This article explains how to activate and configure Timesheets, define approval requirements, organize hours using categories, and review student submissions.
You'll also learn how to provide feedback, approve entries, and troubleshoot common issues.
Before students can begin logging hours, Timesheets must be activated and configured for the course and the course offerings.
The settings you choose determine what information students must provide, how submissions are reviewed, and how hours are tracked for reporting purposes.
Time Entry Requirements
Every program has different expectations for how hours should be recorded. Some programs only require start and end times, while others need encounter information, break times, or restrictions on when entries can be submitted.
Limit Hours Per Day
If your program restricts the number of hours students can complete in a single day, enable Limit Hours Per Day and enter the maximum allowed hours.
For example, if students should not record more than 12 hours in a day, enter 12 Hours. Once the limit is reached, additional hours cannot be submitted for that date.
Restrict Editing of Past Entries
Students occasionally need to correct previously entered hours. Use Limit Editing of Past Timesheets to determine how far back students can make changes before approval.
For example, entering 15 Days allows students to modify entries submitted within the previous fifteen days.
Allow Future-Dated Entries
Some programs allow students to plan and record future activities, while others require hours to be entered only after they have been completed.
Enable Allow Future-Dated Entries if future submissions are permitted.
Require Patient Encounter Information
Enable this option when students must document patient, client, or participant encounters as part of their timesheet entry.
This setting is commonly used in programs that require encounter-based reporting or accreditation tracking.
Require Break Time Information
Enable this option when students must record meal breaks or non-working periods during their scheduled hours.
Capturing break time helps ensure accurate hour calculations and reporting.
Review and Approval Requirements
These settings determine how submitted timesheets are reviewed and who is responsible for approving student hours.
Require Faculty Sign-Off
Enable Faculty Sign-Off if submitted hours must be reviewed and approved before they are considered complete.
This setting is commonly used when faculty members are responsible for validating student participation and ensuring hours meet program requirements.
Require Preceptor Selection
Enable Preceptor Selection when students must identify the supervising clinician, instructor, or site representative associated with each timesheet entry.
This information can support audits, accreditation reviews, and placement verification.
Enable Automatic Approval
If submitted hours do not require manual review, enable Automatic Approval.
When enabled, entries are approved immediately after submission. Programs that require faculty or preceptor oversight should leave this option disabled.
Configure Submission Notifications
To help reviewers stay informed, select who should receive email notifications when students submit timesheets.
Notifications can be sent to:
- Preceptors
- Placement Faculty
- School Administrators
You can also review or customize the notification template as needed.
Categorization Settings
Categorization helps organize hours into meaningful groups for reporting, accreditation requirements, and program analysis.
For example, a counseling program may need to distinguish between Direct Service, Indirect Service, and Supervision hours, while other programs may track hours by activity type or clinical setting.
Enable Categorization
Enable categorization if students should classify each timesheet entry before submission.
Once enabled, students will be prompted to select categories when recording their hours.
Customize the Category Label
Use the Category Alias field to replace the default label with terminology that better aligns with your program.
Examples include:
- Activity Type
- Service Type
- Clinical Activity
- Practice Area
The selected label appears throughout the student Timesheet experience.
Choose Single-Select or Multi-Select Categories
Determine how students should categorize their entries.
Single Select: Students can select only one category for each timesheet entry.
Multi-Select: Students can select multiple categories when an activity satisfies more than one reporting requirement.
Build a Category Hierarchy
Timesheets support hierarchical categorization with up to three levels, making it easier for students to find the correct category and helping programs generate more meaningful reports.
Example:
- Direct Service
- Individual Counseling
- Group Counseling
- Indirect Service
- Documentation
- Case Preparation
- Supervision
- Individual Supervision
- Group Supervision
Students select the most specific category available, while reports automatically summarize hours at higher levels within the hierarchy.
Understand Category Inheritance
Category structures configured at the Course Setup level are inherited by newly created Course Offerings.
After a Course Offering is created, its category structure becomes independent. Changes made to the Course Setup do not automatically update existing Course Offerings. Existing offerings must be updated individually when changes are required.
Configure Grading Settings
If Timesheets contribute to course grades, enable grading and configure the appropriate grading requirements.
If Timesheets are used only to track hours and do not affect academic performance, grading can remain disabled.
Activate Timesheet
You can configure the Timesheet categorization at the Courses Section level and At the Course Offering level.
Configure Timesheet Categorization at Course Section
- Login to Exxat Prism using your university credentilas.
- From the Exxat Prism Dashboard or the hamburger menu, select Courses.
- In the Courses page go to Setup, in the left menu navigate to Learning Activities, select Timesheet.
- Click the Edit icon for the Timesheet accordion.
The Timesheet setup drawer opens. - Define the Categorization
-
Select Categorization
- Select Yes , if you want students to categorize each timesheet entry.
- Select No, if you do not want timesheet entry to be categorized.
- Define Category alias.
- The default value is "Category" and will remain Category if no changes done.
- Enter a alias if required. The entered text will override the Category label in all places applicable.
- Select Type
- Select Single for a flat structure
- Multi-select for hierarchical structure.
-
Add Category
- Click Add Category button
- Enter a Name for the category.
- (Optional) to add a sub-category, click the "+" icon next to category name.
You can add up-to 3 sub-categories. Exxat Prism support 3 level of hierarchical structure.
Repeat steps 2 and 3 for as many categories you want create as per the program requirements.
- Click Add Category button
-
Select Categorization
- Click Save.
Timesheet category is defined available for all course offerings.
Activate Timesheet for a Course Offering
- Login to Exxat Prism using your university credentilas.
- From the Exxat Prism Dashboard or the hamburger menu, select Courses.
- In the Courses page go to Course Offerings tab and select the course offering from the list.
- In the course offering's page left menu , go to Learning Activities and Setup.
- Go to Timesheet section and select the edit icon.
- In the Timesheet drawer
- Enable the Activate toggle.
- Define Rules.
- Define Review and Approval settings.
-
You can define additional Timesheet Categories specific to a Course Offering. Categories created at the Course Offering level are available only for that Course Offering and are not shared with other offerings.
The Timesheet Categories configured at the Course level are automatically available within the Course Offering. You can add new categories or delete existing categories as needed for the selected offering.
Navigation: Courses > Setup > Learning Activities > Timesheet
For detailed instructions on creating and managing Timesheet Categories, see Add and Configure Timesheet Categorization at the Course Level.
- Select Grading contribution.
- Select yes, if the timesheet contributes to the final course grade and enter the weightage.
- Select No, if it does not contribute.
- Click Save
- Enable the Activate toggle.
Once activated, students enrolled in the course can access the Timesheet activity and begin submitting hours based on the requirements you configure.
Update Timesheet Settings
Program requirements may change throughout the term. To update an existing Timesheet configuration:
- Return to Learning Activities > Setup.
- Click the Edit (Pencil) icon next to Timesheet.
- Update the required settings.
- Click Save.
Reviewing Timesheets
Once students begin recording hours, you can review submissions, provide feedback, and approve or return entries directly from the course.
Access Submitted Timesheets
- Login to Exxat Prism using your university credentials.
- Click on the Course Offering name to open the course offering.
- In the left menu expand the Learning Activities and select Review.
- Select Timesheets
The Timesheet Review page displays all students enrolled in the course along with their submitted hours. -
Click the hours displayed for the week for the student you want to review.
A details drawer opens displaying the information submitted by the student.
Depending on your program configuration, you may see:
- Date of activity
- Hours recorded
- Categories
- Patient encounters
- Break times
- Selected preceptor
- Student notes
Review the information to ensure the entry is complete and meets program requirements.
If categorization or encounter tracking is enabled, use this information to verify that students are accurately recording their activities.
Reviewing these details regularly helps maintain consistency in reporting and reduces the need for corrections later.
There may be situations where a student needs to clarify or update information before an entry can be approved.
- Add Comments to Individual Entries or multiple Entries
- Select Add Comment for individual entry or select multiple entries and select Add Comments.
- Enter your feedback.
- Click Save.
Students can view the comments and make any necessary corrections.
This approach is useful when reviewing multiple entries with the same issue.
- Approve or Return Timesheets
After reviewing the submitted information, determine whether the entry should be approved or returned for correction. - Approve Submitted Timesheets
- Select one or more entries.
- Click Approve.
- Review the confirmation message.
- Click OK.
The selected entries are marked as approved.
Return Timesheets for Corrections
- Select the entry.
- Click Not Approve.
- Enter comments explaining what needs to be corrected.
- Confirm your decision.
Note: Comments are required when marking an entry as Not Approved.
Review Multiple Entries Using Bulk Actions
For larger cohorts, use the selection checkboxes to:
- Approve multiple entries at once
- Return multiple entries for correction
- Apply comments to multiple entries
Bulk actions can significantly reduce review time while maintaining consistency across submissions.
Troubleshooting
| # | Issue | Possible Cause | Resolution |
|---|---|---|---|
| 1 | Students cannot see the Timesheet activity. | Timesheets are not activated. | Verify the Activate toggle is enabled for the course offering. |
| 2 | Students cannot submit hours. | Required fields have not been completed. | Confirm all required fields, such as categories, preceptor information, encounters, or break times, have been entered. |
| 3 | Students cannot edit previous entries. | Editing restrictions are configured. | Review the Limit Editing of Past Timesheets setting. |
| 4 | Students cannot enter future hours. | Future-dated entries are disabled. | Enable Allow Future-Dated Entries if future submissions are permitted. |
| 5 | Categories are not available during submission. | Categorization is disabled or categories are not configured. | Review the categorization settings and confirm categories are available. |
| 6 | Faculty are not receiving submission notifications. | Notification recipients have not been selected. | Review the notification settings and verify recipients are configured. |
| 7 | Changes made in Course Setup are not reflected in an existing Course Offering. | Category structures are inherited only when the offering is created. | Update the Course Offering directly. Changes made later to Course Setup do not automatically sync. |
| 8 | Historical categories continue to appear in reports. | Categories are soft deleted to preserve reporting accuracy. | This is expected behavior. Historical data remains available even after categories are removed from future use. |
Frequently Asked Questions
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