Review automatically tracked time
Look over time tracked on quote and job pages and choose what goes onto your timesheet.
Screens may differ slightly from what you see.
What it is for
Capture Review (Workforce section) lists time tracked while you work on quotes and jobs. The page title says it "stays on this device until you promote it". You review it before any of it reaches your timesheet.
Who can use it
If your account does not have capture switched on, the page says: "Auto admin-time capture is not enabled for your account. Nothing is being tracked."
How to use it
Review and add time
- Open Capture Review.
- Time is grouped by day, then by job or quote. Each line shows a start time and how long you were active.
- Tick the lines you want, or use Toggle all on a job or quote.
- Press Add selected to timesheet. A message says how many segments were promoted to your timesheet.
If some cannot be added, the page lists them with the reason.
Merge, delete or show promoted
- Merge selected: needs two or more lines for the same record and day.
- Delete selected: removes them. The message says "Segments deleted (never uploaded)".
- Show promoted / Hide promoted: promoted lines are hidden by default.
See what the server holds
The What the server holds card lists the admin time you have promoted, by date and job, with a total. Before you promote anything it says: "Nothing promoted yet — the server holds no capture data for you."
Tips
- If the page is empty, open a quote or job and work as normal. The time collects here.
- Promoted hours appear on your timesheet.
Things to know
- A green note on the page says tracked time is held in this browser only. Nothing reaches the server unless you promote it. Unpromoted segments are removed automatically after 14 days.
- Because it is held in this browser, it will not appear on another computer.
- Per the card text, managers only see day-rolled hours on your timesheet, not the individual segments.
Related articles
Common questions
Does tracked time go to my timesheet automatically?
No. Tracked time is held in this browser only. Nothing reaches the server unless you promote it by pressing Add selected to timesheet, so you review the lines first and choose which to keep.
What happens to time I do not promote?
Unpromoted segments are removed automatically after 14 days. Because the time is held in the browser, it will not appear on another computer, so promote what you want to keep.