Page 114 - 3E User Manual- updated 3-2018

Paperless Proforma Process

1. My Workflow Items: Check Daily SEA Open Proformas
a. This method is great for reviewing a single proforma. The user is returned to this screen each time a
proforma is submitted, which is why this is only recommended for ad hoc proformas.

2. Open Proformas
a. To get to this process, select Timekeeper* under Activities. This takes the user to the Timekeeper
Dashboard.

3. Under the Activities section on the Dashboard, select Open Proformas*.
a. To get to this view, select the Timekeeper* under Activities. This takes the user to the Timekeeper
Dashboard.
b. The benefit of this view is that it is a full screen view of proformas. When a proforma is opened and
closed, the user is returned to the full screen view.

Paperless Proforma Process 3/27/2018