Tuesday, April 8, 2014

Clerk, Cancel Requests or Change Time of Day

Do you have the Clerk section in your PDP Toolbox account? This might help. When an approved Leave Request has been not been used, or the time of day used has changed, whoever has access to the Clerk role in the PDP Toolbox can now mark the request "canceled", or change the time of day.

CANCEL REQUEST
To cancel a request, in the Clerk section of your PDP Toolbox account, open the particular leave request and in the "Request Leave:" box (first one) look for the "Status:" item. If the request has been approved you ought to find a select list with the options "approved" and "canceled." Select "canceled" then scroll down to the bottom of the page and click the "Update" button. On the way there, you can leave a comment in the comment box to make a note of the reason for the cancelation.

What does this do? Canceling a request removes the request from your Clerk list. To find it again click the "Search by Date or Name" link near the top of your clerk section and find it there. The request remains in the Learning Coordinator history list, and the teacher's leave history...just marked 'canceled'.

CHANGE TIME OF DAY
To change the time of day, open the particular leave request and in the "Request Leave:" box (first one) look for the "Activity Date:" item. Again, if the request is approved you ought to find a select list after the activity date. Same thing, hit "Update".

There's also a time of day select list in the "Substitute Information:" box.

Thanks, Jami A., for taking the time to call about getting rid of the vagrant requests cluttering your Clerk list!

Jay @ Greenbush