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.
- Select Dockets > Docket Inbox (online).

- A warning message will appear to confirm the device has internet access; if yes, click Open Docket Inbox*.
- Set the Docket Date to a chosen date, enter a First Receiver, set the Status to 'Entered', select a Company, then select Filter.
- 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
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For incorrect Work References, select Add > Add Work References; for incorrect Resources, click Add > Add Resources.

- Enter the correct reference in the Work Reference box, select Search, select the Reference, then click Add Selection.
- Reallocate the hours correctly; when all Work References are correct, select the check box in the Docket cell, then click Change Status.
- Select an option in Change Docket Status to change the status, then repeat this process for any remaining Dockets.
- If a Work Reference or Resource is no longer needed, select its column or row, then click Remove > Remove Resource(s) / Work Reference(s).
- 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:
- Re-Enter - Entered
- Receive - Received
- Approve - Approved
- Reject - Rejected
A Docket's status displays in its cell; Dockets can change to any status, regardless of current status.
