Enhancement to Interpreted Timesheet Status Change

Description

Previously, a Set to Reviewed button and a Set All To Reviewed button was available on the Interpreter > Interpreter Review screen and could be invoked whenever one or more timesheets, which all had a status of Not Reviewed, were selected in the Results section of the screen and that button allowed the status of the selected timesheets to be changed to Reviewed.

Those buttons has now been replaced with a Set To Status button and a Set All To Status button which, when clicked, displays a list of custom timesheet statuses. An example of this is shown below.

When changing the status of timesheets, it is important to note that depending on the current status of a timesheet it may not be valid to change its status to another particular status depending on the status types that apply to the current and the new status that you are attempting to set.

For example, if the current status of a timesheet has a status type of Reviewed – Bill Only and the timesheet has been billed already it is not valid to change the status of the timesheet to a status that has a status type of Reviewed – Pay Only since the invoice has already been generated.

When you attempt to change the status of interpreted timesheets, the status will change accordingly for those timesheets for which the status change is valid. However, if the status change is not valid for one or more of the selected timesheets, the following occurs:

the current interpreted timesheet status of the those timesheets that could not be changed is retained
an error message is displayed at the top of the Interpreter Review screen and the timesheets that could not be changed are highlighted in red in the Results section of the screen, as shown in the example below:

Similarly, the Set to Reviewed button on the Interpreter > Interpreter Review > Interpreted Timesheet Details screen has been replaced with a Set To Status button which, when clicked, displays a list of custom timesheet statuses. However, the list of statuses are filtered based on the current underlying status type of the timesheet. In the example below, the interpreted timesheet has already been reviewed for pay only and has been paid so the only status that is available for the timesheet to change to is Reviewed - Pay and Bill. All other statuses are grayed out.

The existing Reverse Timesheet action, which reverses the interpretation results of a timesheet and allows the timesheet to be re-keyed in the Time and Attendance module, is only available if the underlying status type of a timesheet is Not Reviewed. Once the status of an interpreted timesheet has been changed such that that the underlying interpreted status type is anything other than Not Reviewed, the status of the timesheet cannot be reverted to a status type of Not Reviewed if the timesheet has been paid in a pay batch, billed in an invoice batch or both.

Benefits

This enhancement complements functionality that has been introduced in this release that allows custom-defined interpreted timesheet statuses to be created and applied to interpreted timesheets. For more information, see Support for Custom Interpreted Timesheet Statuses.

Configuration

For more information about how custom interpreted timesheet statuses are configured, see Support for Custom Interpreted Timesheet Statuses.