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.
|Create timer on current matter||Starts a timer on the currently selected matter|
|Create timer on blank matter||Starts a timer allowing the user to select the client at the point of posting|
|Change timers||Allows users to swap between their unposted timers|
|Pause/Resume time recording||Pause/Resume the current timer|
|Add attendance note||Attach an attendance note to the current timer|
|Post time||Opens 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 timer||Collapse the timer|
Time Record on your Matters (Browser)
For information on time recording using the browser, please click the below link.