As a Reporter, you can view completed time studies using the Time Studies report under the Reporting menu option.
View Your Completed Records:
- Click Reporting in the Quick Navigation menu on the left side of the dashboard.
- Click Time Studies.
- Select a date range you wish to search. Ensure that your date range fully encompasses the time period you’re seeking.
- Example: If the time period for the time study is January 1 through January 7, searching from January 1 through January 6 will not return that time study. Your end date must be January 7 or any date thereafter.
- Use the Status dropdown to select Completed.
- In the far-right column, click the eye icon to view your submitted time study.
- This report also allows you to view time studies that are in status Hold or Pending.
- Pending: Pending records must be reviewed by your Supporter before they can be fully closed. When you view one, you will see the following message:
This record is pending approval and is currently locked. If you need to make changes, please contact an administrator.
- Hold: These are time studies that you’ve started but not yet finished. You still need to enter hours and click Submit to complete them.
Video Tutorial:
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