Scenario Example
A foreman checked in for work at 7:00 AM. At 8:53 AM, he began using a piece of equipment, specifically a TRAY. As an admin, you want to capture:
The total time the foreman worked.
The precise time the driller was used.
In SiteMax, you can accurately track the time for both a user and the equipment they are using during the same work session. This guide will walk you through the necessary setup for admins and provide a step-by-step guide for users on how to record time for labour and equipment correctly.
To achieve this, you'll need to set up permissions and configurations correctly in SiteMax.
For Admins
Setting Up Time Tracking for Users and Equipment
Step 1: Assign the Permissions
In the users permissions, ensure that each user has Create and Edit permissions for "Time entries (self)."
Step 2: Make sure that Equipment Time Tracking is enabled
Navigate to the Equipment module.
Look for the "Time Tracking?" and ensure that the option is enabled for each equipments.
Step 3: Configure Time Module Settings
Go to Company Settings > Modules Tab > Time Modules > General Settings.
Set the following:
User/Equipment Relation Workflow: Select Labour Workflow.
Equipment: Set to Optional.
Work Type: Set to Required. (Why make it required? Learn more)
Check-in Time (mobile): Select Hidden (prevents users from editing check-in times).
Check-out Time (mobile): Select Hidden (prevents users from editing check-out times).
Click Save.
Step 4: Add Work Types
(What's the need to add work types? Learn more)
Go to Company Settings > Modules Tab > Time Modules > Customization.
In the Work Types section:
Click Add Work Type.
Create at least two work types:
Here are some example work types for the given scenario:
Labour Only: Tracks time without equipment.
Labour with Equipment Handling: Tracks time when using equipment.
These work types will help differentiate the time entries for labour and equipment use.
For Users
Check-in/out with accurate Equipment Time tracking (Mobile App)
Checking In
Open the SiteMax app and go to the Home tab.
Select the project you’re working on.
Tap the + Add button in the bottom navigation bar, then select the Time icon.
Tap Check-in
Ensure the correct project is selected. (You can change it in the Project Field if needed.)
In the Work Type field, choose the appropriate work type (e.g., Labour Only).
Click the Start button to begin tracking.
Adding Equipment During Work
Tap the grey bar at the bottom of the screen to open the Edit Check In/Out page.
Tap Switch Work:
Select Labour with Equipment Handling as the new work type.
Confirm the change.
Once back on the dashboard, tap the grey bar again to return to the Edit Check In/Out page.
In the Equipment field:
Select the equipment you are using (e.g., driller).
Tap Update.
A confirmation message will appear, indicating the time entry has been successfully updated.
Checking Out
Tap the grey bar at the bottom of the screen to access the Edit Check In/Out page.
Tap the Stop button to end your session.
This process ensures that both labour and equipment time are accurately recorded.
Common Questions
Q: Why not add directly equipment in the check in time? Why do I have to switch work type?
While possible, doing so will tie the equipment time to the labour start time, which may not reflect the actual usage duration of the equipment. By switching the work type and adding equipment, you ensure that equipment time starts from the actual moment of usage.