2.4.1 Log List
This is the log approval overview page, which is marked by a red box and a blue circle. The following will be explained in sequence according to the serial number.
1. Log/Plan Switch
As shown in circle 1, switch work log/work plan to query the list of logs or plans in approval.
2. Conditional Query
As shown in circle 2, you can query by date range, project, issue, recorder and approve status.
- The recorder refers to the user who submitted the log.
- The recorder defaults to the current logged in user
Note: When a regular user views the page, the recorder selection box is not visible, only the approver has a record selection box. An approver refers to a user who has any project approval permission, such as a project leader or a user assigned a TimeWise project approver role.
3. Select
As shown in circle 3 above, you can select all logs on the current page or all logs on a certain date. To have a checkbox in front of the log, the following conditions must be met simultaneously
- The log approval status is [Draft]
- The recorder is the current logged-in user
4. Bulk Submit
As shown in circle 4
- After selecting one or more logs. Click the [Bulk Submit] button to submit all the logs at once. For example, if 1 log is selected, the following dialog window will display:
- After the submission is successful, the approval status of the log will change from [Draft] to [Pending].
- Everyone can only submit their own logs.
5. Bulk Delete
As shown in circle 5, click to expand the [Bulk Delete] button.
- After selecting one or more logs. Click the [Bulk Delete] button to delete all the logs at once. For example, if 3 logs is selected, the following dialog window will display:
Deleting logs will also verify whether there is permission to delete logs in the project permission scheme. If there is no permission to delete logs, the deletion will fail and prompt:
6. Operations
As shown in circle 6, The operations allowed for logs are affected by approval status, recorder, and approver.
6.1 Logs in draft status
You can:
- View:Click the icon to view the details of the log.
- Edit:Click the icon to edit the information of the log.
- Delete: Click the icon to delete the log.
- View Approval History:Click the icon to view the approval history of the log. The following dialog window will appear:
Note: Operations by the approver on their own logs are exactly the same as a regular user.
6.2 Logs in pending status
If the current logged in user is not the recorder of this log, you can:
- View:Click the icon to view the details of the log.
- View Approval History:Click the icon to view the approval history of the log.
If the current logged in user is the recorder of this log, you can:
- View:Click the icon to view the details of the log.
- View Approval History:Click the icon to view the approval history of the log.
- Withdraw Approval:Click the icon to withdraw the approval, and the approval status of the log will be rolled back from [Pending] to [Draft]
6.3 Logs in approved status
If the current logged in user is neither the recorder nor the approver of this log, you can:
- View:Click the icon to view the details of the log.
- View Approval History:Click the icon to view the approval history of the log.
If the current logged in user is the recorder of this log, but not the approver of this log, you can:
- View:Click the icon to view the details of the log.
- View Approval History:Click the icon to view the approval history of the log.
- Apply for Withdrawal of Approval:Click the icon to apply for withdrawal of approval from the approver. After the approver agrees to withdraw, the approval status of the log will be rolled back from [Approved] to [Draft].
If the current logged in user is the approver of this log, regardless of whether it is the recorder of this log or not, you can:
- View:Click the icon to view the details of the log.
- View Approval History:Click the icon to view the approval history of the log.
- Withdraw Approval:Click the icon to withdraw the approval, and the approval status of the log will be rolled back from [Approved] to [Draft]