Setting Up Time Entry Types
Time entry types enable you to associate time categories and subcategories with the transactions where they can be used to record time.
Each time entry type represents a unique, reusable combination of time category, time subcategory, classification, and transaction. For example, you might create a time entry type for air travel associated with a permit inspection.
You add, modify, and delete time entry types on the Time Entry Type page (
).Adding a Time Entry Type
On the Time Entry Type page, click Add.
For the new time entry type row, enter values for the following fields:
Page Element
Description
Time Type Code
Enter the code that agency staff members use to enter all the default values associated with this time entry type when adding time entries.
Classification
Select a product area, such as Permit or Planning and Zoning.
Transaction
Select a specific transaction, such as Plan Review, Inspection, or Planning Application.
Note:The transactions that are available to select depend on the Classification you selected.
Category and Subcategory
Select the time category and subcategory for the time entry type. For more information on time categories and subcategories, see Setting Up Time Categories and Subcategories.
Note:You can leave these fields blank. You can’t select a subcategory without first selecting a category.
Billable
Turn this switch on to make entries associated with this time entry type billable by default.
Assess Now
Turn this switch on to immediately assess fees for entries associated with this time entry type by default.
Note:This switch is available only when the Billable switch is turned on.
Override
Turn this switch on to enable agency staff to override the Billable default setting when adding a time entry.
Enabled
Turn this switch on to make the time entry type available to select when adding time entries.
Click Save.
Modifying a Time Entry Type
Once you save a time entry type, you can no longer edit the following fields:
Time Type Code
Classification
Transaction
Category
Subcategory
You can toggle the four switches:
Billable
Assess Now
Override
Enabled
Deleting a Time Entry Type
Click the Delete button next to a time entry type row to delete it.
You can’t delete a time entry type if it is used for any time entries.