Right click next to an existing toolbar and click on Standard or Formatting
or choose View->Toolbars to switch on one of the two typical
toolbars. If you wish to see any others listed, then select the one of
your choice.
Click on the Show All button  and check
that you don't have any trailing hard returns at the end of the document, they
look like this  . If you do
remove them as you would any character. Note, the Show All button
reveals all of the non printing characters, such as spaces, tabs and returns
that you have used to present your document.
Right click on your Windows desktop and select the
'Properties' option. You should now click on the 'Screen saver' tab and
select 'Power' at the bottom of this screen. You should now see the power
options screen. Under 'Turn off monitor' select a longer period than is
currently selected (you may wish to select the 'never' option which would
disable the this power down feature) and then click 'OK' button.
Right click on your Windows desktop and go to 'new'
and then select 'shortcut'. You will now see a dialog box asking for the
location of your new shortcut. If you know it then feel free to type it in,
however if you are unsure you may click the browse button and double click
the icon where you wish to go (likely to start with 'My Computer' then 'C'
or other drive) until you find the folder you wish to shortcut to. Highlight
this folder by clicking on it and then click the 'next' button. You will now
be asked for a description of the shortcut. You can name it what you wish
and then finally click the 'finish' button. You will now have a shortcut
icon on your desktop that will take you straight to the file you linked it
to.
Add Client 2 node and attach new Individual Contact
here. (Right click on Black character, select Add Node, pick Client 2 from
the list. Right click on new Client 2 node and Attach New or Existing
Contact). Click on the Document Library button when on Contact screen and
select any Contact letter. If there are no standard Client Contact - no
Matter letters set-up as an Administrator you will have to select a Matter
at run time of this letter - this is because you are NOT running the Contact
letter from 'within' a Matter and most standard Contact letters have been
designed to be Matter specific.
Note: there is one standard letter which would work, without prompting for a
Matter, in the General Documents folder - 1BlankContactLetter_NoMatter -
Blank Contact Letter - No related Matter, the drawback is that of course
there will be no reference to any Matter details and this particular letter
is just topped and tailed, i.e. no standard body text.
When clicking new Client the Conflict of Interest
Search may run automatically, if not then start off with the Conflict of
Interest Search from the main icon on the MM desktop. Search for your
contact and click Continue. When prompted Is this a new contact? select No
and Search again for your contact. Select correct contact from list if more
than one and then click Select button. Will then be presented with black
icon screen to allocate a Client Code - click Get Next button. Use the
Restore All Defaults to enter Client Name, Salutation, Correspondence Name,
Form Name. Click on Save.
If you drill down the Client tree you will find the witness contact has been
attached to the Client 1 node.
The contact should then be amended so can select which capacity they are
utilising in the current Client 1 node \ role (as are not a witness here).
Edit Contact capacity (ellipses button on Contact screen) and Add the Client
Capacity to this Contact (so this contact wears two hats - witness AND
client). Ensure Client is selected from the Capacity drop down list (only
available now because more than one capacity allocated to this Contact).
(Note - to amend or add further Private Activities go
to Maintenance->Time Recording->Activity. Expand the Legal Aid Activities
group - any Private Activities will have the Private Use tick box ticked).
1) Maintenance->Time Recording->Charge Group. Add a new non -
chargeable group in the PR - By Fee Earner group. (There should be existing
charge groups already set-up by default; usually Private Low, Private Med,
Private High for chargeable work - these can be added to).
2) Maintenance->Time Recording->Private Time & Cost->Fee Earner
Rates.
Add all applicable FE's to new group and set the Rate each time to 0 (or add
to Private Low, Med, High group and set applicable rate if chargeable time).
The rate will now be set at 0 for ANY activity that is chosen when using the
non - chargeable group in a matter. (If you have set up chargeable time the
rates will be as set entered).
Log out of Matter Manager and right click on your
Windows desktop. Select 'properties' and then click on the 'Settings' tab.
In the bottom right hand corner you will see the colour setting set to
'Highest (32 bit)', if you click the down arrow to the right you will be
able to select 'Medium (16 bit)'. Click the 'OK' button and then confirm
that you wish to keep this setting. Log back into Matter Manager and you
will now see that the icons in the matter tree have shrunk to a more
manageable size.
The answer here is to use the conflict of interest
search. In the search box type "john smith;1 high street" click the client
radio button, ensure that the 'and' radio button is checked also and click
the search button in the bottom right corner of the screen. The purpose of
the 'and' search is to bring in any entries that have 'john' AND 'smith' AND
'1 high street'. The purpose of the semi colon between smith and 1 is that
these words are likely to be different fields on the client's contact
information screen and need to be kept separate.
There are a few methods of improving the speed at
which you carry out this task. Firstly to do as much 'Batch' posting as
possible. The results of doing this are that anything contained within a
specific batch will be grouped together with a batch total and you only need
to tick off that total and all the members of that batch will become
matched.
The Second method is to use the column headings. If you click on a heading
it will sort the column either alphabetically or, more importantly,
numerically ascending, click it again and it will sort descending.
Another way to hasten your completion of the bank reconciliation is to use the 'find'
feature. Click this button and enter any information you know about the
particular posting and it will locate it for you.
You must
firstly be the Administrator or have the access rights to maintain the
system.
Go to
Maintenance->Miscellaneous->Fee Earner.
From this screen you can click the white plus icon to add new fee earner and
input their code, name, admission date, whether they are an equity partner
and whether they are to be allocated profit costs. Finally you can click the
disk icon that replaced the white plus.
Go to
Maintenance->Miscellaneous->Security->User and Group.
If there is already a group that has the rights
you wish to bestow then open the group by double clicking on it's name on
the left and select any member of it. On the right hand pane at the top
click the white plus sign to add new user and then complete the screen with
user name, password etc. Finally click the disk icon to save.
If no group is present with the access rights you wish to bestow then this
will need to be created first. Select the 'Admin-administrators' group and
click the white plus on the right. You will now be able to create a group by
the name you wish. Once you have done this you can follow the instructions
above to add the new fee earner. After you have added the user you will need
to go to Maintenance->Miscellaneous->Security->Group Access Rights.
Click on the group on the left that you
have just created and then click the edit button on the right pane. Browse
through the extensive list and just tick off what you would like the user to
do and finally click save to finish.
Tools->Report
Date. You will need
to click the edit button and then you will be able to change the period the
system is reporting to. Click save and then run the report from the enquiry
tree. You MUST remember to go back to this feature and correct it once you
have finished running what you want.
Reporting->Billing
Guide. Select this and then from the client and matter selectors choose what you
want to see. If you do not want a summary you can untick the box below the
date selectors on the right hand side. You can then click the print button
to display your draft bill.
When the Time Attendance Note is posted to the Time Ledger, a small
‘page’ button is displayed at the right hand of that line. Double
clicking on this button will open that Attendance Note. Only the
Attendance Note area can be changed. The details can be printed by
clicking the Print Button. If the details have been changed then click on the
Save button to post the changes to the Time Ledger. Note - the button
will not show if the Attendance Note box is left blank. In which case
double click in the small box to the right (where the ‘page’ button should
be) to edit that Attendance Note.
Select any of the Fee Earner tabs except Client Details. Select either:
Tools->History
Alt+T, H
Or click the small brown book 1066 ‘Matter History’ button.
The list of Standard letters will be displayed. Double Clicking
either the Date, Time or Details of the required letter will open it for
editing and reprinting. If the document has been changed, when closing,
these changes will be updated.
Each evening, each Fee Earner should print off the Key Dates ready for
attention the following morning.
Perform by clicking the ‘Key Date Summary’ button. Select the Days to be displayed
- zero will show the current day. Select the Fee Earner as required. Click Show and the list of all dates for that Fee Earner that have not been
met, will be displayed. Details of the Client and Matter are shown at
the top as each Client Number is selected.
Note that this provides a display of the Key Dates from this day forward.
It includes Met and Not Met dates but does not include previously not met
dates.
Clicking Print will provide the ability to print to the Screen or Printer
or to export to an Excel worksheet or ASCII text file.
Select Window->Reports or click the Reports Button.
Select the Analysis tab, then Click on the Key Dates button.
From the Key Dates Report dialog box, click the small check box to the left
of Fee Earner. Click the Question Mark to the left of Fee Earner. Double click in the
Value Boxes for the Fee Earners you wish to see Key Dates for. Click on OK.
The filtering could also be narrowed down by selecting a particular Work
Type, Key Date or Franchise Category.
The number of days you want to see the key dates for can be set by clicking
the check box to the left of ‘From’, and then entering a start date and
end date for the range. The dates should be entered as normal like 26/04/99
(the /’s can be left out).
Select the check box next to ‘Met’ and check Unmet if only unmet Key
Dates are required.
This report can also be grouped by one of the options to the left, Fee
Earner, Key Date, Work Type, Franchise or No Grouping at all.
Select the destination of the Report - Screen, Printer, Word, Excel etc.
Once the selections have been made they can be saved using the Save Filter
button and naming this filtering with a suitably descriptive name. Next time
it is to be used it can be reloaded by clicking the Load Filters button and
selecting the name. Note if dates are Saved they must be checked before
running.
Clicking OK will cause the Report to Run.
Select Window->Reports or click the Reports Button and then
Time. Select the appropriate button. Select filtering and grouping
in the same way as above.
This is a job for the System Supervisor. Each User (this includes
Executives, Fee Earners and Secretaries) can be linked with one other person,
(or themselves).
This will require some careful consideration and will also affect whether
the current matters for review option is seen immediately after logging on.
Log in as Supervisor and then select the System Setup button. Select the ‘Users Tab’
Select the ‘User Access’ button (Golden Key) 
Click to select from the User Identification in the User List, the
Executive, Fee Earner or Secretary you want to link with another. Click to select the appropriate Database ID in the Access Right List.
Click the Edit button. Add the user to be linked. Click OK until you return to the Users page.
Implications
e.g. User A could have User B set as the Fee Earner. If both User A
and User B are Fee Earners then when logging in as User A and clicking Yes on
the ‘Do you want to see the current matters for review?’ dialog box, only
Key Dates for User B will be seen (nothing for themselves).
User A could have User A (themselves) set as the Fee Earner. This
means that they would see their own Review and Key Dates on startup. It
also means that any time entered for User A on another Fee Earners matter will
be noted as being done by User A in the F/E column. Key Dates set be
User A on for another Fee Earner will be linked to the Fee Earner described on
the Matter Details page.
Close Osprey TM. Open IE and choose
Tools->Internet
Options. Delete Cookies and Delete Files (making
sure you put a tick in Delete all offline content). Click the
Settings button and then View Objects. Delete the file 'SAX File
Active X Control'. OK all the way out.
In Case Management,
Contacts & Organisations, Organisation Manager. Find
Organisation which is causing the problem and click on Edit.
Ensure ANY 'empty' fields on screen do not have space in. If any
do then delete space and then Submit (will see Old and New
details side by side), Submit again.
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