Checking of Weekly Reports
To check weekly reports, the options
or
are available in the "Field Service" area. Via "Weekly reports" all weekly reports available for a resource can be displayed. The "Search" option is available to find specific weekly reports - for more information, read the article "First Steps with Weekly Reports".
Check and approve weekly reports
Open a weekly report. In the "Times" section you can see whether the resource has entered times for each working day. In the lower area of the window, check the total times and make sure that the entries for "Working time", "Travel time" and "Total" are correct. In addition, check the entries in the "Header data" section for completeness and correctness.
If all information is complete and correct, switch to the "Completion" section. If you have checked the weekly report as the person responsible for the subject, you can grant the "Technical approval" for it. If the weekly report has already been checked in the accounting department, check the checkbox for "Commercial approval". Enter your name as signatory. If you would like to inform someone about the release by e-mail, enter the respective e-mail address in the "Send e-mail" field. Save the weekly report by clicking on
.