Timecard Approval by WEEK, not by line.

Melissa Lyons

Hi Community!

Relatively new to SS, so I am thinking this has a simple solution.

We are utilizing the timecard template but need a weekly approval from management.

As of now, I can only get approval request to work by row.   I do not want the managers to have to approve each row of the timecard...  rather, just one approval per week.

I will need a time stamp and approval checkbox or drop down.  

Any simple fixes for this newbie?

 

 

Andrée Starå

Hi Melissa,

There are a few ways to solve this without the update request feature.

Create a report for the manager where he/she approves every row in the report.

Save the sheet to a pdf or similar and attach that pdf to the sheet and then use the integration with DocuSign and get them to sign thru that.

Would that work for your use case?

I hope this helps you!

Best,

Andrée Starå - Workflow Consultant / Get Done

Melissa Lyons

Thank you!   I will have to look into DocuSign as I am not familiar with it yet.  I will certainly take a look.

Thanks for the lead!

Andrée Starå

Happy to help!