Video - InEight Progress - Daily Plan Approval

TRANSCRIPT

Daily plan approval allows you to review actual hours, quantities, notes/issues, and productivity that were entered during the execution phase.

This gives supervisors a chance to review information before the hour are sent to the ERP payroll system, and quantities are claimed in InEight Control. To approve a daily plan, from the daily plan register, we see all plans created for the project and the status of each daily plan.

The status bar is color coded to show which part of the phase the daily plan is in. When you open your daily plan for approval, you see the plan color has changed.

In the awaiting approval phase, the daily plan has the same tabs as the execution phase.

All information entered, edited, or removed in the execution phase are now reflected in the awaiting approval phase.

Furthermore, the awaiting approval phase has the same level of editing as the execution phase.

On the Sign out tab, you can review the submitted time for each employee on the crew, as well as previously approved hours for the week, and the answered compliance questions.

If needed, you can change an employee's hours by rejecting an employee sign out.

If you're unsatisfied with the plan altogether, you have the option to reject the entire plan and send it back to execution for editing. Once you've completed the edits, click Done to complete.

With these employee hours corrected, go back to the Sign out tab to sign the employee back out.

Select their names then select Sign out on behalf of the employee.

Click Done.

When approving daily plans, there's three options.

Quantity, hours, and quantity and hours.

If you select Approve quantity, only the quantities of the daily plan will be approved, and the hours will still need to be approved separately.

If you select Hours, then only the hours will be approved, and the quantities need to be approved. If you select Approve quantity and hours, you'll approve both.

Select Approve quantity and hours to approve the daily plan. When prompted, click Yes.

Returning to the daily plan register, you'll see the status of your daily plan has now moved to approve, and the color bar has changed its colors.

You have now learned how to approve a daily plan. Thanks for watching!