Is there anything I need to do? - Aderant

?FAQs for Fall Release 2019General FAQsWhen will these new features be available?This release is scheduled to go live at midnight on Saturday, December 7, 2019.Is there anything I need to do?If you are an administrator, notify your timekeepers of the change. If you are a timekeeper, enable automatic updates on your mobile device, or update your app after the release takes place. That’s it! No other action is required.How can I ensure my timekeepers are using the latest version?Encourage them to enable automatic updates or have them visit the App Store or Play Store from their device to download the latest version after it goes live. Desktop changes go live automatically.Do I need to communicate anything to my timekeepers?It’s a great idea to spread the word about the great new capabilities for timekeepers to take advantage of! Everything they’ll need to know about the new features is here for you to share in this communication template.Intelligent TeamsWhy Intelligent Teams?It’s not unusual for timekeepers collaborating in a group to enter different times, creating inconsistencies or unrecorded gaps of time. This requires billing attorneys to manually review time records for inaccuracies and can lead to more client rejections. Intelligent Teams introduces automation to time entry for these collaborations, presenting a unified account of what was accomplished on a given matter within a given timeframe.What is Intelligent Teams?When recording time, a timekeeper can “tag” other timekeepers that are working on the matter. Intelligent Teams will automatically create an Intelligent Timecard in draft mode for each associated timekeeper. These draft timecards contain the same information as the original timecard, bringing all relevant timekeepers into the timekeeping process to maximize accuracy and efficiency.Why don’t I see the person I want to tag in the list?The only people eligible to be tagged with Intelligent Teams are timekeepers who have already entered time for that matter. Also, you cannot tag the person who tagged you, or someone who has already been tagged. Why can’t I deselect a person from the Participant list?Newly added participants can only be deselected before the timecard has been saved. Once saved, all tagged participants remain as associated with that timecard. Will editing an Intelligent Timecard affect the timecards of the other timekeepers?No. Once the drafts are created for the tagged timekeepers, the timecards are no longer linked. You can edit and even delete your Intelligent Timecard without affecting the timecards of others. However, it is recommended that you communicate necessary changes to the associated timekeepers when relevant.My ShortcutsWhy My Shortcuts?We use My Shortcuts to save time when repeatedly entering the same lengthy text. However, if the shortcuts are not pertinent to the work we do, they are not beneficial to us. The flexibility of creating individualized, relevant My Shortcuts in iTimekeep provides timekeepers with another layer of independence, removing them from the limitations that exist with using shortcuts from their time & billing system.How do I create a shortcut?Open My Shortcuts from the hamburger menu. There, you can create shortcut and phrase combinations for your use. You can view, filter, edit and delete your My Shortcuts. If you do not see the My Shortcuts option, please have your System Administrator enable it in the iTimekeep Portal, Configure iTimekeep section. Can I still use shortcuts from my device or my time and billing system?Of course! When entering a shortcut in the Work Description, iTimekeep first looks at your device shortcuts for a match. If none is found, it then looks at your iTimekeep My Shortcuts. Lastly, it will check the inherited shortcuts from your time and billing system. Can I edit or replace a shortcut from my time and billing system?iTimekeep does not alter any shortcuts on your time and billing system. However, if you create a My Shortcut using the same shortcut characters as one in your time and billing system, the iTimekeep My Shortcut will be found first, taking precedence over the one from the time and billing system. You also can disable your inherited shortcuts from your time and billing system by going to the hamburger menu and selecting My Shortcuts.Are My Shortcuts case sensitive?The shortcut itself is not case sensitive. For instance, if your shortcut is ABC, it will work whether you type in ABC, abc, or ABc. The Phrase, however, is case sensitive. That way, it will always appear in your work description exactly as you entered it when creating the My Shortcut.Personalized EngagementWhy Personalized Engagement?Timekeepers work best when presented with exactly what they need, when they need it, in the most simple and efficient way possible. Whether engaging with push notifications, popups or emails, personalized engagement provides the timekeeper access to the appropriate place in the app to accomplish their desired task quickly and easily.What is Personalized EngagementYou have likely interacted with iTimekeep engagements before. These are the emails, push notifications and popup messages you receive from iTimekeep. We are taking this a step further by including personalized links in some engagements, links that will take you to specific areas or information. For instance, if you have missing time for a day, a link can take you to your My Time screen to view your time for that day, enabling you to review and enter time as quickly and simply as possible.Is there anything I need to do?When you receive an email or push notification engagement, simply click the available link(s) to go right where you need to go. It’s as simple as that. Print Time CodesWhy Print Time Codes?We’re including time codes when printing from the print function, providing a more comprehensive print view. Now you will get more data and better visibility into your timekeeping performance with these additional details of your time entry included in your printed records, including codes, tasks, locations, etc. ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download