Expert Quick Tips
The Assignment feature is a flexible tool that allows you to control which projects and tasks are available to users for time entry.
OpenAir offers the capability to send custom email notifications when changes are applied to bookings, tasks, projects, or issues. However, in certain cases, users may not want to receive an email notification for every minor modification made to a specific booking throughout the day. To address this, there is an internal switch that allows users…
The Web Services Log records API calls to OpenAir and OpenAir’s response. This is useful in debugging integration with OpenAir. To access the web services usage logs, you will need to contact OpenAir Support and ask that the logs be turned on. Once enabled, OpenAir will record any data passed in or out of the…
Back in July of 2022, we posted a tip called “How to Control Column Widths for Custom Calculations in OpenAir”. In that tip, we explained how to insert HTML line breaks into a calculation’s title so that it wraps neatly as a column header. Here’s an extra tip for when you are creating custom calculations…
To address instances where utilization is being counted for new users before their start date, OpenAir provides a solution to ensure accurate utilization figures. The recommended approach is to update the work schedule for new users to reflect their recent employment. To implement this solution, follow these steps: Navigate to Administration > Global Settings >…
In situations where an employee submits a timesheet prematurely and wants to make alterations, the existing process entails the entire timesheet being rejected by an approver before changes can be implemented. To streamline this procedure, OpenAir can be configured to allow users to personally reject their own timesheets. This eliminates the necessity for approvers to…
There is an easy way in OpenAir to gather and download all receipt attachments for expenses included on a particular invoice. This is great for customers that require receipt backup for out-of-pocket expenses. In the header of an invoice, located next to the invoice number, there is a link called Associated Attachments. After clicking this…
OpenAir has a new feature to remove personal information in their April 2023 release. This process is essential to comply with new laws governing PII. To get started, the organization will need to choose at least one requestor to open removal cases, and at least one approver to review and process each case. An employee…
Custom notifications are triggered in the same manner as standard system notifications are but custom notifications allow the ability to apply conditional criteria to your notification triggers and also provide various options for notification delivery. Some examples of custom notification delivery settings include: 1. Sending to multiple recipients 2. Designating how many emails are sent…
The ‘Display Incomplete Tasks on Dashboard’ feature is enabled by default, and it adds two links regarding Incomplete Tasks on the Home screen. in My Status the number of Incomplete Tasks is all Incomplete Tasks the user is assigned to directly or as part of an assignment group. In Company Status it is the total…
