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Add a kind (Field Work)
This article covers: Add a kind.
Before you start
- Access. You need access to Time & Attendance > Field Work. If you do not see it in the menu, ask your administrator for the role that covers this area.
Steps
- Open Time & Attendance > Field Work.
- Select Add a kind.
- In the window A kind of field work fill in the fields below.
| Field | What it means and what to enter |
|---|---|
| Code (capital letters, digits, underscores) | A short, unique code that identifies the record. |
| Name | The name people see for the record. |
| Description | Free text for your own notes. |
| Needs approval | Choose one: Yes, No. |
| Who approves (empty: the policy decides) | Choose one: The policy decides, The manager, HR, The manager, then HR, None needed. |
| A position is needed | Choose one: Yes, No. |
| A photo is needed | Choose one: Yes, No. |
| Several stops are allowed | Choose one: Yes, No. |
| An attachment is needed | Choose one: Yes, No. |
| A client is needed | Choose one: Yes, No. |
| Longest day (minutes; empty: the policy) | Type the longest day (minutes; empty: the policy). |
- Select Save.
The window closes and the table shows the result.
If something does not work
- The button "Add a kind" is missing. You do not have the permission, or the page is not in your menu. See Access above.
- A list in the window is empty. The records it picks from do not exist yet.
- The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.
