Check-ins and approvals

A check-in records a date, hours, billable choice, description, team member, objective and optional task. A team member can save it as draft or submit it. The configured approval workflow acts on a Submitted entry with positive hours. It marks the entry Approved and records a review decision and an operation receipt. If hours are not positive or the entry is no longer Submitted, the attempt receives a failed receipt.

Submission starts the configured approval action. The Check-in Reviewer inspects the resulting status, decision and receipt, especially when an attempted approval fails its guard. Keep the original check-in attached to the objective so the team can explain the hours and the recorded result during a later review.

• Record the work. The Team Member enters the date, positive hours, objective and optional task.
• Submit for approval. A Submitted entry is checked by the approval workflow.
• Inspect the result. The Check-in Reviewer compares the entry status with its decision and receipt before resolving an exception.

Agree who reviews submitted time and what the team considers a complete description. Decide whether billable or non-billable applies to each kind of work. Check the team member, objective and task links before approving an imported entry. Rehearse with a positive-hour entry and a zero-hour entry. The Check-in Reviewer should find the approved entry and its evidence, then return the failed case to the Team Member for correction.

A team member finishes a task and submits a dated check-in for the work. Submission starts the approval workflow. The reviewer checks the project, task, hours, decision and receipt after it runs. A zero-hour submission fails the guard; the reviewer returns to the source entry instead of treating the receipt as an approval. The Team Member corrects the invalid hours on the source entry before submitting again. The Check-in Reviewer compares the date and team member with the linked objective, because a valid hour total alone does not explain which work was booked. The reviewer checks the later receipt separately so an earlier failure is not mistaken for an approval.

• Check-Ins Awaiting Approval — Entries still Submitted, with objective, task and hours for exception review.
• My Check-Ins — A team member’s dated entries and status.

Follow the process and inspect the data model.