2.4.4 Plan List - Approver
The approver refers to the user who has the TimeWise Project Approve permission, such as the Project Lead and the user assigned the TimeWise Project Approver project role. The approver will see the following page after logging in. Each function is indicated by a green circle and red frame.
1. Log/Plan Switch
As shown in circle 1, selecting the [Work Plan] button will display work plans in the table.
2. Conditional Query
As shown in circle 2, you can query by date range, project, issue, recorder and audit status.
- The recorder refers to the user who created the log or plan.
- When the audit query page is opened, the current login user is selected as the recorder by default.
Note: When a regular user views the page, the recorder selection is not visible.
3. Select All
As shown in circle 3, the Select All checkbox will do the following:
- If checked, all plans will be selected.
- If unchecked, all plans will be deselected.
4. Single Plan Checkbox
As shown in circle 4, you can check or uncheck the checkbox to select or deselect a single plan.
- Only plans in the [Draft] status can be selected.
Note: Unlike the log query list, the auditor can also submit plans created by other users.
5. Bulk Submit
As shown in circle 5, bulk submit does the following
- After selecting one or more plans, click the [Bulk Submit] button to submit all plans selected at once. For example, if 1 plan is selected, the following dialog window will appear.
- After the submisson is successful. The audit status for all plans submitted will change from [Draft] to [Pending].
6. Operations Available to Draft Plans
As shown in circle 6, each operation is described below:
- View：Click the
icon to view details of the plan. - Edit：Click the
icon to edit information of the plan. - Delete：Click the
icon to delete the plan. - View Approve Records：Click the
icon to view the approval history of the plan. The following dialog window will appear:
Note: Unlike the logs, the auditer can also perform these operations on other people's plans.
7、Operations Available to Pending Plans
As shown in circle 7, each operation is described below:
- View：Click the icon to view details of the plan.
- View Approve Records：Click the icon to view the audit history of the plan.
Note: The approver can restore the plan assigned to them for approve from [Pending] to [Draft], or restore their own plan from [Pending] to [Draft].
8、Operations Available to Approved Plans
As shown in circle 8, each operation is described below:
- View：Click the icon to view details of the plan.
- Restore：Click the
icon to restore the audit status of the plan to the previous state. Plans in the [Audited] status will be restored to the [Pending] status. - View Approve Records：Click the icon to view the approval history of the plan.
Note: The approver can restore the plan assigned to them for approving from [Approved] to [Pending].
9. Jump to Page
As shown in circle 9, click a page number to go to the specified page, or click the left or right toggle buttons to go to the previous or next page.