Contents:
Finding the time study in review / approve / reopen
Return a time study to a Reporter for changes
What is a Pending time study?
If a Reporter is assigned to a Supporter who has the setting Support Staff Approve Time Records turned on, then when the Reporter submits a time form, it will be placed in a Pending Approval status. Time studies in this status:
- are not considered complete
- are not included in summary reports
- cannot be edited by the Reporter
- need to be reviewed and approved/rejected by a Supporter or Admin
When a Supporter has the designation Support Staff Approve Time Records, then they will need to review and approve/reject all records for all Reporters assigned to them.
When an Admin has the designation Support Staff Approve Time Records, then they will have the ability to review and approve/reject records for ALL Reporters in the system.
Finding the time study to review / approve / reopen:
- Click Reports on the navigation menu to the left*
- Click Admin Reports
- Click Approval Status
- Select Pending in the Status filter at the top
- Enter your search criteria (optional) and click Search
- Click View to open the time study in another page and review the hours
- in order to approve or return the record, return to the Approval Status report and use the dropdowns in the Status column
*Supporters can also find Pending Records on their Dashboard
Approve a Pending time study:
- After finding and reviewing the record, return to the Approval Status report
- Under the Status column, select Completed
- Click Save (or Save All if editing multiple rows at once)
- Now the record will be listed in the Approval Status Report under status "Completed"
Return a time study to a Reporter for changes:
- After finding and reviewing the record, return to the Approval Status report
- Under the Status column, select Returned
- Required: enter instructions in the Notes column - these will be included in the email to the Reporter, as well as show at the top of the time study
- Click Save (or Save All if editing multiple rows at once)
- Now the record will be listed in the Missing Records Report, in a Hold status
- An email will be sent to the Reporter alerting them that their time study has been returned for correction/update
- Your name and email address will be included in that email, in case they have further questions
- The Reporter can view the time study in their Outstanding Records table on the dashboard
![]() |
![]() |
![]() |
![]() |
Comments
0 comments
Please sign in to leave a comment.