Why Can't I Archive My Fellow?

Modified on Fri, 23 Aug at 4:00 PM

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TABLE OF CONTENTS


Why Can't I Archive My Fellow? 

If a Fellow has outstanding or pending timesheets they will not be archived until these issues are resolved.


Here are the scenarios that can prevent you from archiving your reporters. 



Scenario 1: The Fellow has Pending Timesheets

When you attempt to archive a Fellow with pending timesheets you’ll get this message:

To find which timesheets are pending approval:

  1. From the validation message, simply click the link to access the reporter’s dashboard.

  2. In a new tab, the reporter’s timesheet dashboard will open. Timesheets pending approval will live in this section:

  3. Click the Screen link to approve or reject the sheet.

    If you do not want to include these hours, please create a ticket with California Volunteers and request the Timesheet to be permanently deleted.



Scenario 2: The Fellow has Timesheet to Resubmit
For timesheets that need edits, you’ll get this message:


  1. From the validation message, click Close.

  2. Access the reporters’ Timesheet Dashboard. Click the Show Dashboard link.

  3. When the dashboard opens, find the Sheets That Need to Be Submitted section.

    Here any sheets that have been rejected for edits will appear with a parenthetical like this:

  4. To cancel the edit request, click the Cancel link.

  5. A confirmation window will appear. Here you can enter your reason for canceling this edit request.

    Please note that your rationale for canceling the edit request will appear in the Audit Trail on the timesheet. This action will CHANGE the final hours associated with the Fellow's account. 


    If you do not want to include these hours, please create a ticket with California Volunteers and request the Timesheet to be permanently deleted.



Scenario 3: You Need to Update the Field 'Returning for Cohort 3?'





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