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Assigning Time to Cases Using Calendars

Using the calendar, users can assign their time to a case.

If users want to use the calendar to assign the time of other users to a case, then administrators must configure the Case Calendar view to accommodate these time assignments. For more information, see Configuring Time Entry Views.

Users can assign case time by scheduling an activity and without scheduling an activity. Only the time that you assign to a case by scheduling an activity appears on the calendar. For more information, see Arranging Case Meetings. For more information about administering and using the calendar, see Siebel Applications Administration Guide and Siebel Fundamentals.

NOTE:  The time that you assign to a case is automatically associated with the appropriate time sheet. The appropriate time sheet has a time period that includes the date for the time assignment record, has the same owner as the time assignment record, and does not have a status of Submitted. If such a time sheet does not exist, then it is automatically created.

This task is a step in Process of Managing Case Time.

To assign time to a case using a calendar

1. Navigate to the Calendar screen, then the Case Calendar view.

   The Case Time Items list shows your case time items for the selected calendar date, and the Cases list shows the cases that are assigned to you regardless of status. At the bottom of the Case Time Items list, the values in the Reported Hours field are totaled.

   Alternatively, you can navigate to this view by clicking Timekeeping in the calendar on the Home screen.

2. Click the button for the daily, weekly, or monthly view to see the calendar format that you want.

   The Case Time Items list shows your case time items for the selected date, week, or month.

3. To assign your time to a case by scheduling an activity, complete the following steps:
   1. In the calendar, click the plus sign (+) to create a new record for an activity that is associated with the case.
   2. In the calendar form, enter a name for the activity in the Description field, select the activity type in the Type field, select the associated case in the Case field, and complete the other fields as appropriate.

      When you select the associated case, a new time record is added to the Case Time Items list.

   3. (Optional) To assign time to multiple cases, select additional cases in the Case field.

      For each case that you select, a new time record is added to the Case Time Items list with a Reported Hours field value that corresponds to the Duration field value in the calendar form. You can change the Reported Hours field values for the records in the Case Time Items list. If you change the date and duration in the calendar form, then the corresponding field values in the Case Time Items list do not automatically change, but you can manually change these corresponding field values.

   4. In the Case Time Items list, select the time type in the Type field.

      If you change the date, case, and reported hours in a record in the Case Time Items list, then the corresponding field values for the scheduled activity in the calendar do not automatically change.

   5. Click Save This One to return to the calendar.
4. To assign your time to a case without scheduling an activity, create a new record in the Case Time Items list.

   For information about the fields in this view, see Assigning Time to Cases Using Time Sheets.