After a user has submitted a Field Ticket, those assigned to
the job in the JC Jobs or PM Projects will be able to approve the time from the Field Ticket
Dashboard.
-
Select .
-
Select the job in the Projects dropdown field. To
narrow your search, you can modify the date range, select a
Status, or enter a Ticket
Number.
- To approve the ticket from the Field Ticket
Dashboard, select Approve. To review ticket details before approving, select the
date for the ticket on the dashboard.
- When reviewing ticket details, you can choose to
Approve the ticket
or Unsubmit to make
changes.
-
If you are accessing Field Management from a
mobile device or in a mobile view on a web browser, the Unsubmit Ticket,
Approve
Timecard, and View PDF options
are available from the Action drop-down button in ticket details.
- If you unsubmit a ticket, an email will be sent to
the user who submitted the ticket letting them know that it was
unsubmitted and you will need to re-submit the ticket with new
signatures.
Note: If you have enabled the portal setting Auto process field ticket if all
associated timecards are approved, Field Tickets are
approved automatically when all timecard lines associated with those Field
Tickets have been approved ().
- To print or delete a ticket from the dashboard,
select the Actions
drop-down button. Tickets can be deleted only if they are unsubmitted.
Note: If material or production time was not processed
correctly or was cleared, the approver will be able to select Reprocess
Material or Reprocess Production from the Actions drop-down.
After a field ticket is approved:- Job Time and Equipment usage are saved to the Field Ticket and the PR Timecard
Entry batch.
- Progress Entry and Material Usage entered in the Field Ticket are processed
in a batch.
- The Field Ticket PDF is attached to the JC Field Ticket
table in Vista. For more information on the integration, see Field Tickets Integration with Vista.
