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Time sheet compliance

Can anyone please show me if we'd set time sheet compliance to certain user groups instead of all users? 

For example, we'd only need to track time sheet for engineers but not marketing or sales team as they were only given tasks to complete certain tasks in the work plan.  Is there anyway to do that?  Thank you.

Florence Wang Answered

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Hello Florence, 

It's definitely possible to control which users are included in the results. In order to do that, you'll need to modify the app's configuration in Settings >> Configure. Here's an explanation of what needs to be done within the app's configuration:

I hope this helps.

Roland

Roland Pumputis 0 votes
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Hi Roland, thank you for your feedback. I'm a beginner admin. for Clarizen. I followed your instruction to Settings-> Configure->Timesheet.  I see that there are 2 workflor rules, 1 custom field, and 38 standard fields. Can you please show me where I'd start with in order to see the steps shown in your instruction? Thank you. 

Florence Wang 0 votes
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Hello Florence,

The Time Reporting Compliance app should be under Settings >> Configure >> Organization >> Custom Pages. Or you can go to Settings >> Configure  and search for "Time Reporting Compliance".

I hope this helps.

Roland

Roland Pumputis 0 votes
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Hi Roland, 

Thank you so much for your reply. I really appreciate your kind help. 

I've followed your instruction and added a syntax to "set variable" and "conditional action list" as highlighted below.  However, I got error messages when I clicked on "Check Syntax" Did I mistype the syntax? Thank you.

Florence Wang 0 votes
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Hello Florence, 

You're not supposed to make the change on all actions -- only on actions that currently are running on $AllUsers. Also, the extra filter should only be added to the filter section like shown in my screenshot.

I hope this clarifies.

Roland

Roland Pumputis 0 votes
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