Orax SDI Cloud Reference

 
  1. Introduction
  2. Self-Management tools
  3. Communication and Content management
  4. Sales and Customer Relationship Management
  5. Services & Service level management
  6. Billing and customer statements
  7. Inventory & Asset management
  8. Production management
  9. Human Resources and Payroll
  10. Procurement and Supply chain
  11. Ledgers & Accounting
  12. Reporting and Analytics
  13. Administration & configuration
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Logging Time and Resolving Tasks

When working on an Task or Service Call, you will probably be required to log the time you spend on it. This can be done using comments.

You may also log time on the "Resolve" tab when closing a work record. Enter your time in the "Billing time" field in hours. So 15 minutes can be logged as 0.25 hours, 30 minutes as 0.5 hours and 45 minutes as 0.75 hours.

You may log billing time in Tasks, Service Calls, Articles, Projects, etc. All of these time logs will feed into your time sheets as well as management reports, so ensure that you log time accurately. When you resolve a work record, make sure that all fields are set correctly (eg. Category, Location, Work type..). Your work history is used in internal and external reports.

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NOTE:
Orax SDI is able to automatically resolve Calls with an Auto-hold status after a number of inactive days. This may be activated and configured in Settings. When using this feature, be aware that Calls closed by the system may not have accurate data, since human intervention is needed to set all fields correctly when a Call is closed. This feature is not advised as it creates a sloppy work ethic.

 

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