Using the Time with Client Transactions Grid

The exporter, service location approver and service location reviewer can all view, export and print time with client transactions from the Time with Client Transactions grid. The grid view shows information about the entries including some EVV information without having to go to each Service Location.

To access the Time with Client Transactions grid:

Select the arrow next to Service Location Log in the menu pane and select View Transactions.
Select the date range and one of the quick filters and then select the Refresh icon to find the entries you want to view.
You can also select the filter icon to set filters or search box to find an entry.
Select an entry in the grid to open it to review, edit or approve it.
Select the printer icon to print the results in the grid.
Select the options menu and select Export to export the entries in the grid to an Excel file.