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Finance | Project Operations, Human Resources, ...
Suggested Answer

Anthology CNF > need to edit description in Timesheet > where would I find this in CNF?

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Posted on by 28

Community College > Anthology > CNF (CampusNexus Finance)

Problem: Faculty logs on to do their timesheet > name is incorrect

Assess: name is correct in CNF employees and workers tables

Question: trying to locate the description field within the timesheet to edit

Any guidance or suggested is much appreciated,

Thank you

  • Parag Chapre Profile Picture
    12,254 Most Valuable Professional on at

    Hi Bacon,

    Can you please provide more information for example screenshot or steps? Looks like you are using Dynamics 365 F&O - Timesheet.

  • Poornima-Dynamics Profile Picture
    Microsoft Employee on at

    Hello,

    Is this customization or third party? Please talk to your developer and see if it is a customized field. 

  • Suggested answer
    Hector Hernandez Profile Picture
    28 on at

    Thank you Parag Chapre  and Poornima-Dynamics  for your response and willingness to assist. After spending hours, I figured it out last night actually so let me share this.

    Situation:

    Normally when an employee has a name change or the name is incorrect, there is a process within CNF to make that change. This is not the case where when an employee submits their timesheet, the name displayed is incorrect. We are using Anthology which relies on Dynamics.

    This is how I resolved this by the following:

    CNF > Burger menu > Modules > Organization administration > Resources > Resources (CNF > Search bar > Resources > select the first one option also)

    Select Description > Description with filter of contains > search for staff

    Description > Edit > change name > Save

    - The fact that the name is in the Description field, we can edit it

    - If the name had a highlighted blue hyperlink, no-touch > HR needs to change that.

    Once saved, check with staff to verify name edit has been applied successfully.

    Thank you

    Hopefully, this might be useful to others.

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