If you have completed Step 1, you should see the Timesheet planning you just created in Projects> Timesheet planning & privileges.
An alert under the users column is warning that there are no users associated with this Timesheet plan.
1) To add users to this Timesheet plan, click the LabOrders arrow on the right side of the line and select the Manage users option.
2) On the top left of the facebox, click the Add user button.
3) Enter the name or email of the user you would like to add and choose the appropriate privilege.
Click the Submit button to add the user to table.
⚠ Note: If you do not see the user in this list, it is because its account is currently not active in LabOrders. You can follow the instructions on how to add new users to correct the situation.
The exact privileges details depend on the settings defined by your institution, but typically they mean:
- Request: the user will be able to report activities in this project. Their timesheets will be approved by someone with the Approve privilege.
- Request, Approve: the user will be able to report activities in this project. Additionally this user will be able to approve timesheets of users that only have the Request privilege assigned. Depending on your institutions settings, this user may "approve" their own timesheets or their timesheets may be a approved by someone with the Approve PIs privilege.
- Approve: the user will not report activities on this project, but will be able to approve the timesheets of users that have the Request privilege.
- Approve PIs: the user will not report activities on this project, but will be able to approve the timesheets of users with the Request, Approve privilege.
4) Once you have assigned all the users to the project you can close the facebox.
Let's move to Step 3 - Adding work packages to the project.