Workrise is making some short-term changes to the job sheet approval process that will ultimately allow us to create a better experience for you in the future.
In this guide, we will show you how to approve a Job Sheet.
Once a job sheet is submitted, you will receive an email prompting you to log into your Workrise account to approve the job sheets. You will receive an email each time a job sheet is submitted. Click the “Review & Approve” button:
You will then be taken to the login screen. Enter your email and password to log in:
Next, review the job sheet to ensure the information is correct.
If you require a digital stamp for your workers’ timesheets, you'll either attach a stamped version of the job sheet through “Upload Supporting Documents” or enter your digital stamp information in the “Comments” box. In either case, please ensure you provide the information required in order to process invoices, such as AFE, Well #, Well Name, Cost Code, and Description. If you need support with digital stamps, please visit this support article to learn more.
Once you are ready, select “Approve Job Sheet” if everything is correct or “Request Revisions” if edits are required.
If requesting revisions, please check the box(es) indicating the reasons you are requesting revisions and provide any additional detail necessary:
Once you have completed these steps, workers will receive a notification of your approval or revision request via email.