Training Videos

WorkRecords training videos are designed to be easy to follow, quick videos covering either one simple step in WorkRecords or showing a process from beginning to end. Videos range in length from 1-8 minutes, depending on the content covered.

Reviewing Time and Activity Using ChartIt
ChartIt visually and graphically displays a worker's WorkSegments.  It is available on many WorkSegment views: (a) by selecting the check box just abov...
Thu, 10 Oct, 2024 at 1:44 PM
Using Advanced Sorting Features in Views
This brief video details advanced sorting and searching functionality in WorkRecords Views. This functionality is only available in our Advanced Views setup...
Tue, 11 Oct, 2022 at 11:07 AM
Templates - Editing Stored Templates (Video)
This video will cover steps to editing stored Templates. Editing Stored Templates  
Thu, 10 Aug, 2017 at 3:58 PM
Closing Order Confirmations - Complete Orders
This video will cover steps to closing Order Confirmations. Please note that the name of the View in most accounts that you will need to use is now ...
Thu, 10 Aug, 2017 at 3:59 PM
Orders - Closing an Order with no Approved Hours
The process for closing an Order that has zero approved TimeCards stored is essentially the same as closing out any Order. The key part is to know what dat...
Tue, 22 Oct, 2024 at 3:41 PM
Orders - Closing an Order when Hours have been Approved
This video outlines the process for closing an Order Confirmation for a worker that had approved hours.  The process outlined in this video is applicable ev...
Thu, 13 Mar, 2014 at 2:12 PM
Review Edits Made to WorkSegments
This video provides an overview of how to find edits made to WorkSegments prior to approval.  
Thu, 10 Apr, 2014 at 6:31 PM
Search Invoices
This video highlights how to use the Search Invoices view as a Supplier. Note, this video uses a Labor Supplier view.  Our Labor Buyer's have a v...
Mon, 14 Oct, 2024 at 10:52 AM
Search Order Confirmations
The Search Orders and Templates View in your account provides a wealth of information.  The benefits include: Confirm that a worker's Order Confirmat...
Mon, 12 Feb, 2018 at 10:26 AM
Adding Shift Differential to Order Confirmations
This training video provides an overview of the process of adding Shift Differentials to Order Templates and Order Confirmations at the time they are creat...
Tue, 11 Oct, 2022 at 11:51 AM