How to Change the Activity Type on a Time Record

The Activity Type on a Time Record can be changed on the following Cards:

1. Main Card
2. Case Card

To change an Activity Type on a Time Record on the Main Card, head over to the Main Card, Time Records-view.

Click on the 'Pencil'-icon () next to the Activity Type on the Time Record that you wish to change. 

The following drop-down dialogue will appear, click on a new activity type you wish to replace the one before.

After selecting the new activity type, the time record will update automatically, and you are done.

Notes: 

1. The same steps apply to the both Cards, but It is best to typically find the time records within cases, instead of using the Main Card. 

2. As a normal User, you can only change the Activity Type on Time Records that belong to you only. 

3. As a normal User, you can only change the Activity Type on Time Records that belong to you that has not yet been approved. 

4. As a normal User, approved time records cannot be changed.

You will need to contact the case manager or a User with the 'Assistant'-role or 'Administrator'-role to change the time record on your behalf. 

5. As a Case Manager, you can edit/change time records belonging to you and other participants, even if they have been approved.

As long as the time record is not part of an invoice that has not yet been Approved or Finalized.  

6. As a User with the 'Assistant'-role, you can change/edit time records on others behalf.

As long as the time record is not part of an approved-state or finalized-state invoice. 

7. As a User with the 'Administrator'-role you can change/edit time records on others behalf. 

As long as the time record is not part of an approved-state or finalized-state invoice.