Assigning Time to Cases Using Bulk Entry

Using the bulk entry feature, users can assign their time and the time of other users to multiple cases. Other users must authorize you to assign their time. For more information, see Setting Up Proxies for Time Assignments.

A single user can assign time to the cases for multiple other users. When you use a time sheet, the calendar, or time tracker to assign time to cases, the time record automatically appears in the Bulk Case Time Entry view of the Time Reporting screen.

If administrators configure client-side import for the PUB Bulk Case Time Item business component, then users can import time item records from a CSV or TXT file into the Bulk Case Time Entry view. For information about importing data, see Siebel Fundamentals. For information about configuring client-side import, see Configuring Siebel Business Applications.

To successfully import a field value, the column name for the field in the import source file must exactly match the field name in the business component. Import failure can occur when the import does not populate a required field or attempts to populate some fields with invalid values. If the import attempts to populate the Staff field with an invalid value, then the field is populated with the first value in the field drop-down list, and a Partial Import warning statement results.

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 cases using bulk entry

1. Navigate to the Time Reporting screen, then the Bulk Case Time Entry view.

   Alternatively, you can navigate to the Calendar screen, then the Bulk Case Time Entry view.

2. Create a new record, and complete the fields as appropriate.

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

3. Repeat Step 2 for all of the time that you want to assign to cases.

4. (Optional) Select a record, and click Next Day.

   A new record is created with the values in the Creator, Staff, and Billable fields of the selected record and with a value in the Date field that is one day after the date of the selected record.