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Assigning Time to Cases Using Time Tracker


Using the time tracker feature, users can assign their time to a case. They can assign this time while working on the case or after their work is complete.

If users want to use the time tracker feature to assign the time of other users to a case, then administrators must configure the Case Time Tracker view to accommodate these time assignments. For more information, see Configuring Time Entry Views.

NOTE:  The time that you assign to a case is automatically associated with the appropriate time sheet. The appropriate time sheet has a time period that includes the date for the time assignment record, has the same owner as the time assignment record, and does not have a status of Submitted. If such a time sheet does not exist, then it is automatically created.

This task is a step in Process of Managing Case Time.

To assign time to a case using time tracker

  1. Navigate to the Cases screen, then the Case List view.
  2. Drill down on the Case Name field of the case record.
  3. Navigate to the Case Time Tracker view.
  4. Create a new record, and complete the fields as appropriate.

    The following table describes some of the fields.

    Field
    Description

    Staff

    Displays your user ID. For other records in this view, this field might contain the user ID for another person who worked on the case.

    Name

    Displays the name of the user ID in the Staff field.

    Type

    Select the type of time. Values include Court and Litigation.

    Date

    Select the date for the time.

    Reported Hours

    Type the total time in hours that was worked on the case. This field is populated with the time difference between the start and stop time when you click the Start Timer and Stop Timer buttons.

    Billable

    Select this check box if the time is billable to the case.

  5. To assign time to a case while you are working on the case, complete the following steps:
    1. When you begin the work, click Start Timer.

      The Start field is populated with the current time.

    2. When you complete the work, click Stop Timer.

      The Stop field is populated with the current time.

  6. To assign time to a case after your work is complete, enter the time in hours that you worked on the case in the Reported Hours field.
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