Setting up Post WIP Responsibility

Last modified 08:04, 24 Apr 2017

Overview

If the practice decides to use Project Based Authorisation, it is necessary to set up specific employees with the authority to 'post' the unposted time as shown in the Billing Wizard or the Client Page: Assignment tab. This authority is called Post WIP Responsibility.

An employee with Post WIP Responsibility is aligned to their security group or to their employee roles. These roles are maintained at system level and applied to client and assignment teams. It would be possible, therefore, to assign Post WIP Responsibility rights to assignment managers and partners as well as client team member roles.

In the case of the Client Partner, Post WIP Responsibility is automatically assigned with rights over all assignments for their clients.

Set up Post WIP Responsibility

  1. On the Main Menu, select Maintenance > Internal > Post WIP Responsibility.

  1. In the Post WIP Responsibility window, in the Post WIP column, select the check box against the employee group Description that you are giving the authority to.

  2. Click OK to save and close the window.

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