How to use Time Sheets Effectively

Required Permissions
For all users:
The Launch My Time Sheets permission set to 'Grant' is required to access the [My Time Sheets] page. 
The Complete Time Sheets permission set to 'Own' to complete your own individual Time Sheet.

For a Manager:
The Launch Time Sheets permission set to 'Grant' is required to launch the [Time Sheets] page. 
The Read Time Sheets permission set to 'Department' is required to read your team members Time Sheets.
The Approve Time Sheets permission set to 'Others' is required to Approve your team members Time Sheets.

Where do I log Time in Pentana Audit?

Starting from the [Home] page within the [Universe] navigational spine, click the [Admin] button then go to [My Time Sheets]. 

What can I do in the My Time Sheets page?
The My Time Sheet screen enables users to:

• Record the number of hours spent working on each Audit on each day. This can be broken down into Tasks to show a better breakdown of the Audit itself.
• Enter Rich Text Notes to justify each time sheet line if required.
• Against each Audit have an optional Component. The available components are typically added during configuration in the Time Sheet Components segmentation, please contact your System Administrator user to improve this selection.
• Mark each sheet as 'Completed' - there is no option to individually complete time sheet lines.

The Audits and Tasks are shown separately on the grid with a summary of totals by row and column. You can additionally remove lines and edit comments where appropriate.

How to Add an Audit to My Time Sheets

1. Starting from the [Home] page within the [Universe] navigational spine, click the [Admin] button then go to [My Time Sheets]. 
2. Click the [Add Audit] button in the 'Actions' section of the ribbon.
3. The "Add Audit" window will appear, click on the [Audit] you are looking for - by default this will be filtering by Audits you are assigned to in the 'Open', 'Prepared' or 'Confirmed' state. If the Audit you are looking for is not initially visible - click the X in the top left corner of the "Add Audit" window to clear pre-filters, this will display all Audits and you can select your Audit(s) of choice (e.g. 'Food Stock')
4. The 'Food Stock' Audit will now appear as a set line within the data pane, click [Save] in the top right corner to save the changes to your time sheet..  

How to Add a Task

1. Starting from the [Home] page within the [Universe] navigational spine, click the [Admin] button then go to [My Time Sheets]. 
2. Click the [Add Task] button in the 'Actions' section of the ribbon.
3. The "Add Task" window will appear, select the [Task] you are looking for (e.g. 'Holiday'). If the Task you require to add is not on the list, contact your System Administrator user who can add the Task into the Time Sheet Tasks segmentation. Read here for more details.
4. The 'Holiday' Task will now appear as a set line within the data pane, click [Save] in the top right corner to save the changes to your time sheet..  

How to Add a Component?
Components can be used optionally to store more specific information against an Audit (e.g. 'Planning', 'Fieldwork', 'Reporting'). 

1. Starting from the [Home] page within the [Universe] navigational spine, click the [Admin] button then go to [My Time Sheets]. 
2. Click the [Add Audit] button in the 'Actions' section of the ribbon.
3. The "Add Audit" window will appear, click on the [Audit] you are looking for - by default this will be filtering by Audits you are assigned to in the 'Open', 'Prepared' or 'Confirmed' state. 
4. The 'Food Stock' Audit will now appear as a set line within the data pane, click [Save] in the top right corner to save the changes to your time sheet.
5. Now that the Audit has been created as a line in your Time Sheet, go to the Component field for the Audit in the Data Pane and click the [Drop-down] button then select a specific option (e.g. 'Fieldwork')