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 Osprey Approach app, please go to the guide at the bottom of the page.
Viewing 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 Time entry
With your required client loaded, click Time Recording to navigate to the Time Ledger
Enter your posting details and click Post to post to the time ledger, or Save and Print to post to the time ledger and create a printable copy of the time posting.
Accessing the Time Ledger
After posting time, users will be returned to the time ledger.
If you need to revisit the time ledger, simply click the time Time Recording heading in the navigation panel.
Printing the Time Ledger
A printable copy of the ledger can be produced by selecting print, entering any filters if required, then clicking Run.
A preview window will appear, allowing the user to export the report to PDF, CSV or XLS
Undoing a Time Posting
To undo a posting, click the Undo icon. A confirmation screen will appear.
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 page.
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 (App)
For information on time recording using the browser, please click the below link.
Time Record using Smart Actions
Smart actions can also be used to create timesheets. For further information, please use the below guide.