Docket Inbox (Mobile)


Dockets can be edited in the Docket Inbox, and processed through various workflow states. Depending on project configuration, changing a Docket’s status can trigger email notifications to select Users.

  1. Select Dockets > Docket Inbox (online).
  2. A warning message will appear to confirm the device has internet access; if yes, click Open Docket Inbox*.
  3. Set the Docket Date to a chosen date, enter a First Receiver, set the Status to 'Entered', select a Company, then select Filter.
  4. Select a Docket’s check box to highlight it, and confirm that the hours in the Work Reference (Cost Codes) section are correct.

*The Docket Inbox can only be accessed when online

Incorrect Work References/Resources

  1. For incorrect Work References, select Add >  Add Work References; for incorrect Resources, click Add > Add Resources.

  2. Enter the correct reference in the Work Reference box, select Search, select the Reference, then click Add Selection.
  3. Reallocate the hours correctly; when all Work References are correct, select the check box in the Docket cell, then click Change Status.
  4. Select an option in Change Docket Status to change the status, then repeat this process for any remaining Dockets.
  5. If a Work Reference or Resource is no longer needed, select its column or row, then click Remove > Remove Resource(s) / Work Reference(s).
  6. Alternatively, to remove all Resources or Work References, click Reset Resources or Reset Work References.
    Note: This action cannot be undone, and any Resources or Work References will need to be manually re-added after this step.

Change Docket Status

Selecting a button in Change Docket Status alters the Docket's status in these ways:

A Docket's status displays in its cell; Dockets can change to any status, regardless of current status.