Time - Configuring Categories, Types, and Codes
There are three types of time:
- Time linked to cases
- Time linked to outreaches
- Time linked to neither. Often called "Other" time or "Support Activity" time, etc.
Each type of timeslip usually has an Time Activity Type. Case timeslips generally also have a Time Activity Code.
Most sites don't need to change/use Time Activity Categories.
But ultimately, the configuration is up to each site. More detail is available on the Time - Customizing Time Entry page.
Tip: On the Admin > Lookups page, make sure you are looking at "Time Activity Types" and "Time Activity Codes", not "Activity Types" and "Activity Codes". Pro tip: Put "time" in the search box at the top of the full list of lookups.
Frequently asked question: "I added some new Time Activity Codes, but they don't show up when adding time. Why?"
Answer: When you add Time Activity Codes, you need to also edit the Time Activity Types and link the new codes to the desired types. Click on a type in the Time Activity Types list. After the fields at the top of the page populate, select your new Activity Codes, then click Continue to save.