Adding Multiple Dates in CoBro's Compass Platform

In this process, you will learn how to add multiple dates to a time and effort entry within the CoBro's Compass platform. This involves selecting the relevant contributor, choosing the necessary dates, and saving the information in an organized manner.

Step 1

To add multiple dates to a time and effort entry, navigate to the Contributors page within CoBro's Compass platform. Locate the desired contributor and select the "Time and Effort" tab.

Step 2

Click on the "New" button located at the top right corner. Choose the "Multiple Dates" radio button option.

Step 3

Select the multiple dates for which you wish to add the service. Ensure all necessary dates are chosen accurately.

Step 4

Select the service provided by the provider. Include any additional relevant information pertaining to the service.

Step 5

After entering all required information, click on the "Save" button to store the data.

Step 6

An "Action Successful" message will appear, and the updated records will be displayed on the page.