Signing Employees On or Off of Work

Sign employees on and off work using the Daily Activity screen. The system may prompt you to specify a time and reason.

You can only sign on employees if work has been assigned and if the dispatch day isn't locked, or if you have permission to ignore the dispatch lock.
  1. Open the Daily Activity screen and set the Context (F3).
  2. In the work pane, select a piece of work with an assigned employee.
  3. To sign on the employee, do the following:
    1. Select Daily Activity > Sign-On Activities.
      If no dialog appears, the system automatically signs on the employee and records the actual time.
      If the Undo Sign-On/Re-print Sign-On Receipt dialog appears, the employee has already signed on for the work. You can undo the sign-on or reprint the receipt. Undoing the sign-on removes the Actual Sign On time from the record.
    2. Select whether to set the actual sign-on time or actual sign-off time to the current, scheduled, or other time, and choose a reason.
      Properties define what Dispatch Reason ancillary group is used to show options for sign-on and sign-off reasons.
    3. Select OK.
  4. To sign off the employee, do the following:
    1. Check the work pane for the Sign Off Req. column to see if the employee needs to be signed off.
      If you need to, you can use the Customize option to show this column or contact a system administrator to do this for you.
      To update the Sign In and Sign Off Req. columns in the work pane, the OPS > SignInTerminal > ModifySignInAndSignOffRequired security permission must be granted.
    2. Select Daily Activity > Sign-Off Activities.
      If sign off is required and no dialog appears, the system automatically signs on or signs off the employee and records the actual time.
      If the Undo Sign-Off/Re-print Sign-Off Receipt dialog appears, the employee has already signed off for the work. You can undo the sign-off or reprint the receipt. Undoing the sign off removes the actual sign off (Act. SignOff) time from the record.
    3. Choose the time to use and select the Manual Sign-Off Reason.
    4. Select OK.