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Batoi Flex · Professional Services
What this page helps you accomplish
Keep professional activity, time, scope, and commercial treatment connected to an engagement.
Accountable roleConsultant
Business taskTime Management
Completion signalEngagement activity and time are accurate, reviewable, and ready for delivery and billing oversight.
Scope and authority
Access to the appropriate authenticated workspace through My Batoi Authority for the records, action, or decision involved
Time Management
Keep professional activity, time, scope, and commercial treatment connected to an engagement.
Observable business result
Engagement activity and time are accurate, reviewable, and ready for delivery and billing oversight.
Potential issue and recovery
Time is rejected, duplicated, or attached to the wrong engagement.
Recommended recovery: Correct through the authorized workflow, preserve the reason, obtain a new review, and regenerate billing inputs if the period was already prepared.Who should use this article
This article is for consultants who are authorized to complete or review the task in the intended workspace. The person making a consequential operational, commercial, academic, care, access, or compliance decision remains accountable for the result.
Before you begin
- Access to the appropriate authenticated workspace through My Batoi
- Authority for the records, action, or decision involved
- Use a sanitized demonstration record for practice and confirm the intended workspace, role, scope, and responsible owner before changing operational records.
- Do not place passwords, connection secrets, personal data, regulated information, private documents, or payment details in notes, prompts, screenshots, or exports.
Workflow overview
Complete the workflow
- Confirm the workspace and responsibility. Enter the authorized workspace through My Batoi. Confirm the workspace name, your current role, the record or review period, and the person accountable for the result.
- Open the current product area. Open Professional Services timesheets or the approved shared time-entry page, then confirm the engagement, matter, work date, activity, and billability.
- Check prerequisites and source records. Make sure the required capability, connection, status, relationship, approval, and safe information boundary are ready. Search before creating a new record.
- Perform the task. Record the actual duration and concise factual activity context, link required evidence, and submit according to the engagement review cycle.
- Review the result. Check duplicate or overlapping time, engagement and matter linkage, date, duration, billability, notes, evidence, correction reason, and approval authority.
- Verify and retain the outcome. The approved entry belongs to the correct engagement and period and is included or excluded from billing exactly as decided. Record every exception and follow-up with an owner and review date.
Verify the result
- The workspace, role, record, period, and Industry Pack still match the intended scope.
- Engagement activity and time are accurate, reviewable, and ready for delivery and billing oversight.
- The visible status, source evidence, owner, exception, and next action agree with the completed work.
- An authorized reviewer can understand the result without relying on hidden assumptions or information outside Flex.
Troubleshooting and recovery
| What you see | What to check | Safe next action |
|---|---|---|
| Time is rejected, duplicated, or attached to the wrong engagement. | Workspace, role, entitlement, source record, status, ownership, required fields, and approval evidence. | Correct through the authorized workflow, preserve the reason, obtain a new review, and regenerate billing inputs if the period was already prepared. |
| The expected page or action is missing. | Current role, team scope, Industry Pack availability, workspace subscription, record state, and prerequisite setup. | Stop and ask an authorized Owner or Admin to review access. Do not use another person’s account or bypass the control. |
| The result conflicts with evidence or another register. | Source ownership, date range, status definitions, duplicate records, latest update, and correction history. | Do not mark the task complete. Return it for correction or escalate it to the accountable owner. |
Safety and governance
Protect restricted information. Do not expose consultant activity details, client matters, rates, notes, or approval history. Use permission-controlled Flex records and the minimum information required for the task.
Do not copy authenticated page addresses, record identifiers, connection details, browser notifications, account information, or unrelated workspace content into public documentation or external communication.
Use Batoi Intelligence safely
Helpful tip: Ask Batoi Intelligence to identify permitted missing or unusual time patterns, then let the engagement manager decide corrections.
Next step
Continue with the next verified article in this Product Guide, or return to the Batoi Flex Product Guide.