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12.0 Timesheet, expenses recording and reference library developments
Who is this article for?Users who want to learn more about 12.0 Timesheet status and reference library enhancements.
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In this article, we delve into the developments in timesheet, expenses recording, and reference library functionalities introduced in version 12.0. These enhancements aim to streamline and enhance the efficiency of time tracking, expense management, and access to reference materials within the system.
1. Time and expenses recording
1.1 Timesheet status
- Following new time entry synchronisation (performed automatically by the system and unique to this module), the default initial status of Timesheet Not Created will update to In Progress.
- This status is also reflected in the "Open Timeline" window in order to help inform different review methodologies.
Note: The terminology for this status is not controlled via Tools, Methodologies and Entity Review Policies. It can only be changed in the global terminology file by contacting mksupport@ideagen.com.
2. Reference library
2.1 Import/export
- Exporting files directly from the Reference Library to external locations (i.e. outside of Internal Audit) as well as Importing new versions of files (i.e. overriding the existing version) is now supported. These functions are performed within the Details tab of Document Properties.
- For the Import process specifically, subsequent document approval actions remain the same. The user must select Secure Backup or Discard Revision Changes and re-activate the document when appropriate to do so.
- When needing to Export a copy of the document, because the common drag-and drop process is not supported from the Reference Library to external locations, the option to Click and drag to export document provides the same functionality.