CloudLink Ideas Portal

ability to filter technicians in labour approval (WesTrac)

Currently, our system either displays all employees or requires individual selection of technicians for timesheet approvals. This approach is not only time-consuming but also prone to errors, as it demands meticulous manual selection. To address these challenges, I propose the implementation of a filter that allows all employees selected in the scheduler to automatically populate in the timesheet approvals.

  • Travis Satur
  • Feb 21 2025
  • Needs more votes
How often would this idea be used? Daily
How much time would you save when the idea is implemented? It would save hours of work
How many people at your company would benefit from this idea? A Team or Group of People(5-25)
What problem is your idea trying to solve?
  1. Streamlined Process: By integrating the scheduler style filter with the timesheet approval system, we can eliminate the need for manual selection. This will save valuable time for managers and approvers, allowing them to focus on more strategic tasks.

  2. Reduced Errors: Manual selection increases the risk of overlooking employees or selecting the wrong individuals. A tech filter will ensure that all relevant employees are included, thereby reducing the likelihood of errors and ensuring accurate timesheet approvals.

  3. Improved Efficiency: With the proposed filter, the timesheet approval process will become more efficient. Supervisors will no longer need to sift through a long list of employees, as the system will automatically populate the relevant individuals based on the scheduler style filter.

  4. Enhanced User Experience: The current process can be frustrating and cumbersome for Supervisors. Implementing this filter will enhance the user experience by making the timesheet approval process more intuitive and user-friendly.

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  • Admin
    Mark Dearborn commented
    27 Feb 18:26

    We are adding the Ability to filter by Tech store and not WO Header Store.



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