LawVu's time management capabilities allow you to allocate time against your matters, while our reports help to communicate your value.
This article explains how a user with the Administrator role can manage time entries for their organization in terms of user permissions, time management settings and security group settings.
In this article:
User Permissions
To give users the ability to record their time, they must have Time Entries permission enabled within their user profile. To do this, click the Organization Settings in the bottom left of your screen and go to User Management > Users Settings.
Search for and select the appropriate user. Click the Edit button in the top-right of the profile card.
Navigate to Permissions and ensure that their Record time entries option is enabled.
This gives the user access to Time Entries modal and allocate time against the matters they have been working on.
Learn how to create a time entry by clicking here.
Time Management Settings
Organization admins have the ability to add default activity codes for recording work, and set the standard unit of time for doing so.
Go to Organization Settings and click Time Management.
Activity Codes
In the Activity Codes tab, use the Add button to create a list of your preferred activity codes.
If necessary, you can also include a description for each activity.
To remove any of the activity codes, just click the corresponding 'X' on the right.
Note that activity codes are never fully deleted, simply hidden. To display previously removed activity codes, select Show hidden at the top of the screen. You then have the option to reinstate hidden activity codes if you so choose.
With the activity codes entered we can now set our preferred unit of time for recording purposes.
Time Unit Settings
Navigate to the Settings tab. Note that, by default, a single time unit is equal to 6 minutes. To override this, simply click into the numerical box and enter the number of minutes for your preferred time unit.
Security Group settings
Enabling the Record time entries permission for users enables them to record their time spent working on matters. However, to create batches of time entries and post them to matters, users need to be added to the Time Entry Administrator security group.
To do this, click Organization Settings and navigate to User management > Administrator groups settings.
Select the Time entry administrators group.
Use the + Add people button to search for and select the users you wish to include in the Time entry administrator group.
Once added to the security group, the user will now see the Time Management icon in the left-hand admin bar.