Time report approval/en - Revision history

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2020-06-03T13:00:08Z

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TR at 13:36, 1 June 2020

2020-06-01T13:36:51Z

TR at 13:35, 1 June 2020

2020-06-01T13:35:45Z

TR at 13:33, 1 June 2020

2020-06-01T13:33:23Z

TR at 13:32, 1 June 2020

2020-06-01T13:32:04Z

TR at 13:31, 1 June 2020

2020-06-01T13:31:03Z

TR at 13:26, 1 June 2020

2020-06-01T13:26:42Z

← Older revision		Revision as of 09:49, 23 April 2026
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	[[Category:PRO-ATD-EN]]		[[Category:PRO-ATD-EN]]
		+
−	[[Category:Manuals]]
	[[Category: Projects]]		[[Category: Projects]]

@@ Line 27: / Line 27: @@
 == Authorisation ==
-Select the groups/working teams that the user shall be authorised to approve in {{pth|System|Base registers/General/Users}}.  In the example below, Group is selected in the parameters.
+Select the groups/working teams that the user shall be authorised to approve in {{pth|System|Base registers/General/Users}}, tab Approval.  In the example below, Group is selected in the parameters.
 It is also possible to give authorisation for approving during a certain period.

@@ Line 4: / Line 4: @@
 == General ==
-Approval of time reports is useful when a head of department shall approve her/his group's time reports. The system can be set such, that only approved time reports can be updated.
+Approval of time reports is useful when a head of department shall approve their group's time reports. The system can be set such, that only approved time reports can be updated.
 == Get started ==
-Set the authorizations such that the approvers have access to Approval of time reports. That is done in {{pth|Administration|Authorization/Project accounting/Registration/Approval of time reports}}.
+Set the authorisations such that the approvers have access to Approval of time reports. That is done in the authorisation matrix in System/Authorisation under Project accounting/Registration/Approval of time reports and Watch list time reports.
 {{ExpandImage|PRO-ATD-EN-grafik2.png}}
-== Authorization ==
+== Authorisation ==
 If the box All is checked, all employees regardless of group or working team are selectable.
-In the program Approval of time reports the approver can then select group/working team. In the example below, group has been set in the parameters. The approver can only see groups that she/he is authorized to.
+In the program Approval of time reports the approver can then select group/working team. Only the groups that the approver is authorised to are shown.
 {{ExpandImage|PRO-ATD-EN-Bild1.png}}
-== Approval of time reports in Frontoffice ==
+== Project/Approval of time reports ==
-The program for approving time reports is in Frontoffice: Project. Select year and month, and the employees will appear in the list.
+The program for approving time reports is in Projects. To see an employee in the list, enter year and month in the field Month.
 {{ExpandImage|PRO-ATD-EN-Bild2.png}}
@@ Line 37: / Line 48: @@
 {| class=mandeflist
 !Not handled days
-|days that are reported but not approved
+|Days that are reported but not approved
 |-
 !Not reported days
-|days that doesn't fill the time requirements or are marked as ready
+|Number of days that doesn't fill the time requirements or are marked as ready
 |-
 !Approved days
-|days that are approved and OK
+|Days that are approved and OK
 |-
 !Not approved days
-|days that are approved as Not OK
+|Days that are approved as Not OK
 |-
 !Changed day exists
-|shows if a day has been changed after its approval
+|Shows if a day has been changed after its approval. It will have to be reapproved in that case.
 |}
@@ Line 57: / Line 71: @@
 !Remind time reporters
 |An e-mail is sent to time reporters who have Not OK days
 |-
 !Printout
-|You can print out time reports. A special print template is required, contact  Kalin Setterberg for further information.
+|You can print out time reports. A special print template is required, contact Kalin Setterberg for further information.
 |-
 !Reconciliation
-|An overview of all employees' calendars. This list is the same as in  Backoffice:  Project accounting/Reconciliation Time.
+|An overview of all employees' calendars. This list is the same as in  Project accounting/Reconciliation Time.
 |}
 == To look at a time report ==
-Select an employee and see her/his report by clicking Open. The following view is shown:
+Select an employee and see their time report by clicking Open. The following view is shown:
 {{ExpandImage|PRO-ATD-EN-Bild3.png}}
@@ Line 99: / Line 116: @@
 |-
 !Approval
-|Shows daysy that are handled, i.e. OK or not OK. The field is labelled with user and time of approval.
+|Shows days that are handled, i.e. OK or not OK. The field is labelled with user and time of approval.
 |-
 !Comment
@@ Line 139: / Line 156: @@
 = Backoffice watch list =
-In the watch list for time reports, the accounting staff can monitor the time report approvals. Additionally to functions described in Approval of time reports in Frontoffice here is a function fo reminding approvers:
+In the watch list for time reports, the accounting staff can monitor the time report approvals. Additionally to functions described in Approval of time reports in Projects here is a function fo reminding approvers:
 {| class=mandeflist
 !Remind approvers
-|Sends a reminder mail to approvers with not handled days during a period. Select    approvers with checking the box on a rpw. All approvers are selected by default.
+|Sends a reminder mail to approvers with not handled days during a period. Select approvers with checking the box on a row. All approvers are selected by default.
 |}

@@ Line 1: / Line 1: @@
 == General ==
@@ Line 7: / Line 8: @@
 == Get started ==
-Set the authorisations such that the approvers have access to Approval of time reports. That is done in {{pth|Administration|Authorisation/Project accounting/Registration/Approval of time reports}}.
+Set the authorizations such that the approvers have access to Approval of time reports. That is done in {{pth|Administration|Authorization/Project accounting/Registration/Approval of time reports}}.
-Select then whether the approving shall be per Group or per Working team. This is done in {{pth|System|Base registers/PRO/Parameters}}, tab {{flik|Fee}}.
+Select then whether the approving shall be per Group or per Working team. This is done in {{pth|System|Base registers/PRO/Parameters}}, tab {{tab|Fee}}.
 {{ExpandImage|PRO-ATD-EN-grafik2.png}}
@@ Line 15: / Line 16: @@
 There is also possibility to choose specific fee codes to appear in separate columns in the time report approval function, and to set up so that only approved time reports can be updated.
-== Authorisation ==
+== Authorization ==
-Select the groups/working teams that the user shall be authorised to approve in {{pth|System|Base registers/General/Users}}.  In the example below, Group is selected.
+Select the groups/working teams that the user shall be authorized to approve in {{pth|System|Base registers/General/Users}}.  In the example below, Group is selected.
 If the box All is checked, all employees regardless of group or working team are selectable.
-In the program Approval of time reports the approver can then select group/working team. In the example below, group has been set in the parameters. The approver can only see groups that she/he is authorised to.
+In the program Approval of time reports the approver can then select group/working team. In the example below, group has been set in the parameters. The approver can only see groups that she/he is authorized to.
 {{ExpandImage|PRO-ATD-EN-Bild1.png}}
-The program for approving time reports is in {{pth|Projects|Time report approval}}. Select year and month, and the employees will appear in the list.
+The program for approving time reports is in Frontoffice: Project. Select year and month, and the employees will appear in the list.
 {{ExpandImage|PRO-ATD-EN-Bild2.png}}
@@ Line 61: / Line 62: @@
 |-
 !Reconciliation
-|An overview of all employees' calendars. This list is the same as in  {{pth|Project|Reports/Reconciliation Time}}.
+|An overview of all employees' calendars. This list is the same as in  Backoffice:  Project accounting/Reconciliation Time.
 |}
@@ Line 109: / Line 110: @@
 == Approve ==
-You can approve single days by marking them and then pressing Approve days, or a complete month by pressing Approve month. In both cases the box shown below opens, where you can approve or disapprove a day and write a comment.
+You can approve single days by marking them and then pressing Approve days, or a complete month by pressing Approve month. In both cases the box shown below opens, where you can approve or disapprove a day and write a comment:
 You can also open a time report for one specific day and approve it. A day that is not OK is shown in Marathon Time, crossed:
@@ Line 117: / Line 118: @@
 == Notification to employee ==
-You can send an e-mail to an employee with days that are not OK.  Click on Remind time reporters in the list of employees.
+You can send an e-mail to an employee with days that are not OK.  Click on Remind time reporters in the list of employees, the following confirmation is shown:
 {| class=mandeflist
@@ Line 128: / Line 129: @@
 = Changes =
-If an employee changes her/his time report on a day that already is approved, it is shown in two ways: With a red cross in the column Changed days:
+If an employee changes her/his time report on a day that already is approved, it is shown in two ways: With a red cross in the column Changed:
 {{ExpandImage|PRO-ATD-EN-Bild6.png}}
@@ Line 136: / Line 137: @@
 {{ExpandImage|PRO-ATD-EN-Bild5.png}}
-= Projects: Watch list time reports =
+= Backoffice watch list =
-In the watch list for time reports, the accounting staff can monitor the time report approvals. Additionally to functions described in {{pth|projects|Time report approval}}, here is a function for reminding approvers:
+In the watch list for time reports, the accounting staff can monitor the time report approvals. Additionally to functions described in Approval of time reports in Frontoffice here is a function fo reminding approvers:
 {| class=mandeflist
 !Remind approvers
-|Sends a reminder mail to approvers with not handled days during a period. Select    approvers with checking the box on a row. All approvers are selected by default.
+|Sends a reminder mail to approvers with not handled days during a period. Select    approvers with checking the box on a rpw. All approvers are selected by default.
 |}

@@ Line 142: / Line 142: @@
 {| class=mandeflist
 !Remind approvers
-|Sends a reminder mail to approvers with not handled days during a period. Select    approvers with checking the box on a rpw. All approvers are selected by default.
+|Sends a reminder mail to approvers with not handled days during a period. Select    approvers with checking the box on a row. All approvers are selected by default.
 |}

← Older revision		Revision as of 13:33, 1 June 2020
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	= Projects: Watch list time reports =		= Projects: Watch list time reports =

		⚫	In the watch list for time reports, the accounting staff can monitor the time report approvals. Additionally to functions described in {{pth\|projects\|Time report approval}}, here is a function for reminding approvers:
−	<div class="mw-translate-fuzzy">
⚫	In the watch list for time reports, the accounting staff can monitor the time report approvals. Additionally to functions described in {{pth\|projects\|Time report approval, here is a function fo reminding approvers:
−	</div>

	{\| class=mandeflist		{\| class=mandeflist