Overview:

This entry screen is used as part of the Dockets and Daysheets module and is usable by internal Workbench users. See New Daysheets Daysheet External Entry for the screen oriented towards contractor entry.

Using this screen requires existing Contractor Schedules for the desired job and supplier combination. It is intended to be used by the manager, supervisor, or administrator to enter or edit dockets directly on behalf of the contractor, either where the contractor submitted paper dockets or where there is no contractor user available to enter data. Approving submissions can be done on the New Daysheets External Daysheet List screen.

Screen Guide:

Before data can be entered, an existing Contractor Schedule must be selected under Schedules, followed by the desired Daysheet Date. If data has been previously entered for the schedule/date combination, the lines will display in the table and additional lines can be added with + New Line.

Where lines are being added from paper dockets, scans of those pages can be added using the Attachments button.

• Docket is a required free text field and is intended to be used where there is a traceable docket number attached to the entry. Where there is no docket number, the date can be used instead. The system will detect duplicate docket numbers that have previously been used and display an error message.
• Schedule Code comes from the settings of the Contractor Schedule used.
• Job is determined by the Contractor Schedule used.
• Work Centre is also determined by the schedule.
• Comment is a free text field, usually used by the contractor to note any exceptions or items the supervisor should be made aware of.
• Operator Name gives the option of entering the person the line relates to.
• Unit is determined by the schedule line used and is the unit of measurement.
• Quantity is the number of units claimed. If the quantity limit that was set in the Contractor Schedule has been reached, a yellow warning will be displayed upon saving.
• Status keeps track of where the lines are in the approval process, starting with Entered followed by Approved or Rejected depending on the action taken in New Daysheets External Daysheet List.
• Approval Notes can be added during the approval process in New Daysheets External Daysheet List, and are used to communicate approval-related notes to the contractor.
• The  icon is used to duplicate the current line into a new line, making it easier to enter multiple similar lines.
• Ticking the bin checkbox marks the line for deletion and will be removed after clicking Save.

Next Steps:

Once lines are entered for the day, Save any changes before navigating away. Daysheet lines are approved by the schedule's supervisor using the New Daysheets External Daysheet List screen. Contractors can view their version of the screen using New Daysheets Daysheet Portal.