Managing Resources16% of the exam

Time sheets, time sheet entries and approvals

How a time sheet tracks one service resource over a period, how its entries tie time to work orders and line items, how templates create time sheets, and why an approval process is what puts Submit in the Field Service mobile app.

Official exam objective
Explain the relationships between time sheets, time sheet entries, service resources, and Work Orders.

~7 min read · 4 practice questions ·

What the exam expects

  • Describe the data model: a time sheet belongs to one service resource for one period, its entries record individual tasks, and an entry can reference a work order and a work order line item.
  • Explain how time sheet templates create time sheets, when they're created and for which resource type.
  • List the setup steps for mobile time sheets and explain why an approval process is required for Submit.
  • Predict what mobile workers can and can't do with time sheets in the Field Service mobile app, including editing after submission.

Key terms:

  • Time sheet: a log of a service resource's time and attendance, with a start date and an end date.
  • Time sheet entry: a period when a service resource performs a specific function, such as travel or a repair.
  • Time sheet template: the setup record that automatically creates time sheets for a set time period, such as a week or month.
  • Time Sheet approval process: the approval process on the Time Sheet object that a mobile worker's Submit starts.

Key facts

Time sheet scope
Detail
One service resource, Start Date to End Date
Entry links
Detail
Time Sheet; optional Work Order and Work Order Line Item
Default status values
Detail
New, Submitted, Approved (customizable)
Template timing
Detail
Created one day before the start date
Template eligibility
Detail
Technician service resources only
Fields shown in the app
Detail
Up to four from Time Sheet Detail
Offline history
Detail
Up to 100 past time sheets
No approval process
Detail
Submit button isn't shown
Submitting
Detail
Must be online
Pending or approved sheets
Detail
Not editable in the app; quick action or flow can update status
Sources for this section (4)
  • When can a mobile worker see a time sheet while offline?
  • When does the time sheet icon show on a mobile worker's Profile tab?
  • Which permission is needed to create a time sheet in the app?
  • How does another user get access to someone's time sheet in the app?

The questions are free to read. Answers with their sources and self-grading are included with the pack.

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