NextGen FSM

View a Resource's Clocking History

Audience: Dispatchers

Monitor and audit the real-time availability of your field workforce. Verify shifts, manage unavailabilities, and ensure that external systems are synchronized with your resources' actual status.

Follow the UI path

All following instructions start from this system path:

Features > Core > Resource Management > Resources

Find a resource’s clocking archive

To see a log of when resources have clocked in and out of work:

  1. On the Resources page, in the search window, select an operations center from the drop-down.

  2. Click Search.

  3. In the Scheduling resources list, click the Three dots menu for a resource.

  4. Click Clocking History.

  5. In the Search parameters tab, you can enter:

    • Shift: 

      • From: The beginning of when you want to search for shift start times.

      • To: The end of when you want to search for shift start times.

    • Clocking status: Select one:

      • Approved

      • To approve

      • Rejected

      • Invalid / duplicated

      • Note: Depending on the status, each clocking may require dedicated validation/confirmation by the back-office user

    • Clocking send status: Select one:

      • To send

      • Sent OK

      • Sent KO

      • Note: The clocking notifications are sent to an external system which updates based on the availability of operating resources, and dispatches urgent interventions.

    • Clocking date:

      • From: The beginning of the date range for which to search for clocking start times.

      • To: The end of the date range for which to search for clocking start times.

    • Month: Select either:

      • Current.

      • Previous.

    • Clocking type: Enter or search for the type of clocking, like:

      • Start shift

      • End shift

      • Start unavailability

      • End unavailability

    • Click Confirm.

  6. Click Search.

Add clocking history

To add clocking history to your resources’ schedules:

  1. On the Resources page, click the + New (Add clocking) button.

  2. In the New clocking window, in Clocking 1 and 2 for a resource or team, enter:

    • Clocking date.

    • Clocking type.

  3. Click Save.