Web:Lawyer Time - Compensated - Revision history

Jspenceratty: /* Relationship to Other Records */

2020-08-12T20:55:55Z

Relationship to Other Records

← Older revision		Revision as of 20:55, 12 August 2020
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	==Relationship to Other Records==		==Relationship to Other Records==

	Using selections in the other records, you can add associated ~~PBI Time~~, including records such as Clients ~~and Other Services~~. In many instances where the associated record has the same information (e.g., name, telephone number), that information is automatically transferred to the new record.		Using selections in the other records, you can add associated Compensated records, including records such as Clients. In many instances where the associated record has the same information (e.g., name, telephone number), that information is automatically transferred to the new record.

Jspenceratty: /* Other Information */

2020-08-12T20:55:28Z

Other Information

← Older revision		Revision as of 20:55, 12 August 2020
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	===Other Information===		===Other Information===

	The second section holds other information. This section contains the following items:		The second section holds other information and is an overview of all compensated entries made for the current case. This section updates when the record is saved. This section contains the following items:

	#~~In Court~~ -- ~~noting whether~~ the ~~time was spent in court~~		#Total Slips -- the total number of individual Compensated records entered for the case
	#~~User Field~~ -- ~~a customizable field~~ for ~~tacking other data~~		#Total Billed -- sum total billed across all Compensated records for the case
	#~~Billable~~ -- ~~whether~~ the ~~time spent is billable~~		#Total Paid -- sum total paid across all Compensated records for the case
	#~~Hourly Rate~~ -- the ~~rate used~~ for ~~billing~~		#Highest OK Dollar -- the highest OK Dollar amount entered on any Compensated record for the case
			#Highest OK Hour -- the highest OK Hour amount entered on any Compensated record for the case
	~~[[File:Screen Shot 2020~~-08-~~12 at 3.43.19 PM.png\|200px]]~~

	==Use of the Form==		==Use of the Form==

Jspenceratty: /* Heading */

2020-08-12T20:53:13Z

Heading

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	The first section of the entry holds:		The first section of the entry holds:

	#~~Hours~~ -- the ~~hours spent covered by~~ the ~~entry~~		#Client -- a dropdown selection of the client associated with the record
	#Date -- the date ~~covered by~~ the ~~entry~~		#Lawyer -- the lawyer associated with the record
	#~~Case/Matter/Support Activity~~ - ~~choose~~ the ~~appropriate option~~		#Bill Date -- the date of the billing
	#~~Lawyer~~ -- the ~~lawyer whose activity is covered by~~ the ~~entry~~		#Bill $ -- the total billing amount
	#~~Activity~~ -- the ~~activity performed~~		#Pay Date -- the date paid
	#~~Case Work~~ -- case ~~work performed~~		#Paid $ -- the paid amount
	#~~Office~~		#Hours -- the hours being billed
	#~~Funding~~		#Hourly Rate -- the rate the hours are billed at
	#~~County~~		#OK Dollar -- dollar amount approved for case
	#Note		#OK Hour -- hour amount approved for case
			#Part of bill for Time -- dollar amount billed for time
			#Part of bill for Expenses -- dollar amount billed for expenses
			#Value of donated time -- value of time donated
			#Note -- a note for the record

	[[File:Screen Shot 2020-08-12 at 3.41.34 PM.png\|200px]]		[[File:Screen Shot 2020-08-12 at 3.52.54 PM.png\|200px]]

	===Other Information===		===Other Information===

Jspenceratty: Created page with "=Lawyer Time - Compensated= Compensated tracks time and expenses for which lawyers may be compensated (typically at a reduced rate). ==Add== To Add a new record, from the M..."

2020-08-12T20:49:04Z

Created page with "=Lawyer Time - Compensated= Compensated tracks time and expenses for which lawyers may be compensated (typically at a reduced rate). ==Add== To Add a new record, from the M..."

New page

=Lawyer Time - Compensated=

Compensated tracks time and expenses for which lawyers may be compensated (typically at a reduced rate).

==Add==

To Add a new record, from the Main Menu, choose Add-->Time Keeping-->PBI Time-->Compensated.

==Edit==

To Edit an existing record, from the Main Menu, choose Search-->Time Keeping-->Compensated. Use the search screen to find the appropriate entry and open it. You may also open associated entries from other locations, such as Client records.

==General Entry==

===Heading===

The first section of the entry holds:

#Hours -- the hours spent covered by the entry
#Date -- the date covered by the entry
#Case/Matter/Support Activity - choose the appropriate option
#Lawyer -- the lawyer whose activity is covered by the entry
#Activity -- the activity performed
#Case Work -- case work performed
#Office
#Funding
#County
#Note

[[File:Screen Shot 2020-08-12 at 3.41.34 PM.png|200px]]

===Other Information===

The second section holds other information. This section contains the following items:

#In Court -- noting whether the time was spent in court
#User Field -- a customizable field for tacking other data
#Billable -- whether the time spent is billable
#Hourly Rate -- the rate used for billing

[[File:Screen Shot 2020-08-12 at 3.43.19 PM.png|200px]]

==Use of the Form==

===Expanding/Collapsing Sections===

Sections (other than the top section) may be expanded or collapsed to display or hide the information within those sections. This can help with viewing the screen.

To expand a collapsed section, click on its header. To collapse an expanded section, click on its header. Multiple sections can be expanded at the same time.

===Save/Stay and Save/Close===

The Save button will save the record and stay in it. This will allow you to continue to edit the record or add associated entries using the Context menu (such as call from caller, and calls to caller).

The Save/Close button will save the record and then close to the Main Menu/Home Screen.

If an error is encountered in the save, a message should appear at the top of the form in red notifying you of the problem. You may also receive another warning about errors in the case and asking whether you want to continue on in spite of those errors. Some errors (those shown in red at the top) you cannot avoid.

==Relationship to Other Records==

Using selections in the other records, you can add associated PBI Time, including records such as Clients and Other Services. In many instances where the associated record has the same information (e.g., name, telephone number), that information is automatically transferred to the new record.