This article explains:
A. How to edit previous records.
allGeo provides flexibility to managers keeping in mind that unintentionally employees might enter wrong data which can impact accuracy of reports.
To edit the timesheets:
Click on 'Reports'.
Click on 'Edit Reports'.
- You will reach the 'Edit Time Clock' screen.
Here you can:
A. Edit the previously existing records in the system.(You will be able to edit the Name, Stage Name, Date, Time, Job-site Name, Task name, Message details.)
A. EDIT PREVIOUS RECORDS
To edit the desired record, you can follow the below mentioned steps:
Select the appropriate date range for the record that is to be edited.
To edit a particular record, Click on the field such as Name, Stage Name, Date, Time etc. that is to be changed.
Choose from the drop down menu the new value you want to assign to the respective field.
Similarly, you can also edit other fields such as Date, Time, Job Site Name, Task Name, Distance etc.
REMEMBER: It is mandatory to enter 'Manager notes' to edit any record. This
helps the system main transparency.
Click on 'Save Selected'.
Below is the edited record:
- What ever you edit here will be reflected in all the time clock reports.
- You can also export the data to an Excel sheet or PDF as required.
NOTE: To enhance clarity and readability of your timesheet:
You can use 'Group by' feature by dragging a column header as shown. You may group by any header. For example - Stage name, Date, etc.
You can choose which column headers should be visible on the table. The ones that you uncheck will not show up on the table.
- You may apply filters in each column to refine your search.
B. ADD A NEW RECORD
You can also add a new record in timesheets of a particular date retrospectively from this page:
Select the date range in which you want to add the new record.
Click on 'Add a new record' button.
For the respective drop down menu, fill the following fields: Name, Stage Name, Date, Time, Job site name, Task Name, Manager Notes, Distance.
NOTE: Its is mandatory to add Manager's notes to maintain transparency and accountability.
Click on 'Save selected' to proceed.
- You will now be able to see the new record in the table.
- This change will also be reflected in the Time-Clock report.
To understand how to EDIT MILES in 'Edit reports' click here.
If you have any other questions, please feel free to write to us at support@abaq.us