Some more changes done in section 3.2, relevant for @marina.
There are some Commission requirements for signed time records that are not met by the PDF reports generated by FreeAgent. That was solved by SignRequest Templates before, but since we want to add the full details now, we needed a copy & paste solution instead now …
Edit: Actually, with that change this process is probably too complex / unusable now. It will probably save Marina 3 hours a month if we switch back to the SignRequest Template system where people enter some information into provided fields:
- work hours per work package
- total work hours
- date and signature
But this time, we would also require them to add a PDF timesheet as an attachment, exported from FreeAgent or whatever tool they use. This is possible in SignRequest.
The problem with this is that it is not clear if attachments are legally part of what is signed, but we can add a line saying “I confirm that the attached time reporting details reflect my use of the reported working hours.” Also it is not clear if attachments can be changed or deleted after signing, and if this is part of the auditable log. But the attachments with the detailed time records are only additional information anyway, formally not required by the Commission. So it should be fine. It will be much better than the current mess of a process …
So, stand by please, I’ll create the SignRequest template tomorrow and update the instructions again again …