Latest revision as of 16:27, 12 August 2020

Staff Time Batch

The Staff Time (Batch) record tracks staff time. The Batch method of Time entry is meant to be a quick and easy way to enter multiple time records in rapid succession.

Add

To Add a new time record using the Batch method, from the Main Menu, choose Add-->Time Keeping-->Staff Time-->Staff Time Batch.

Edit

The Batch method of entering Time records is not generally used for editing time. Recently entered Time records are shown in the Batch screen and may be edited there.

General Entry

Heading

This is where you enter new time records. This is a simplified version of the Staff Time Stopwatch page and does not include expense entries.

Staff -- your staff number
Date -- date for your entry
Case/Matter/Support Activity -- select the appropriate entry
Time -- the hours for this entry
Funds -- funding code
Office
Unit
Activity
Case Work
Court -- noting whether time was spent in court
Billable -- noting whether the time is billable
Hourly rate -- the rate to be used with billing
County
User -- a User Field customizable to be used for tracking
Case Status -- for use in the Client Status website
Note

To Save the new entry, press the "Save" button. To clear and start over, press the "Clear" button.

Notes: Items do not appear or disappear based on selections.

Second Section

The second section holds recently entered Time records. You can delete or edit entries by pressing the corresponding button. If you edit an item make sure to press Save when you are finished to save the changes. Or press Cancel to cancel your changes.

Relationship to Other Records

Using selections in the Content Menu in other records, Time entries may be made. As a result time entries may be associated with records such as Callback, Eligibility, Clients, and Other Services. In many instances where the associated record has the same information (e.g., funding code), that information is automatically transferred to the new record.

@@ Line 15: / Line 15: @@
 ===Heading===
-The first section of the entry holds:
+This is where you enter new time records.  This is a simplified version of the Staff Time Stopwatch page and does not include expense entries.
-#Date
+#Staff -- your staff number
-#Hours
+#Date -- date for your entry
-#Starting Time -- in a new entry, the current time on your computer is entered here
+#Case/Matter/Support Activity -- select the appropriate entry
-#Ending Time -- you can manually enter this, or automatically enter it using the "Enter ending time" button
+#Time -- the hours for this entry
-##Enter ending time -- use this button to fill in the Ending Time with your computer's current time
+#Funds -- funding code
-##Compute Time -- use this button to fill in the hours field by comparing the starting and ending time (and rounding using your time interval)
+#Office
-#Int -- the time interval set for your user
-#Office
-#Advocate
 #Unit
-#Case/Matter/Support Activity
-#Funding
 #Activity
-#Case Activity -- only visible when a case is selected in the Case/Matter/Support Activity drop down
+#Case Work
-#Notes
+#Court -- noting whether time was spent in court
+#Billable -- noting whether the time is billable
+#Hourly rate -- the rate to be used with billing
 #County
+#User -- a User Field customizable to be used for tracking
+#Case Status -- for use in the Client Status website
+#Note
-Notes: Some items appear or disappear depending on selections made.  Some entries are populated based on the selection in other fields.  For example, selecting a case in the Case/Matter/Support activity will default the Funding and Activity to match the case.
+To Save the new entry, press the "Save" button.  To clear and start over, press the "Clear" button.
-[[File:Screen Shot 2020-08-12 at 11.05.18 AM.png|200px]]
-===Other Information===
-The second section holds other information.  This section contains the following items:
-#In Court -- noting whether time was spent in court
-#Billable -- noting whether the time is billable
-#Hourly Rate -- the rate to be used with billing
-#User Field -- a customizable field to be used for tracking
-[[File:Screen Shot 2020-08-12 at 11.07.00 AM.png|200px]]
-===Expense Information===
-The third section holds expense information.  This section contains the following items:
-#Expense ID -- generate a new ID or select an existing one (to track together)
-#From and Date -- the location being traveled from and the date starting
-#To and Date -- the location being traveled to and the date ending
-#Mileage Expense Calculator -- entering items here will populate the Mileage Expense below
-##Miles -- total miles driven
-##$/Mile -- reimbursement amount per mile
-##Total $ -- total amount of reimbursement for mileage
-#Odometer Start and End -- the starting and ending odometer reading for this trip
-#Expense Items and Expense $ -- enter the values as appropriate for each item
-#Meals -- enter amounts for each meal
-#Total Expense and Update Total -- use the button to total the expenses shown
-#Advance -- enter any advanced amount
-#Expense Notes -- any special notes about the expenses incurred
-[[File:Screen Shot 2020-08-12 at 11.12.08 AM.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.
+Notes: Items do not appear or disappear based on selections.
-===Save/Stay and Save/Close===
+[[File:Screen Shot 2020-08-12 at 11.25.16 AM.png|200px]]
-The Save/Stay 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).
+===Second Section===
-The Save/Close button will save the record and then close to the Main Menu/Home Screen.
+The second section holds recently entered Time records.  You can delete or edit entries by pressing the corresponding button.  If you edit an item make sure to press Save when you are finished to save the changes.  Or press Cancel to cancel your changes.
-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.
+[[File:Screen Shot 2020-08-12 at 11.27.14 AM.png|200px]]
 ==Relationship to Other Records==
 Using selections in the Content Menu in other records, Time entries may be made.  As a result time entries may be associated with records such as Callback, Eligibility, Clients, and Other Services.  In many instances where the associated record has the same information (e.g., funding code), that information is automatically transferred to the new record.