Time Management Case Life Cycle
Time Management comes with the Time Entry case type, with which you enter, manage, and track time. Users can log their time spent for the current day.
Time Entry case type
The Time Entry case type can be used to capture, submit time entries for approval, and resubmit rejected time entries on a daily basis. Caseworkers have multiple opportunities to record their time throughout the workday, or they can enter their time for the entire day and submit it for approval as part of their end-of-day activities.
The following figure shows the Time entry
case type:
When a user enters their time, Time Management moves the case to the Approval stage for their work group manager's approval. The manager reviews the time entered and has the option to approve or reject the time entries. The following figure shows the Time entry case creation screen:
If the time entry is rejected by the manager, users have the option to revisit the case. They can adjust the time entered and then resubmit the case for approval.
Touchpoint report
The Touchpoint report feature provides users with the details of their work done on a specific day by displaying a history of the cases that the user has worked on.
The report is available at the case level and can be accessed in the New Time entry creation window. After a user clicks the Touchpoint report link, the system displays a new window containing the user's case history for the specified day.
The following figure shows the Touchpoint report for the user:
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