Overview
Labour stages for time blocks offer visibility into when a time block's status changes and who made the change.
Accessing Time Block Stages
Access to the Time Block Stages tab in the Non-Service Order Time Block Schedule depends on:
User permissions.
Time block security settings.
Department access rules.
Standard security model.
Navigate to Service Management > Non-Service Order Time Block Schedule.
Open the Time Block Details.
Navigate to the Stages tab.
View Stage records.
Non-Service Order Time Block Details - Stages
Sequence - Order of stage progression
Stage Description - Status name
Done - Stage completed
Date/Time - Completion timestamp
By - User ID that made the change
Comment Type - Category of comment
Comment - Additional notes
Stage Types
Time blocks use standard status-based stages:
Labour Added: Time block initially created.
Labour Certification Received From Technician: Technician submitted for review.
Labour Reviewed: Reviewed by supervisor/manager.
Labour Transferred: Transferred to payroll.
User-defined stages are not available for time blocks. Additionally, Coins ERP+ will not create stages for time blocks that existed before upgrading to v12.05.
Adding Comments to Stages
When a time block's status changes, you can add a comment to the stage record.
Open the stage record.
Enter or select the Comment Type (optional).
Enter free-form text in the Comment field.
Save the stage record.