Functionality reserved for support level 3

The time approval flow can be configured to monitor the times.

You need to define :

• approvers: practitioners who will reject or accept the times of their teams
• teams: groups of practitioners whose times are to be rejected or accepted by an approver

How do I activate timesheet approval?

To activate the timesheet approval option:

• Click on the settings icon  at the bottom of the right-hand bar
• Click on the "Enable" button under the "Activating timesheet approval flow" heading

• Click on the "Activate" button

• The "Configuration of time approval" line is now displayed in the "Timesheet" section.

How do I add a time sheet approver?

To add a timesheet approver:

• Click on the settings icon  at the bottom of the right-hand bar
• Click on the "Configuration of time approval" button under the "Timesheet" heading

• Click on "Add an approver"

• Choose the approvers by selecting the practitioners in the list and clicking "validate"

• The approvers are now listed in the time configuration

How do I add or delete a practitioner from an timesheet approval team?

To add or delete a practitioner to a timesheet approval team :

• Click on the settings icon  at the bottom of the right-hand bar
• Click on the "Configuration of time approval" button under the "Timesheet" heading

• Click on the approver line

• Select the practitioners to be added or deselect the practitioners to be deleted from the list, then click on "Validate"

• The practitioners' initials appear on the approver line

How do I delete an approver from the timesheet?

To Click on the validator line an approver from the timesheet :

• Click on the settings icon  at the bottom of the right-hand bar
• Click on the "Configuration of time approval" button under the "Timesheet" heading

• Click on the approver line

• Click on "Delete"

•  2  possible choices:
• Either click on "Delete" to delete the approver without reassigning the team members to another team. The practitioner will then have to be added manually to other approvers.

• The approver line is then deleted

• Or click on "Delete and reassign" to reassign the practitioners in the team to a new practitioner. If the selected practitioner is not an approver, he or she will automatically become one

• The practitioners initials are then updated on the approver line

 How do I disable timesheet approval flow?

To disable the timesheet approval option:

• Click on the settings icon  at the bottom of the right-hand bar
• Click on the "Disable" button under the "Activating timesheet approval flow" heading

• Click on "Disable" button

• The "Configuration of time approval" line is now hidden in the "Timesheet" section