Incomplete time studies can be accessed in the Review Missing Studies report. An interactive version is available under Time Studies > Review Missing Studies, while a view-only version with additional filters and columns is accessible to Admins only under Reports > Admin > Workflow > Review Missing Studies.
Missing Records refer to all outstanding time studies that have not been submitted, including those that are On Hold. Supporters can view missing records from their assigned Reporters directly on their Dashboard.
Both Supporters and Administrators can view and edit missing records by following these steps:
- Click Time Studies in the left navigation panel.
- Review Missing Studies.
- Enter your search criteria, if applicable, and click Search. Supporters only have access to time studies from their assigned Reporters, so filters may not be necessary.
- Administrators also see a column for the time study Approvers.
- Click the purple edit icon in the Action column to view and edit the outstanding time study.
- To download a full list, click the green Export button to obtain a .csv file.
Administrators can run a view-only report of missing records filtered by date range under the Reports section:
- Click Reports in the left-hand menu.
- Admin
- Workflow
- Review Missing Studies
- Workflow
- Admin
- Since this is a view-only report, there is no Action column to edit records. However, the green Export button is available to download the full list as a .csv file.
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