1. Implementing Your Agency
  2. Setting Up Time Entry Types

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 (Time Recording Setup > Time Entry Type).

This example shows the Time Entry Type page

Time Entry Type page

Adding a Time Entry Type

  1. On the Time Entry Type page, click Add.

  2. 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.

  3. 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.

Note: You can’t delete a time entry type if it is used for any time entries.