Siebel Professional Services Automation Guide > Time Reporting and Time Sheets >

Creating a Time Sheet for Another End User

The following procedure explains how to create a time sheet, manually, for another user of the application. A typical use of this procedure would be for an assistant to prepare a time sheet for an executive. This procedure does not require that a formal reporting relationship exist—any user who has access to the Assistant's Time Sheets view can prepare a time sheet for another user.

To create a time sheet for another end user

  1. Navigate to the Time Sheets screen.
  2. From the Show drop-down list, select Assistant's Time Sheets.
  3. In the More Info form, click the show more button, and then add a new record.
  4. In the Submit To field, either enter the User ID of the person who should review and approve this time sheet, or click the select button and complete the following substeps:
    1. In the Pick Employee dialog box, use standard query or find techniques to locate and select the record that lists the person who should review and approve this time sheet.
    2. Click OK to close the dialog box and place the selected User ID in the Submit To field.
  5. In the Submitted By field, either enter the User ID of the person who worked the time being reported, or click the select button and complete the following substeps:
    1. In the Pick Owned By dialog box, use standard query or find techniques to locate and select the record that lists the person who worked the time being reported.
    2. Click OK to close the dialog box and place the selected User ID in the Submitted By field.
  6. Complete the remaining fields as needed. For descriptions of the fields, see Creating a Time Sheet Manually.

    7. NOTE:  For information about adding line items to the time sheet, see Adding Line Items to a Time Sheet.


 Siebel Professional Services Automation Guide 
 Published: 18 April 2003