Timesheets & Dockets

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15 articles in this collection
Written by Trent McCreanor, Joshua McKinnon, Arlin Bibat and 1 other

Daily Log Beta

This article will help guide you through the Daily Log Beta process.

Written by Adam Klug
Updated over a week ago

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 Arlin Bibat
Updated over a week ago

Timesheets Basics

Navigating The Timesheets List View

How to use the timesheets list view

Written by Arlin Bibat
Updated over a week ago

How To Edit & Approve A Timesheet

Steps to approve a timesheet

Written by Arlin Bibat
Updated over a week ago

Timesheet Activities

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

Written by Arlin Bibat
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 Arlin Bibat
Updated over a week ago

Timesheets Advanced

Bulk Approve Timesheets

How to multi select and approve timesheets in bulk

Written by Arlin Bibat
Updated over a week ago

Timesheet Codes

What are timesheets codes and how to add them

Written by Arlin Bibat
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