Periods
When documentation is due, and when a stretch of work stops accepting direct edits. Each period is set and closed on its own.
Case note periods
Set when notes are due, and close the period when the week is finished. After close, corrections are addenda — the original note stays as written.
| Period | Notes due | Status | Unfinished notes | Actions |
|---|---|---|---|---|
| Sep 9, 2026 – Sep 15, 2026Current | Sep 16, 2026 · 11:59 PM | Open | 3 | |
| Sep 2, 2026 – Sep 8, 2026 | Sep 9, 2026 · 11:59 PM | Closed | 0 |
Pay periods
While a period is open, staff can correct their own hours. Once locked, any change needs a reason and your approval.
| Period | Scheduled lock | Status | Open timesheets | Actions |
|---|---|---|---|---|
| Sep 9, 2026 – Sep 22, 2026Current | None | Open | 2 | |
| Aug 26, 2026 – Sep 8, 2026 | None | Locked | 0 |