Osprey Academy - Customer Support & Training

Using Osprey

Learn how to use Osprey to manage your day-to-day operations and processes

Time Record on your Matters (App)

Who is this guide for?

Any Users and Case Workers

You can time record in several different ways within Osprey. If you are looking to record time on your Matters using the browser, please go to the below guide:

View Today’s Summary

You can view the total time, value and units if time you have recorded today at any time by looking at the top of the screen.

Posting a Single Entry

With your required client loaded, expand Time Recording and select Post Time.

This will open the posting screen. Select Single entry, and enter details of your time posting.
Click Post once finished.

Posting Multiple Entries for the same Client

As with the Single Entry posting, go to Time Recording > Post Time on your relevant client.

Accessing the Time Ledger

After posting time, users will be returned to the time ledger.

If you need to revisit the time ledger, select Time Recording or Time Recording > Time Ledger from the left hand menu.

A printable PDF copy of the ledger can be produced by selecting print, entering any filters if required, then clicking Ok.

Undoing a Time Posting

To undo a posting, click the Undo icon.

Recording using Timers

Timers allow users to accurately record how long they spend on a specific time, i.e. an online meeting or a telephone call, and can always be easily accessed.

To toggle the timer, click the Timer icon at the top right of the app.

There are two manners how to start a timer

Starting a Timer from Time Recording

Under Time Recording, there is an Option to Add A Timer

Select an activity, a remuneration, and if you want to create the timer for the client currently loaded.
You can also start the timer in a paused state, allowing you to start it at a later time.

Clicking Create Timer will create a new timer, available from the Timer widget at the top of the screen.

Starting a Timer from the Timer Widget

From the Drop down, select New Timer on Current Matter to start a timer on the currently loaded matter, or New Timer on Blank Matter to select the matter at the point of posting.

Timer Options

Create timer on current matterStarts a timer on the currently selected matter
Create timer on blank matterStarts a timer allowing the user to select the client at the point of posting
Change timersAllows users to swap between their unposted timers
Pause/Resume time recordingPause/Resume the current timer
Add attendance noteAttach an attendance note to the current timer
Post timeOpens the time posting window, or if a matter is not selected, allows the user to select a matter then access the time posting window.
Collapse timerCollapse the timer

Time Record on your Matters (Browser)

For information on time recording using the browser, please click the below link.

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