How to create a Weekly Docket Template - Web View

To create a Docket Template, you need to have either Super User or Administrator Access on Docketbook, for more information click here. 

1. Select the Settings Tog on the top right hand corner of the screen, then click the Docket Templates tab where you can select "Create New"
   

2. Inside the Docket template, type in the name "Weekly Docket" or the name you want the Docket Template to be called then click Next. 
   

3. From this page you can then click "Add Section" where you can select "Items" as the type of section to add to your template. 
   
4. You can then click "Add Field" to bring up a template that allows you to add certain fields such as Text, Boolean, Date, Number, Select, or Time.
   
5. As part of a Weekly Docket Template we might setup some fields and then select the "Checkmark" when finished ordering the fields.
   • Text field to capture a description of work completed for the day
   • Boolean field to capture whether there was inclement weather
   • Date field to capture the date for the work completed
   • Number field to capture a quantity not captured in the line item
   • Select fields to capture the day of the week and options for break time length
   • Time fields to capture a Start and End time as well as a Text field to capture a description of the work completed
   
   
   
   
6. You can then complete the template by adding other desired sections such as "Signature" and then "Save Template"
   

If you have any further questions, please contact support@docketbook.com.au