How do I review (approve or return/reopen) Pending Records?

Contents:

What is a Pending time study?

Finding a Pending time study

Approving a Pending time study

Returning a time study to a Reporter for changes

What is a Pending time study?

A time study becomes Pending when a Reporter submits it and is assigned to a reviewer — an Admin or Supporter with the Support Staff Approve Time Records setting enabled.

Pending = needs review before finalizing. These records are:

• Considered incomplete
• Excluded from summary reports
• Locked for Reporter edits
• Require action (approve or return) by a Supporter or Admin

Supporters can approve or reopen records for their assigned Reporters.

Admins can approve or reopen records for all Reporters.

Finding a Pending time study

Option 1: Quick access — Supporters can use the Pending Approval table on their Dashboard:

Option 2: Using Reports — Admins or Supporters can find Pending records in Reports:

1. In the far-left menu, click Reports, then:

   • Admin
     • Workflow
       • Manage Approvals

   

2. Set the State filter to Pending.

3. Click Search.

   

4. Click the form name to review.

   

5. Approve or Return the time study using the Status dropdown.

Approving a Pending time study

1. Find and review the record as described above.
2. Under Status, select Completed.
3. Click Save (or Save All for bulk approval).
4. The record is now in Completed status.

Returning a time study for changes

1. Find and review the record as described above.
2. Under Status, select Returned.
3. Enter specific instructions under Notes.

4. Click Save (or Save All for bulk update).

   

5. What happens next:

   • The record moves to Hold status in the Review Missing Studies report.
   • The Reporter receives an email with your instructions. Your name and email are included in case they have questions.
   • The time study reappears in the Reporter's My Outstanding table on their Dashboard.