Service

My Work - Add a Travel Claim

Travel time can be logged against the work order via the My Work screen.

Confirm with your supervisor as to whether you will log your travel, or whether call centre administration will do this.

A technician who does not use Tech Connect, but does have access to BPO will use this method in order to log his travel time.

Ribbon Access: Service >  My Work

The My Work listing screen will be displayed.

• Click on the row selector in front of the work order where you wish to add a travel claim.
• Click on Edit.

The Maintain WO - Ref [ ] screen will be displayed.

• Click on the Travel tile.

The Travel Claims for WO Code [ ]  screen will be displayed.

• Click on Add.

The Travel Entry screen will be displayed.

• Work Order:  This will be auto populated with the number of the work order selected in the previous step.
• Employee Name:  This will be auto populated with the employee linked to the work order selected in the previous step. You can click on the drop-down arrow and select from the list an alternative employee who incurred the travel expense if required.
• Travel Date:  This will auto populate with the current date. Either type in or click on the drop-down arrow and use the calendar function to select an alternative date if required.
• Type:  Click on the drop-down arrow and select from the list, the type of travel expense.
• Detailed Description:  Type the in description / reason for the travel expense.
• Destination:  Type in the travel destination.
• Distance:  Either type in or use the arrow indicators to select the distance travelled, (in kilometres).

• When you have finished adding the details to the Travel Entry screen, click on Save.

You will return to the Travel Claims for Work Order Code [ ] screen.

• An Travel Processing message box will pop up informing you that;
• Travel Claim on WO: [ ] complete.
• Click on OK.

• You can now view the new travel claim in this screen.