Sync Approval Status to PR Timecard Batch
You can have the portal submission and approval actions post directly to the timecard batch on each line item. This will allow you to filter and sort by status.
In addition to using the Timecard Dashboard, this can help isolate unapproved and unsubmitted timecards in the PR Timecard Entry batch in Vista.
To enable this functionality, add a user-defined field to the PR Timecard Entry form called udApprovalStatus (for Job Approval, name it udJobApprovalStatus). The input length for the field must be 15 characters.
UD Field | Portal Action | Status in UD Field |
---|---|---|
udApprovalStatus | Timecard is submitted | Submitted |
Timecard is approve on Timecard Approval page | Approved | |
Timecard is rejected / unsubmitted | Unsubmitted | |
Timecard is unapproved | Submitted | |
udJobApprovalStatus | Timecard is submitted | Blank |
Timecard is approved on Job Time Approval page | Approved | |
Timecard is rejected / unsubmitted | Rejected | |
Timecard is unapproved | Submitted |