Rhumbix provides a Dashboard platform for viewing and editing your T&M Forms. To get there, click on T&M Tracking under Field Forms.
You can use the top bar to navigate between groups and projects, as well as filter by date range.
For further view-customization, you can group the T&M Tracking view by a few different filters. To select a grouping, click the None button and select one of six options: GC Ref #, Company, Created By, Work Status, Tag Status, and GC Verified.
To view and edit a T&M Form:
Scroll horizontally to the right.
Click the View button.
To edit, click the Edit button (if available).
Make any additions or modifications required.
Click Save.
Field Form users can now see the history of every edit made to their T&M Forms using the new history button in the table. This will be a helpful tool to see what was changed on a T&M form and who made the edit, which will provide higher visibility and streamline communication.
On your T&M Tracking page, simply scroll all the way to the right and you’ll see the new history button next to view.
This will then populate a list of the history of edits for that T&M Form with all the information you’ll need!
Please visit one of the three below articles for details on approvals and actions available at each status.
You can always find more information on T&M Forms here on our Support Center.