 4-hour all-hands meeting.

Note: In order to add Activities to a Contract, Activity Categories must be configured by the Instance Administrator. Additionally, Activities can be marked as billable only if Billable Activities are enabled with the Contract configuration and Service Rates and Terms are defined.

This article provides information and guidance on these topics related to managing Activities.

Adding an Activity

An Activity can be added (i.e., created) from multiple views within the Job Connect. Labor hours can be associated with:

• A Contract via the Settings menu
• A Case via the Case details
• A Work Ticket via the Work Ticket details
• Most records (e.g., System Element, Case, Work Ticket) via their associated Update and status transition forms
• A Task when saving or completing work
• A Case or Contract via the Timeline view

Adding an Activity from any of the above mentioned views or forms will open the Activity form. The illustrations below provide information and guidance for completing the Activity form.

Editing an Activity

Once created, an Activity record is accessible from the associated record's details or, for Assignees, from the Timeline view. Selecting the Activity from either scenario will open the Activity details, where an Edit option is available.

The following images illustrate how to access the Activity edit form from the Timeline view and from the Activities view option within the Case details or Work Ticket details.

Note: The ability to edit an Activity by dragging and dropping it within the Timeline view is also supported and illustrated below.

Deleting an Activity

1. Access the desired Activity, in the manner described in the Editing an Activity section above. 
2. Swipe left on the Activity record.
3. Delete