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- Meeting Management
- Process
- Attendance submission and approval
Attendance submission and approval
A Team Member records a work date, positive hours and a project. The optional action item can show which assigned work used the time. Submission moves the entry from Draft to Submitted. Setting the entry to Submitted triggers the approval workflow. It checks positive hours and the Submitted state, then records the approval decision and operation receipt. The Attendance Approver reviews the recorded outcome.
Step by step
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Submit attendance Team Member
Send a positive-hours entry for review. Team Member owns this step.
- Send a positive-hours entry for review.
- Updates Attendance, Projects, Team members
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Approve attendance Approval workflow
The workflow checks the submitted entry and records the decision and receipt. Attendance Approver reviews the outcome.
- Check positive hours and the Submitted state, then record the decision and receipt.
- Updates Attendance, Decisions, Operation receipts
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Review outcome Project Manager
Inspect the entry status and recorded operation result. Project Manager owns this step.
- Inspect the entry status and recorded operation result.
- Updates Attendance, Decisions, Operation receipts
Who does what
Roles and permissions- Project Manager
- Coordinates the project; Meeting Organizer prepares the meeting; Team Member updates assigned work; Attendance Approver reviews approval outcomes; Delivery Lead reviews exceptions and verification.
Set up Meeting Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.