HELPFUL INFORMATION: Time Form Name on Pending Records & Approved Records reports
When looking at the Pending Records or Approved Records reports, you can see the name of the Time Form (instead of simply “View”) on the table itself. The Time Form name is still a link to the record, you just get more helpful information up front! The export now shows the Time Form name as well.
EASIER ACCESS: My Outstanding Records
If you are a Supporter or Administrator who completes your own time study, it’s easier for you to find the ones that you need to complete yourself. We’re adding a My Outstanding Records display directly on your Dashboard. The My Outstanding Records will also be included in the menu on the left-hand side under Time Studies.
MOBILE UPDATE: View All activities
On the Activity screen, the app asks you the question “What are you working on?” It may be confusing to see “No recent activities” if this is your first time using the app. We’ve now given you a quick click to see the complete list of available activities by clicking View All. This link is available whether you have a few recent activities or not.
ADDITIONAL FEATURES for the Save All button on Pending Records & Approved Records Report
To improve the new Save All feature even further:
- your changes will now be highlighted until saved
- if you try to leave the page without saving, you will be prompted to save your changes first
- the Save All button is disabled until you’ve made changes to at least two rows; until then, use the single Save button on each row
- the Notes field will become required if you select status Returned
OFT-REQUESTED FEATURE: new Approver column in Pending Records report (Admin only)
As an Admin, have you ever been looking at the Pending Records report and wondering what Supporter/Approver you should be following up with to take action on it? We’ve made that process tremendously easier by adding an Approver column!
An Approver is a Supporter who, within their User Profile, has:
- the Reporter listed under their Access Rights AND
- their Permissions set to YES for Support Staff Approve Time Records
If there are more than one Approver, then you will hover over the field to see the full list.
If the field is blank, then this means that there is currently no Approver assigned. You will need to review/approve the time study yourself, or find a Supporter and turn them into an Approver by meeting the two requirements above.
NEW FLAG on Activities: Pre/Post-Transplant
You will be able to mark an activity as Pre-Transplant, Post-Transplant, Other Transplant, or Not Specified (if not applicable for that activity).
Not Specified will be the default, but we encourage you to set up your Activities with the applicable flag, so that you can take advantage of future features and reports utilizing it.
MOBILE UPDATES for Attest page
You now have a new place to be able to add a new activity: from the Attest page. Open the time study you’re working on. You can review the hours already entered and then enter more hours from that page. The calendar will be limited to only the dates of that time study.
MOBILE UPDATES for adding an Activity
When logging hours on an Activity, it will be more obvious which dates are applicable based on your active time studies, and you will only be able to log hours for those days.
If your organization does not use the time:study NOW mobile app, create a support ticket to learn more about getting set up.
OFT-REQUESTED FEATURE: "Save All" button in Pending Records report
When you use the Pending Records report, you previously switched from Pending to either Approved or Returned, clicking Save on each row one at a time. Now, you are able to save many rows at once!
As before, you need to click View to open the time study in a second tab. Review the data there and determine what action you will take. Back on the Pending Records list, change the status dropdown. If you’re Returning a record, be sure to leave a note so that the Reporter knows what you’re requesting them to change.
Rather than click Save on each row, go ahead and change the status for many rows at once, then click Save All at the top of the list! If you don’t have time to review some of the time studies, no problem. Simply leave the dropdown alone, at status Pending, and there will be no change to the time study. It will still be there in the future for you to review.
NEW OPTION for scheduling email notifications: Deadline Date
Up to now, you have been able to schedule email notifications to your Reporters and Supporters based on a number of days before or after the Start Date or End Date of the Time Period. For example, we usually recommend sending the “Notice” email one week before the Start Date, and the “Final” email 30 days after the End Date. We've received client feedback for additional flexibility on this.
You are now able to base your email notification on the Deadline Date! For example, if you like to have your Deadline Date set for the end of the quarter for each month’s time studies, you could have your “Final” email go out one week before the end of the quarter. Some organizations like to have all Deadline Dates set for the end of the year. This new feature lets you provide a last-minute reminder, although we do still encourage you to have your Deadline Date sooner, to create a sense of urgency for Reporters. We know that having a shorter Deadline Date increases submission rates.