Chapter 14: Case Screens and Features
H. Time Slips Screen
Time Slips Screen Active Toolbar
The icons and tables below are for reference. They are identical to options in the right-click menu of the Time Slip screen. For button descriptions, see the “Time Slips Screen” section of this chapter. (This toolbar is the
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lowest row of icons near the top of the application window, and appears when you are in the Time Slips screen of a case.)
New Item Release Timeslip
Save Search for Text
Print Associated Batch
Delete Multiline Option
Change User Exit Card File
Time Slips Screen
See below for information and features of this screen. (When a case is open, click the “Time Slips” case screen on the left column of the case window.)
1. Search
Options
Start here by selecting a start and through date (drop-down menus) for the system to search from. Then, to narrow your search results, select options for Status, Role and Showing options (all or most recent). You can click the refresh icon (far right) to reload the search results with any recent changes you made in field #1.
2. Search This field displays the results of your search in field #1.
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Results 3. Right-Click Menu
The following items can be found in the Time Slips screen’s right-click menu.
New Item: Starts the process of creating a new timeslip. See the “Creating Timeslips” section of this chapter for more information on this feature.
Save Changes: Saves any recent changes made to the Time Slip screen.
Delete Item: If a timeslip is selected, clicking this option will remove it from the list.
Print: Opens the print options window where you can select timeslip types, categories and styles for a printout. See the “Printing Timeslips” section of this chapter for more information on this feature.
Multiline On: Displays comments on a separate line than the timeslip.
Release Timeslip: If a timeslip is selected, clicking this option releases the timeslip.
Change User: Opens the Select User window which enables the user to see other users’ timeslips, if they have the security clearance. See the “Viewing Multiple Group/User Timeslips” section of this chapter for more information on this feature.
Search: Opens a Search for Text window that enables you to find very specific timeslips based on keywords. See the “Searching for Timeslips Based on Details or Notes” section of this chapter for more information on this feature.
Associated Batch: Not applicable to this version of Total Office.
Column Order: Lets you enable or disable column ordering, which changes the layout of the Time Slips screen.
Close: Exits the Case.4. Item Details This field displays the specifics about each timeslip as it would have been entered in the Timeslip Detail window.
Creating Timeslips
Click the Time Slips screen when a case is open. Right click in the timeslips list. Click “New…” in the right-click menu.
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When the Case Search window appears, you can either assign the timeslip to a case, or you can close the window and assign it to a case later.
1. Matter Click the magnifying glass icon to open the Case Search window where you can associate a timeslip with a case.
2. Date Set the date for the timeslip.
3. Hours Enter the amount of hours spent on the task.
4. Time/Task/Activity Code
In the drop-down menus in this field, select the appropriate time, task and/or activity codes for the timeslip. (This is available if your system has been configured with predefined descriptions.)
5. Detail The narrative in this field is created by your selections in field #4, but you can add to this detail field as needed.
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6. Attorney In this drop-down menu, select the appropriate attorney for the timeslip.
7. Timekeeper In this drop-down menu, select the appropriate timekeeper for the timslip.
8. Rate and Amount Enter the appropriate rate in the “Rate” field, and the “Amount” field will automatically be calculated.
9. Billable Click this checkbox if you want to make this timeslip billable.
10. Notes In this field, enter any other comments you would like to include in this timeslip.
Your timeslip will appear in the Time Sheet window when you click “OK,” or you can click “Add Next” to add another timeslip without returning to the Time Slips window.
Viewing Multiple Group/User Timeslips
Click the Time Slips screen when a case is open. Right click in the timeslips list. Click “Change...” in the right-click menu.
Note: When you add other users’ timeslips to your list, the Time Slips screen’s title bar includes their username(s) along with yours in the heading.
1. User(s) You can select a single user (shown in figure 14.63) or multiple users by clicking on the multiple user names in the same list. Selected users will be shown as highlighted.
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If you want to quickly select all users, click the “Mark All” button at the bottom of the same window. In the same way, you can quickly deselect all users by clicking the “Clear All” button.
2. User Group(s) You can also select a single user group or multiple user groups. Click the checkbox beside the name to select it.
When you have selected all users and/or user groups you want for your Time Slips screen, click “OK” and you will return to the Time Slips screen with your changes applied.
Printing Timeslips
This section can assist you with printing your search results or other unlisted timeslips in the Time Slips window. (Click the Time Slips screen when a case is open. Right click in the timeslips list. Click “Print…” in the right-click menu.)
1. Date In this field, you can select the date parameters (date of the selected timeslip, all dates or a date range), as well as a start and through date, for your print-out. You can also turn on or off the “Reverse Date Order” checkbox to make the latest entry appear first (or vice-versa).
2. For Select which user(s) you want to print out entries for: an entry recorder, a producer or a
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timekeeper. You can also select specific users with the User Search window (click the magnifying glass icon).
3. Status Select which statuses your printed timeslips should have: pending, released, transferred, exception, or a combination of any of these.
4. Include Select which attributes of the time entries you want to include in your print-out:
recorder name, producer name, timekeeper name, timeslip detail, timeslip notes, amount, or any combination of these. Roles Recorder: Person who enters the time, i.e, Pam enters time for her attorney, so Pam is the Recorder. Timekeeper: Person who completed the task; Pam enters time for her attorney, so the attorney is the Timekeeper.
Producer: Same as Timekeeper.
Click “Preview” to see a preview of the print-out, or “Print” to go ahead and print it.
Searching for Timeslips Based on Detail or Notes
Click the Time Slips screen when a case is open. Right click in the timeslips list. Click “Search…” in the right-click menu.
1. Search Field Enter your search parameters in this field.
2. Search Category Click either (or both) checkbox(es) to indicate which time entry field you are searching in—the “Detail” or “Notes” field.
3. Matter Selection If you are searching for a timeslip within a specific case, use the Case Search window (click the magnifying glass icon) to initiate a search and find the case you want to search in.
Click “OK” to bring your results to the Time Slips screen.
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Associating a Timeslip with a Case
If you created a timeslip but you didn’t assign it to a case, you can assign it now by opening the edit window of an existing timeslip. The following window walkthrough can help. (Click the Time Slips screen when a case is open. Right click in the timeslips list. Click the case search icon in the right-click menu.)
When the Case Search window appears, find the case you wish to associate the entry with. When you have found the case you are looking for, click “OK” (not shown in figure 6.7) and the selected time entry will be associated. (If you need assistance with searching for cases, see “Navigating the Case Select/Search Window”
section in Chapter 1 of this manual.)
I. Documents Screen