Feature Friday Webinar Time Matters Triggers & Auto Entry Forms Nancy Griffing 35 45...

Feature Friday WebinarTime Matters Triggers & Auto Entry Forms

Nancy Griffing 35 45 Consulting-Global ★

6/15/201

2Business of Law Software Solutions – Practice Management

Proud Members of the 35-45 Consulting Group, LLCServing our National and International Clients

Phone: 888-866-3545www.3545consulting.com

3Business of Law Software Solutions – Practice Management

Time Matters Triggers & Auto Entry Forms

Trigger Definition: When using triggers in Time Matters you can automate reactions. For every trigger defined action there is a automated reaction.

Auto Entry: Like a macro, an auto entry form can fill in information on a form style automatically. If linked to a form code, it can pre-fill an entire form or certain fields.

4Business of Law Software Solutions – Practice Management

Time Matters Triggers & Auto Entry Forms

Business purpose example: Whenever a matter changes status, the firm wants to have a note record created to document the change in status. This way a report can be generated including all status changes. The firm does not want to rely on the user to update the a separate record documenting the change needs to be created. Although the audit trail is extremely useful, the firm wants a report that can be generated for each status change on matters.

5Business of Law Software Solutions – Practice Management

Time Matters Triggers & Auto Entry Forms

Objective 1: Create a Time Matters trigger that will automatically create a noteObjective 2: Create a Time Matters AutoEntry form that will automatically fill in the critical fields on the note.

Goal: Produce a dynamic report that will show all status changes made on any matter – in real time.

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Time Matters Triggers & Auto Entry Forms

Matter Status Change Notification

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Time Matters Triggers & Auto Entry Forms

Objective 1: Whenever a matter changes status, a trigger will fire so that a note record will be created automatically.

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Time Matters Triggers & Auto Entry Forms

Access to Trigger Setup

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Time Matters Triggers & Auto Entry Forms

Trigger Form

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Time Matters Triggers & Auto Entry Forms

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Time Matters Triggers & Auto Entry Forms

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Time Matters Triggers & Auto Entry Forms

13Business of Law Software Solutions – Practice Management

Time Matters Triggers & Auto Entry Forms

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Time Matters Triggers & Auto Entry Forms

List of Triggers

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Time Matters Triggers & Auto Entry Forms

Objective 2: After the note record has been created, it should be filled in with specific information that might be edited by an individual user, but does not have to be typed by the user. That is when the Auto Entry Form takes over.

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Time Matters Triggers & Auto Entry Forms

Matter Change Status Notification

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Time Matters Triggers & Auto Entry Forms

Matter Change Status Notification

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Time Matters Triggers & Auto Entry Forms

Matter Change Status Notification

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Time Matters Triggers & Auto Entry Forms

Access to Auto Entry Form

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Time Matters Triggers & Auto Entry Forms

AutoEntry Note Form

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Time Matters Triggers & Auto Entry Forms

New AutoEntry Form

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Time Matters Triggers & Auto Entry Forms

New AutoEntry Form

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Time Matters Triggers & Auto Entry Forms

AutoEntry Note Form – Matter Changed Open

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Time Matters Triggers & Auto Entry Forms

AutoEntry Note Form – Matter Changed Closed

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Time Matters Triggers & Auto Entry Forms

AutoEntry Note Form – Matter Changed Inactive

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Time Matters Triggers & Auto Entry Forms

List of AutoEntry Forms

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Time Matters Triggers & Auto Entry Forms

Connect the Auto Entry form to the Trigger:

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Time Matters Triggers & Auto Entry Forms

Goal: Enable the firm to review all status changes from a single list or to report on status changes across matters quickly and dynamically.

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Time Matters Triggers & Auto Entry Forms

Note Status List

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Proud Members of the 35-45 Consulting Group, LLCServing our National and International Clients

Phone: 888-866-3545www.3545consulting.com