Supervisors can review multiple submitted records, identify records that fail validation, fix issues, update shared fields for multiple entries, and approve or reject in bulk with comments on the Timesheet Management app.
Required Editions
| Available in: Lightning Experience |
| Available in: All editions of Field Service Plus for Energy & Utilities, and all editions of Asset Service Lifecycle Management |
| User Permissions Needed | |
|---|---|
| To access Timesheets objects: | Labor Cost Optimization Supervisor |
- From the App Launcher, find and select Timesheet Management. Select Timesheets object and a list view.
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In the Status column, check for Error on
any timesheet that did not pass timesheet validations for compliance.
- Select a timesheet to read the messages under Validation Errors related list (for example, Missing break or Unassigned vehicle).
- Edit a timesheet if needed and save. When all errors are resolved, change the status to Submitted to run validations again.
- After the validations pass, the timesheet gets into the Approval Pending status.
- Return to the list view and change the filter to Approval Pending.
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Select multiple timesheets and edit the needed fields to apply the changes to all fields.
Change shared fields such as Job Expense Type, Cost Center, or Vehicle. Click Save to apply the updates to all selected records.
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With the same rows still selected, click Approve to finalize or
select Reject to return the timesheet for corrections.
While rejecting a timesheet, enter a clear explanation for a rejection reason. The note is automatically returned to each technician, and the status updates to Rejected.