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Review and Approve Technicians' Timesheets

If a timesheet template requires approval, dispatchers must review each submitted timesheet and either approve or reject it.

Review a submitted timesheet

  1. Go to Timesheets > Pending Review.
  2. Select the timesheet to review.

This module displays all timesheets submitted for approval.

The Review side panel displays all activities in the timesheet. From here, you can approve or reject the timesheet.

Reject a timesheet

  1. From the Approve/Reject dropdown, select Reject.
  2. Enter comments to explain the rejection.
  3. Select Submit.

When you reject a timesheet:

  • The timesheet moves to Timesheets > Open.
  • The status updates to Open (Rejected).
  • The system sends a mobile notification to the technician.

Approve a timesheet

  1. From the Approve/Reject dropdown, select Approve.

When you approve a timesheet:

  • The timesheet moves to Timesheets > Closed.
  • The status updates to Approved.
  • The system sends a mobile notification to the technician.

Bulk review timesheets

To review multiple timesheets at once:

  1. Go to Timesheets > Pending Review.
  2. Select the timesheets.
  3. From Bulk Actions, select Approve or Reject.