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I downloaded one of the template apps for a timesheet. My question is, how can the technician in the field go back into it and edit it each day for the two week period? I would love to be able to use GoCanvas to fill this need for us.
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Hi Kaleah,
For this particular need, you have two options:
1. Utilize Mobile Editing. Mobile editing will allow users to submit and sync their time sheet each day, and then each day pull it back onto their device and add a new entry. As far as the technician is concerned this is a pretty fool proof method, because the data will be stored on the server each day of the two week period (not confined to the device for a long period of time, where the data is at the mercy of the storage limitations of the device. However, each day it would appear as a completed submission (they would essentially be editing something that the system sees as complete). Here's our help topic on mobile editing: https://help.gocanvas.com/hc/en-us/articles/115006822288-How-to-view-and-edit-Submissions-on-your-mobile-device
2. Utilize the "Save" option. This allows the user to save a single submission on the device throughout the whole 2 week period, and submit it at the end of the pay period. That being said, saved submissions are confined to device limitation (so, if a user has an issue with the phone or tablet they are using, that could potentially affect the submission. It's not common to experience a lost saved submission, but in the interest of transparency it's not impossible. If you choose to have users utilize this method, ensure they have 'auto-save' turned on within the app (this is automatically the case for iOS, but Android users will have to turn this on in the App settings), and to utilize a manual save when they are done filling out that form for the day (this option is in the upper right hand corner of the mobile app when they are in the middle of the submission. If they tap there a drop down menu will appear, and 'save' is one of the options. Here's our help topic with more info on this option: https://help.gocanvas.com/hc/en-us/articles/115006822908-How-to-save-a-partially-finished-Submission-on-mobile
We've had companies utilize these either way, it's just a matter of what works best for you and your team.
Please let me know if you have any questions. I'm happy to help!
Best,
Jacquie