Schedule Review Module Glossary
File Menu | |
---|---|
Validate Directions | Calculate distance and travel for all selected schedules to verify distances and address validity. Any addresses that the system is unable to determine as "valid" will be displayed. |
Remove Actual Hours | Remove all actual hours from the selected Schedules in the main grid. |
Modification History | View modification history of manual edits to the selected Schedule in the main grid. |
Schedule Summary | View a summary screen displaying detailed information about the state of the selected Schedule in the main grid. |
Event History | View processing history for the selected Schedule in the main grid. |
Quick Access Tools | |||||||
---|---|---|---|---|---|---|---|
Quick Schedule Edit | Find an event based on its Event ID and open it for editing. | ||||||
Attributes | The following “Bulk” operations will affect all checked or selected items in the main grid:
|
Actual Hours | |||||||||
---|---|---|---|---|---|---|---|---|---|
Fill Actual with Scheduled | Automatically fills in the actual hours information for all of the selected Schedules with the Scheduled (originally planned) time and hours. | ||||||||
Enter Actual Information | If you have a group of schedules selected (checked), this option will open each Schedule individually and allow you to manually enter actual hours and extra charges for each Schedule. (The Edit button on the grid toolbar allows you to do the same thing, but only for a single Schedule.) | ||||||||
Expenses |
|
Finalize Schedules | |||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
Finalize Checked Schedules | Finalize the checked Schedules in the main grid. Finalizing Schedules sets the Bill and Pay hours for the Schedule and marks them as ready for Billing and Payroll. Schedules must be finalized before they can be calculated in Billing or Payroll. If you already checked your schedules for potential payroll and billing issues, you can ignore the prompt to do so in this step. | ||||||||||
Check for Possible Issues | Check for potential issues with missing Pay or Bill Rates before Schedules are finalized and processed through Billing and Payroll. This tool runs all of the checks in sequence; each individual validation check may be independently performed using the tools under the drop down arrow.
| ||||||||||
Fill Bill Hours Based on... |
| ||||||||||
Fill Pay Hours Based on... |
| ||||||||||
Expenses |
|
Review before Billing and Payroll | |||||||||
---|---|---|---|---|---|---|---|---|---|
Un-Finalize Checked Schedules | Un-Finalize the selected Schedules in the main grid. This will un-mark all of the checked Schedules as being ready for Billing and Payroll. While not part of the “normal” process of moving a Schedule into Billing and Payroll, you may occasionally find it necessary to un-Finalize a Schedule in order to correct information on it before processing it into Billing or Payroll. | ||||||||
Maximize Actual Hours | Maximize un-billed actual hours. For more detailed information, see the document Maximizing Authorized Hours. | ||||||||
Expenses |
| ||||||||
Adjust Bill Breaks | Increase Break hours for Billing on all selected schedules by a specified amount. (To reduce Break hours, enter a negative value.) | ||||||||
Adjust Pay Breaks | Increase Break hours for Payroll on all selected schedules by a specified amount. (To reduce Break hours, enter a negative value.) |