The Rhumbix Daily Report can move through several stages of approvals. These approvals are Draft, Submitted, Verified, Completed, and Shared.
Daily Reports with statuses in Draft, Submitted, Verified, or Completed move a report along internally while it's under review.
Daily Reports in the final status, Shared, indicates that a report has been shared externally with your GC and/or other parties.
To change the status of a Daily Report:
Log onto Rhumbix Dashboard.
Click on "Daily Report" under Field Forms.
Select the report(s) you want to approve by selecting the check-box on the left-hand side.
Click Actions at the top.
Select your new status to assign to the Daily Report.
For your convenience, here is a grid of the available actions and status change permissions per role. Pro-Tip: Right-Click on the image below, Click on "Open Image in New Tab," hover over the image and the cursor will turn into a magnifying glass, and click to zoom in.
You can always find more information on Daily Reports on our Support Center.