Enable Timesheets on Mobile Device
The Mobile Timesheets feature is disabled by default and needs to be enabled by the administrator. You can consider the following points to get started with the Mobile Timesheet feature.
• If you have implemented timesheets on the server, then this section explains how to enable the new user experience on the ServiceMax Go app. If your technicians had used Explore and SFM to manage and update timesheets, then this new user experience makes it easier for them to create, edit, review, and submit timesheets.
• If you have not implemented timesheets on the server, then for more information, see Timesheets-Overview.
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• You must close and relaunch the ServiceMax Go app for the Timesheet navigation tab to appear on the Calendar UI.
• You must close and relaunch the ServiceMax Go app when adding or modifying Timesheet configuration settings or switching users.
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Enabling the Timesheets feature on the mobile device consists of the following settings:
• Enable global setting
• Enable mobile timesheets related configuration settings
• Enable custom setting
Enabling global settings
1. Go to ServiceMax Setup > Administration > Configuration Profiles.
2. Select the active global profile and click Edit.
3. Select Module: Common; Sub-Module: Global Settings.
4. Assign the setting GBL-027 - Enable Timesheets to True.
Enabling mobile timesheet related configuration settings
You need to configure a few group profile-level settings to use the Mobile Timesheet functionality.
1. Go to ServiceMax Setup > Administration > Configuration Profiles.
2. Select the group profile associated with your technician and click Edit.
3. Select Module: ServiceMax Go; Sub-Module: Timesheets.
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When Timesheet settings SET001 to SET006 are modified you must perform an Initial Sync.
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4. Assign the settings as described in the following table.
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Setting ID
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Setting Type
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Default Value
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Setting Name and Details
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SET001
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Boolean
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False
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Name: Enable Timesheets
Details: Enable or Disable Timesheet in ServiceMax Go. If enabled, the app displays a tab bar icon for Timesheets and includes timesheet records during sync.
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SET002
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Number
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5
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Name: Number of Timesheets to Download
Details: Defines the number of timesheets to include in sync.
Values: 1 to 25
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SET003
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String
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Name: Non-Work Order Create Time
Details: SFM Process ID for creating the non-work order time entry.
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SET004
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String
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Name: Non-Work Order Edit
Details: SFM Process ID for editing the non-work order time entry.
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SET005
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String
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Name: Color for Non-Work Order Time Entry
Details: Hex color value for non-work order time entry in the timesheet.
Values: Example: #FF0000 (Red)
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SET006
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String
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Name: Color for Work Order Time-Entry
Details: Hex color value for work order time entry in the timesheet.
Values: Example: #00FF00 (Green)
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Enabling custom setting
You must create the SVMXGO_NAVIGATION custom setting and activate it. For more information on creating the SVMXGO_NAVIGATION custom setting and activating it, see Re-arranging Navigation Tabs.