Time Entries in the Modern App

The Mobile Time Entries feature in the Modern app lets technicians quickly view, search, and manage their time entries on a mobile device. Time entries are grouped by rate category, show clear date/time and status information, and respect the same security and timesheet rules used in the backend.

Users can:

• Browse time entries grouped by rate category, with per‑category totals and a grand total

• Filter entries by timesheet and status

• Search across key details like category, status, notes, service call, and timesheet label

• Create, edit, and delete time entries (when allowed by timesheet/status)

• Link entries to service calls and appointments, and default the correct resource where possible

All changes are synced with the backend using Dataverse virtual tables, following your company and business unit security rules.

Using Mobile Time Entries

Open the Time Entries Screen

1. In MobileTech, from the main navigation, open the Time Entry screen.

2. Wait for your time entries to load; entries appear grouped by rate category.

Understand the Time Entry List

1. Review the grouped sections on the page:

   • Each group represents a rate category.

   • Each group shows a category total.

   • A total appears for all visible entries.

2. Tap a category header to expand or collapse that group.

3. For each time entry row, review the key details:

   • Date and time range, based on start and end times

   • Service call (if available) in the format Service Call Number – Name

   • Status badge (for example, draft, submitted, approved)

   • Duration (in hours/minutes)

Filter by Timesheet and Status

1. Locate the timesheet selector at the top of the screen.

2. Confirm the default selection:

   • The app automatically selects your most recent timesheet when available.

3. To change the timesheet filter:

   1. Tap the timesheet dropdown.

   2. Choose a timesheet by its label, which includes:

      • Date range

      • Resource name

      • Status

4. Use the status filter (if available in your layout) to narrow entries further (for example, to show only draft or submitted entries).

Search for Specific Time Entries

1. Tap inside the Search field.

2. Type any part of the information you know, such as:

   • Rate category name

   • Status text

   • Notes on the entry

   • Service call number or name

   • Timesheet label details

   • Date/time text

3. Review the filtered list; only entries that match your search text remain visible.

Create a New Time Entry (Manual Entry)

1. On the Time Entries screen, tap Add manual entry.

2. In the time entry form, fill in the required fields:

   • Service call (optional): Use the lookup to select a service call if applicable.

   • Appointment (optional): Use the lookup to select an appointment if applicable.

   • Resource: (how this behaves depends on context):

     • If a specific timesheet is selected, the resource follows that timesheet’s resource context automatically.

     • If All timesheets is selected, a resource lookup is available, and you can select a resource manually.

     • If you opened the form from an appointment context, the appointment’s resource is used as the default.

   • Rate category:
     Note: No default category is automatically selected; you must choose one.

   • Start time and End time: Enter the time range you worked.
     The system validates that the duration is correct before saving.

   • Notes (optional but recommended): Add any relevant description of the work performed.

3. Review validation messages:

   • If start/end times or duration are invalid, correct them before saving.

   • If no valid resource can be determined, the app blocks the save and shows user feedback.

4. Tap Save to create the new time entry.

Edit an Existing Time Entry

1. From the Time Entries list, locate the entry you want to change.

2. Confirm the entry is editable based on its status (for example, certain submitted or approved entries may not be editable).

3. Tap the entry to open the edit modal or detail form.

4. Update any allowed fields, such as:

   • Rate category

   • Start time / End time

   • Service call

   • Appointment

   • Notes

5. Ensure that the:

   • Rate category is still set.

   • Start/end times and duration remain valid.

   • Service call/appointment updates stay consistent.

6. Tap Save to apply your changes.

Delete a Time Entry

1. In the Time Entries list, find the entry you want to remove.

2. Verify that the entry’s status allows deletion (for example, not locked by timesheet approval or status rules).

3. Open the entry and tap Delete.

4. When the confirmation prompt appears:

   • Review the message asking you to confirm deletion.

   • Tap Yes/OK to delete, or No/Cancel to keep the entry.

Sync and Security Behavior (What Users Should Expect)

1. All create, edit, and delete actions are synced using Dataverse virtual tables for time entries, timesheets, and related entities.

2. Device sync handles:

   • Uploading your changes

   • Downloading updates from the server

   • Handling conflicts and sync errors

3. Your ability to view or change data is controlled by:

   • Company and business unit level tenant isolation

   • Dataverse and backend security roles

4. Timesheet and status rules from the backend remain authoritative, which means:

   • Some entries may be read‑only based on their timesheet status.

   • Locks or approvals performed in the back office are respected on mobile.