Steps:

  1. Access the platform using your credentials.
  1. From the main menu, go to the Case Management module.
  2. Click on the Time Tracking select the report you wish to view from the list.

 

Below are the reports offered:

  1. Monthly summary report - This reports details the Time Postings grouped on a monthly basis, with this report you can generate a report of all or particular client(s) and file(s), all or specific user(s) for a particular period. The results of the will be a report broken down to the various months within the selected period and with the specified criteria.
  2. T&E Report per User – This is a report that will give the postings done per user with the specified options such as based on a client or file, and the date period of the actions.
  3. Client Summary Report – This report will indicate the postings done per client, you can filter with a specific client to see the records posted within the period selected.
  4.  Unbilled Client Report – A summary report of all client time postings done that are not billed, a summary based on client. This are the time posts indicated as NOT BILLED on the Time Tracking Postings
  5. Unbilled Report per User – this report is similar to the Unbilled Client Report but per user, grouped based on the user postings.
  6. Fee Earners and Non Fee Earners Report – This reports indicates a summary of the time postings per user based on the users who are either fee earners or non-fee earners respectively.
  7. Internal Time Report per User – This is a report on the Internal Time Postings done per user
  8. Time Exception Reports – Time Tracking enables one to create departmental exceptions for specific tasks, an example would be a clerk may take 3hrs to do pleadings and on the same task an advocate may take 2hrs working on the same task. When a user in the department with exception spends more time than the specified for the task an exception will be generated in the exception report.
  9. T&E Department Report – This is a departmental report indicating the various users under a certain department, showing the Time Billed, Internal Time, Total Time (Internal + Time Billed), and the time target based on the period selected. The target is derived as 75% of the expected daily work time, example you are expected to work 8hrs a day, the target would be 6hrs a day, the total time would be the daily target multiplied by the working days within the period (less weekends and holidays).