Activity Visible on a Time Entry when Appointment is Converted to Time Entry
Would it benefit your business if you could track the movement of the appointment once it is converted into a time entry? This would provide you with; who the appointment was assigned to and movements of the appointment prior to it becoming a time entry.
In TimeTrak from version 3.2.25, Professional users can see appointment activity details on a time entry if the appointment is converted to a time entry.
As per the below example against the time entry in the activity tab.
Professional users can see details of the appointment history:
Some good examples of how this could be helpful are:
- Providing service coordinator’s the ‘history’ of the time entry
E.g. If the appointment was moved or if it was re-assigned and who reassigned it. That way they can follow up with the correct staff member.
- Provide managers with history of time entries.
E.g. If a staff member is constantly re-scheduling appointments when they shouldn’t be or assigning their work to other staff member’s managers now have a record of this.
If you have any further questions please contact the TimeTrak team via email: [email protected] or phone NZ: 0800 12 00 99 AU: 1800 60 80 77
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