Overview:

This screen is used by external contractors working as a supplier to the client using Workbench. Here, you can enter daysheets according to the agreed schedule with your client. To review previous entries, use the Daysheet Portal screen.

If you have any issues logging in or accessing this screen or the Portal, please query your client contact to resolve the issue.

Screen Guide:

Before data can be entered you must select a Schedule from the list, 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.

To begin entering data, start with the Docket field. If you are copying entries from a paper system into Workbench, use the paper docket number for this field. If you do not have a docket number to enter, use today's date (e.g., 020719) as the Docket because it is a required field.

Next, select the appropriate Schedule Code for the line you are entering. If you cannot find the code you are looking for, ensure you selected the correct Schedule, then contact your client to locate the missing code.

Once the code is selected, enter the Job and Work Centre from the list. A Comment can also be added to provide an explanation or notification to the client supervisor during their review. The Operator Name field can be utilised to add the person who was responsible for the line, such as a plant operator or the person who the time is for. Unit is the unit of measurement for the selected Schedule Code, and the Quantity is the amount of the code being claimed. Your client may have prescribed a specific quantity for each code and, if reached, will cause a yellow warning to appear (but will still save your entries).

The Status field indicates where each line sits in the approval process, starting with Entered followed by Approved or Rejected depending on the action taken by the supervisor. Approval Notes may be included when the supervisor finishes their process.

The  icon is used to duplicate the current line into a new line, making it easier to enter multiple similar lines. The bin icon checkboxes are used to delete individual lines after you click Save.

In the case of paper dockets being transferred to Workbench, the document should be scanned and uploaded to your daysheet using the Attachments button.

Field List:

• Docket should either be a paper docket sequence or the day's date.
• Schedule Code comes from the Schedule selected at the top. If you cannot find the code you are looking for, ensure you selected the correct Schedule, then contact your client to locate the missing code.
• Job comes from the Schedule Code.
• Work Centre comes from theSchedule Code.
• Comment is available to add any text you wish to communicate to your client.
• Operator Name is an optional free text field to enter the person referenced in the line.
• Unit is the unit of measurement and cannot be edited here.
• Quantity is the number of the line you are claiming.
• Status starts as Entered, and can then be changed to Approved or Rejected by the client supervisor.
• Approval Notes are any comments made by the supervisor during the approval process.
• The  icon is used to duplicate the current line into a new line, making it easier to enter multiple similar lines.
• The bin icon checkboxes are used to delete individual lines after you click Save.

Next Steps:

Be sure to click Save after making any changes to each screen, and before changing the Daysheet Date.

After the client supervisor completes the approval process, you can return to this screen to see the updated Status, or preferrably using the Daysheet Portal screen as it gives a summary of all daysheets in the system. If rejections occur, the supervisor may trigger the system to send an email notifying you of the rejection.