Table of contents

    QTime offers a more flexible solution needed for support co-ordinators, allied health professionals and others who require the invoice and timesheet functionality that PocketWatch offers. QTime schedules can run concurrently with a standard shift and can be viewed from roster page or individual staff members page.

    Enable QTime

    • Ensure permissions have been applied (refer to Staff permissions in the ARM myHelp)
    • Ensure QTime has been enabled in settings

    Create QTime schedule

    • Select QTime from myShifts page
    View/Add allowances
    Copy schedule + copy time entry
    Remove schedule
    View contact alerts from ARM
    Create a GOMS session
    • Create a new schedule
    • Enter ‘Location’
    • Enter ‘Cost centre’
    • Enter ‘Start time’
    • Enter ‘End time’

    NB: The start + end time can be automatically filled based on the following:

    • Enter in start + end times for each staff member via editing a staff member then navigating to ‘Edit login details, teams + permissions’ and adding in that staff members start + end times in the ’94six + PocketWatch staff settings’ area
    • If there is no entry for a staff member in that field, the system will use the start + end times set for company hours via PocketWatch > Settings > Global

    If neither of the above have been set, the fields will remain unfilled.

    • Enter ’Break time’
    • Select ‘Add QTime entry’
    • Search client
    • Select line item 
      • Only line items in a client’s finalised schedule of support from GENIUS will appear in the drop-down list
      • QTime products will also appear in the drop-down list
      • Funds remaining in the schedule for selected item will appear if the ‘Show GENIUS schedule of support budget information’ setting is enabled via PocketWatch > Settings > QTime
    • Select start on the clock or manually enter time – you can also pause and resume the clock at any time
    • Select the billing option
      • Billable
      • Billable set fee
      • Non-billable
    • Select activity type
      • Only items defined in PocketWatch > Settings. QTime will appear in the drop-down list.  The activity type will flow through to the invoice in GENIUS.
    • Select claim type
      • Cancellation
      • Direct service
      • Irregular SIL supports
      • NDIA required report
      • Non face-to-face services
      • Provider travel
      • Telehealth
    • Add notes
      • Up to 7000 characters. Notes added here will appear in the history of a client in ARM under the PocketWatch filter or in a project task if applied.
    • Select attendance type
      • Attended
      • Attendance not required
      • Did not attend – with notice
        • Select cancellation reason
      • Did not attend – without notice
        • Select cancellation reason
    • Link to project
      • Only projects applied to a client in ARM will appear in the drop-down
    • Link to a task
      • A project must be chosen before the task list will pre-populate

    When a QTime schedule is linked to a project or task, the notes from the schedule will be recorded in the relevant project/task along with the time recorded (if the project is a time based project).

    NB: If notes need to be limited to a specific team a permission limited project must be chosen.

    NB: You cannot edit the same QTime schedule in multiple tabs/windows to ensure that the correct data is saved.

    Add allowances

    To add allowances to a QTime schedule:

    • Select ‘View Allowance’
    • Select ‘Add Allowance’
    • Enter in KM allowance
    • Enter in KMs
    • Select ‘Use as timesheet unit’ if applicable

    Select invoice type

    • NDIA – invoice will auto create in the invoice to NDIA panel in GENIUS
    • Client/Plan Manager – Invoice will auto create in invoice to Client/Plan Manager panel in GENIUS
    • ARM – Invoice will create in the client invoice panel in ARM
    • Select ‘Save’

    NB: If items are defaulting to ARM invoices, please review your invoice templates. Navigate to ARM Pro > Customisation > Products + Prices > Customise invoice templates. Select ‘Edit’ again the relevant templates and deselect ‘Add to QTime’. This will stop the items defaulting to ARM.

    Generate invoice

    • Select ‘Save + generate invoice/s’

    A note with time stamp will generate and the schedule will be locked.

    Generate timesheet

    • Select ‘Save + generate timesheet’

    A note with time stamp will generate and the schedule will be locked.

    On time sheet approval invoices will generate as per standard PocketWatch process.

    NB: QTime timesheets can only be approved by managers for the staff member that created the timesheet + must have the ‘Create + edit timesheets (direct reports)’ permission enabled.

    When the timesheet generated for a QTime schedule has been approved the schedule is disabled and cannot be modified. A timesheet can be modified if the permission ‘Edit Qtime schedule’ is enabled and the timesheet is still awaiting approval. QTime timesheets + allowances are included in the timesheet report.

    Copy QTime schedule

    • Select ‘Copy’
    • Make relevant updates
    • Select ‘Save’

    Create QTime schedule for other staff member

    • Choose the staff member from the drop-down list on mySHIFTS page

    Create QTime schedule in retrospect

    • Create from the retrospect date via rosters

    Generate QTime report

    • Select PocketWatch Reports
    • Select ‘QTime Report’ from the drop-down menu
    Last updated: 23 July 2021

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