Book Efforts/Expenses on Assignment


In a Nutshell

Before the assignment has been completed, the service partner can then enter the efforts and expenses associated with the assignment. These efforts and expenses can then be viewed in the Time & Material Journal application.


Entering and Approving Efforts and Expenses

Enter Efforts for Assignment

When completing the assignment, the partner technician can then book efforts on the assignment in mobile application.

The effort types include:



Effort Type Description
Free of Charge This effort type refers to assignments or assignment sub-tasks that are free of charge; i.e., not billed to the customer.
Standard Service This effort type refers to the standard service as defined by the service contract.
Travel This effort type refers to the travel time incurred during the course of fulfilling the assignment.

Enter Expenses for Assignment

When completing the assignment, the partner technician can then book expenses on the assignment in mobile application.

Expense types include:



Expense Type Description
Accommodation This expense type refers to overnight accomodation expsenses such as hotel stays incurred as a result of the assignment.
Meals This expense type refers to meals incurred as a result of the assignment.
Other This expense type refers to expenses that lack a defined category, such as toll booth fees, etc.
Travel This expense type refers to the distance traveled in order to complete the assignment.

View in Time & Material Journal

After efforts and expenses have been added by the service partner technician in the mobile app, they can then be viewed in the Time & Material Journal application.



Please note the following

1. TMJ approval is NOT available for partner’s effort and expense entries.
2. Because of data privacy, the main contractor can’t see the name of the partner/s responsible for booking efforts and expenses.
3. Partner’s effort and expense entries are read-only for the main contractor.