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How do I Approve a Time Record?

  • Updated

The Time Records-view can be found on the following cards:

  1. Main Card
  2. Case Card

To approve a time record of other Users on the Main Card, head over to the Time Records-view, under the Manage Time section, and the list of registered time records awaiting approval in the Registered section will be displayed as below.

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There are two ways to approve a time record, and they are as follows:

  1. Approving a single time record
  2. Approving multiple time records

 

1. Approving a single time record

Click the Approve button and you are done.

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2. Approving multiple time records

Select a single or multiple time records.

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Or select here to select all of the time records.

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Click the Approve button and you are done.

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For more information about declining a time record, click here.

 

Notes:

1. Ensure that you are either a Case Manager, a Client Manager, or a User with 'Assistant'-role set up to be able to approve time records.

2. If you are a Case Manager, the system should automatically approve a time record immediately after you register it.