PBI Web Portal 16 Staff Interaction: Difference between revisions

Revision as of 00:50, 10 July 2018

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Forgot Password

An attorney can use the password retrieval system in the website to retrieve a forgotten password. The attorney may also call the organization for that information. The lawyer’s form does not display the password in a clear text format; however, staff can reset that password by deleting the information in the password box and typing in a new password for the attorney. Log In Other than providing the username and password, or giving the attorney sufficient information to create his own website registration, there isn’t much to be done by the organization regarding log in.

Account/Profile

Edit Profile

When an attorney edits his profile on the Portal, those changes are immediately made to his lawyer record in Prime. Notification of the change to the profile is sent by email to staff. Of course, staff may also edit an attorney’s profile by editing the information in the lawyer record.

Counties

Changes by an attorney to counties result in an immediate change to the lawyer record in Prime, in addition to an email being sent to staff notifying them of the change to the attorney’s counties. Of course, staff may also edit this information in the lawyer record.

Subjects

Changes by an attorney to subjects result in an immediate change to the lawyer record in Prime, in addition to an email being sent to staff notifying them of the change to the attorney’s subjects. Of course, staff may also edit this information in the lawyer record.

Change Password

Staff may change the password for the attorney by opening the lawyer record, going to PBI Website Information tab and changing the password entered into the password field. The field does not show up in plain text, so staff cannot read existing passwords from within the lawyer record.

Change Security Question and Answer

Staff may change the Security Question and Answer for the attorney by opening the lawyer record, going to the PBI Website Information tab and changing the Security Question and Answers entered into the corresponding fields.

Work Summary

You may produce a list of the attorney time entered by running the appropriate reports corresponding to the type of time entered. Many of these reports may be found by going to the menu and navigating to ReportsReport Selector. For compensated time entries, in the Report Selector, in the lower left corner under “Other Tables, Lawyers, Oservice, etc.”, use the dropdown to choose “Compens” for compensated time. Choose one of the reports in the Choose Report dropdown. Enter the criteria and run the report. For PBI time entries, in the Report Selector, in the left column, in the middle of the page, use the PBI Time dropdown to choose a report. Enter the criteria and run the report.

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 [[PBI Web Portal Case Management|Case Management]]
+[[PBI Web Portal Non-Case Documents|Non-case Documents]]
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 Log In
 Other than providing the username and password, or giving the attorney sufficient information to create his own website registration, there isn’t much to be done by the organization regarding log in.
-===Non-Case Documents===
-If the organization desires to make non-case specific documents available to their PBI attorneys, those documents may be added to the non-case document system.  To access that system, in the menu, navigate to Add-->Other-->Document Noncase.  The non-case document system screen will look like that shown in Figure 59.
- [[File:PBI16V2image108.png|thumb|none|frame|Figure 59 - Non-case Document System Screen]]
-Add a document to this system as you normally would.  To make the document available on the Portal, right-click on the document and choose properties.  Check the box next to “Available to PBI Attorneys on the PBI Website”.
-Attorneys cannot add non-case documents to the system.