Timesheets & Dockets

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14 articles in this collection
Written by Trent McCreanor, Line Slatleim, Joshua McKinnon and 1 other

How to review Site Diaries within an order

This article details how to review all of the site diaries logged within an order.

Written by Adam Klug
Updated over a week ago

Timesheet Submission Options

The different options when submitting a timesheet through an allocation

Written by Line Slatleim
Updated over a week ago

Timesheets Basics

Navigating The Timesheets List View

How to use the timesheets list view

Written by Line Slatleim
Updated over a week ago

How To Edit & Approve A Timesheet

Steps to approve a timesheet

Written by Line Slatleim
Updated over a week ago

Timesheet Activities

What are Timesheet Activities and how to add, edit or disable them

Written by Line Slatleim
Updated over a week ago

Add Dockets To Timesheets

How to Add, Edit and Delete a Docket

Written by Joshua McKinnon
Updated over a week ago

How To Add A Timesheet Through The Dashboard

Steps to adding a timesheet through the Dashboard

Written by Line Slatleim
Updated over a week ago

Timesheets Advanced

Bulk Approve Timesheets

How to multi select and approve timesheets in bulk

Written by Line Slatleim
Updated over a week ago

Timesheet Codes

What are timesheets codes and how to add them

Written by Line Slatleim
Updated over a week ago

Digital Dockets Basics

How to review a docket or form before submitting it

It's important to understand the content / answers to a form or docket before it is submitted. You can use our review feature to do this.

Written by Adam Klug
Updated over a week ago

Copying a docket to the current day

How to copy a previous docket to the current day.

Written by Adam Klug
Updated over a week ago

Implementing Digital Dockets Part. 1

Navigating the new docket screens & setting up your digital dockets

Written by Trent McCreanor
Updated over a week ago

Implementing Digital Dockets Part. 2

Linking built docket templates to clients & adding in docket contacts.

Written by Trent McCreanor
Updated over a week ago

Implementing Digital Dockets - FieldWorker App

How to use digital dockets from the FieldWorker App.

Written by Trent McCreanor
Updated over a week ago