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Web:Lawyer Time - PBI Time: Difference between revisions

From Prime 16 Online User's Manual
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To Edit an existing record, from the Main Menu, choose Search-->Time Keeping-->PBI Time.  Use the search screen to find the appropriate entry and open it.  You can also open associated entries from other locations, such as Client records.
To Edit an existing record, from the Main Menu, choose Search-->Time Keeping-->PBI Time.  Use the search screen to find the appropriate entry and open it.  You can also open associated entries from other locations, such as Client records.


==General Clients Entry==
==General Entry==


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


===Client Information===
===Other Information===


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


# Non-adverse Spouse Name
#In Court -- noting whether the time was spent in court
# Address and whether it can be considered safe
#User Field -- a customizable field for tacking other data
# Zip Code (pressing the City/State button will enter the City, State, and County based on the zip code)
#Billable -- whether the time spent is billable
# Living Arrangements
#Hourly Rate -- the rate used for billing
#City
#State
#County
#Legal Issue County
#Phone and whether safe
#Work Number and whether safe
#Cell Number and whether safe and okay to text
#Phone comments
#Notation for no phone
#Safe Email Address
#Internet Access


[[File:Screen Recording 2020-08-11 at 12.25.57 PM.mov]]
[[File:Screen Shot 2020-08-12 at 3.43.19 PM.png|200px]]


==Use of the Form==
==Use of the Form==
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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.
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.
===Context menu===
The context menu is accessed by clicking on the Context Menu icon at the top left of the record.[[File:ContextIcon.png|50px]]
The context menu is shown to the left.  The items shown in a context menu will change depending on many factors, including whether the current record is saved. 
The context menu has additional items available that relate to the entry, including:
# Activities
##Time -- add time
##View Time -- view associated case time entries
##Case Notes -- add or view case notes (including notes from time entries and other locations)
##Calendar -- add a calendar item
##View Calendar -- view associated case calendar entries
##Internal Messages -- send an internal message related to this case
##View Legal Advice -- view advice that may be pertinent
#Additional Input
##Conflicts -- check conflicts; add adverse parties; add client alias; review conflict entries
##Other Services
##Litigation -- add LSC-required entries for litigation, including type, parties involved, etc.
##Trust -- add trust account entries for this case
##Family -- add family members associated with this case
##Interview -- perform an interview and save responses
##Referrals/Handouts -- note the referral or handouts given to the client
##Special Programs -- track special items related to this case
##Document Tracking -- track documents related to this case
##Duplicate -- duplicate the client entry
##Contacts -- add and review contacts associated with this case
##Project Management -- (not currently implemented)
#Printing
##Print Client Intake -- print the client intake form
##Form Letters -- print a form letter
##Print Multiple Selected Items -- choose one or more items and press "Print Selected Items" to create those items
#Compliance and Errors
##Error Check -- perform an error check on the data entered in the case file
##LSC Compliance -- review compliance requirements
##Funding Code Check -- automatically determine whether the funding code assigned is appropriate and see what other selections may be better
#Related Intake
##Eligibility -- review an existing or create a new Eligibility record
##Online Intake -- review an Online Intake record (if any)
##Callback -- review an existing or create a new Callback record
#Communication
##Send Text
##Send Email
##Review Texts
#Difficult People
##Add Client as Difficult Person
##Search Difficult Person
##Add Non-Client Difficult Person
#Master Case
##Open Master Case -- if this case is associated with a master case
##Search for Master Cases
##Display Members -- if this case is associated with a master case, show all cases associated with it
##Make this Case a Master Case
#Unlock Record
##Unlock Record -- if another person was using this record and left it open, the record may be locked to editing; if you are sure it is safe to unlock it, you can unlock it for your use by clicking this button; a warning is shown that loss of data may occur if it isn't safe to unlock it when in use by another


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


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).
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.
The Save/Close button will save the record and then close to the Main Menu/Home Screen.
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==Relationship to Other Records==
==Relationship to Other Records==


Using selections in the Content Menu, you can create associated records, including Callback, Eligibility, Conflict, Internal Messages, Time, Calendar, Difficult Person, 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 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.

Latest revision as of 20:48, 12 August 2020

Lawyer Time - PBI Time

PBI Time tracks time that lawyers spend providing services.

Add

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

Edit

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

General Entry

Heading

The first section of the entry holds:

  1. Hours -- the hours spent covered by the entry
  2. Date -- the date covered by the entry
  3. Case/Matter/Support Activity - choose the appropriate option
  4. Lawyer -- the lawyer whose activity is covered by the entry
  5. Activity -- the activity performed
  6. Case Work -- case work performed
  7. Office
  8. Funding
  9. County
  10. Note

Other Information

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

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

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.

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