Time Matters Training Guide And Workbook - Premier Software
Time MattersTraining Guide and Workbookwww.premiersoftware.comTele (856) 429-3010
Premier offers a variety of services and enhancements for Time Matters, delivered from themost experienced team of Time Matters experts to be found anywhere.FORUMVIRTUALSTAFFMODULESWealthData Premier Support Fixed Charge Support ForumWeb Classes – Unlimited access for all your staffBest Practices - Solutions to Common ProblemsTraining Videos - On-Demand LearningFree Downloads:Time Matters System Planning QuestionnaireSystem Implementation Checklist and ScheduleTime Matters Self Assessment Guide, and moreEnhance your support staff with our expert staffTraining / Consulting /Problem SolvingMS-SQL Support including Replicated SQL DatabasesMS Outlook/ExchangePDA supportAdvanced Estates Practice SystemCivilData Advanced Civil Litigation PracticeConnectPDF Dynamic PDF Client Intake & Import UtilityConnectHotDocs Time Matters fully integrated with HotDocsVoice CommandsDragon Voice Commands for Time MattersD I S C L A I M E R While Premier Software takes great care in assuring the accuracy and quality of these materials, allmaterial is provided without any warranty whatsoever, including, but not limited to, the implied warranties ofmerchantability or fitness for a particular purpose. Copyright 2009 Premier Software NJ, Inc. All rights reserved. Thispublication, or any parts thereof, may not be reproduced or transmitted in any form or by any means, without the prior writtenpermission of Premier Software NJ, Inc., 1230 Brace Road, Cherry Hill, NJ 08034, (856) 429-3010. Photocopying any part of thisbook without the prior written consent of Premier Software is a violation of federal law.If you believe materials are being copied without permission, please call 1-856-429-3010.
Manual Conventions Each lesson begins with an introduction to the topic. Read theintroduction to get an overall understanding of the topic. In the left column (Procedures), the steps for completing the task arelisted. In the right column (Comments/Prompts), explanations of the steps,names of screens that will display, and important information related tothe individual steps are listed. Text to be typed or clicked on is displayed in Bold. Important Notes are preceded by a . Helpful Shortcuts are preceded by a .
Table of ContentsTable of Contents . 4Lesson 1 Getting Started1What is Time Matters? . 2Time Matters Main Record Types . 3The Main Record Types . 3Starting Time Matters . 4Time Matters Login Screen . 5The Alerts, Reminders and Watches Screen . 7Working with the Alerts and Reminders Screen . 7Working with the Navigator . 9The Time Matters Screen . 10Working with Lists . 11Navigating in a List . 12Changing Columns . 14Changing the Column Width . 15Sorting in a List . 16Views (Power Views) . 17Working with Update Forms . 18Form Areas. 19Form Toolbar . 19Form Tabs . 19Drop-downand LookupFields . 20Viewing an Existing Form . 20Elements of a Form . 22
Lesson 1Getting Started Time Matters – An Overview Original Main Record Types Starting Time Matters Alerts, Reminders and Watches The Time Matters Screen Working with Lists Navigating in a List Changing Fields and Column Widths Power Views Working with Forms
Getting Started with Time MattersWhat is Time Matters?Time Matters is a comprehensive, integrated system for managing essentialpractice management records - calendar, contacts, matters, documents, email,time and expense records and more.Time Matters is both a contact and matter centric relational database forCalendar Events and ToDo's; Contacts and Matters; E-mail, Documents, NotesPhone and Billing records. Time Matters is flexible and customizable.Individual fields may be reclassified as text, numbers, dates, etc., with field labelsrelevant to your type of work. Lists may be customized and pre-sorted in avariety of formats and displayed using Quick Tabs and specified recordselections called Power Views.Time Matters will allow you to achieve the following:1. Maintain a complete Calendar of Events and ToDo's.2. Create customized fields specific to your type of practice.3. Instantly see the Calendar and other records related to a specificMatter or Contact.4. Maintain a historical record of Events, ToDo’s and all other records .5. Synchronize calendars, address books, and phone numbers withOutlook or Outlook/Exchange, Palm or Blackberry software.6. Create and save a wide variety of reports.7. With proper customization, you can support each step of each processfor improved efficiency and more effective management for a moreprofitable practice.Page 2Copyright 2009 Premier Software - NJ, Inc.
Getting Started with Time MattersTime Matters Main Record TypesYour client related information is captured on four main record types:Events and ToDo’s records populate your calendar. Contacts and Mattersrecords form your client centric and matter centric database. All othersupporting records such as documents, notes, email, phone, billing, userdefined records, can be related into one integrated database.The Main Record TypesWhat is an Event?Event records are date and time dependent calendar entries such asmeetings, hearings, depositions, conferences, etc. Events have a'time of day' and usually do not follow from day to day if notmarked done.What is a ToDo?ToDo records are similar to events, but are not dependent on thetime of day. Todo records do not have a 'time of day' and usuallydo follow from day to day if not marked done. For example, a Todomay be for a follow-up of a information request, where the user willkeep active from day to day until done.What are Contact records?Contact records are generally for people or organizations. TheContact List acts much like a rolodex of all of the names, addresses,and phone numbers of individuals associated with your firm.Contact records can also be customized with extensive dates,numbers and names etc. for quick reference. Other 'client' relatedrecords many be linked for an extensive history at the client level.What are Matter records?Matter records, are typically an electronic equivalent of a physicalfile. Matters may be labeled as Project, File Case, Engagement,Claim or Account. Matter records can also be customized withextensive dates, numbers and other related names etc. for quickreference. Other 'matter' related records many be linked for anextensive history at the matter level.Copyright 2009 Premier Software - NJ, Inc.Page 3
Getting Started with Time MattersStarting Time MattersTime Matters provides a training 'tutor' database with a separate set of recordsavailable for Training. This training guide will be using the tutor database fortraining purposes. To run Time Matters in your office, select Start, Programs,LexisNexis, and select Training Mode – Time Matters 10.Each user can customize the system so that the ‘Tip of the Day’ and the ‘ShowAlerts and Reminders’ screens are initially either on or off. Also, the record typeyou use most often can be set to open by default. You can find these optionsunder File/Setup/General/User Level/General. Details on setting these optionsare covered in the Time Matters User Manual.Procedures1. Click on the WindowsComments/PromptsDisplay the Programs list.Start button,then Programs.2. Click on LexisNexisDisplay the Time Mattersgroup of programs.3. Click on Training Mode –Time MattersStart the Training mode ofTime Matters for this class.You may get messages aboutupdating the data. Simply followthe prompts to update the data.Page 4Copyright 2009 Premier Software - NJ, Inc.
Getting Started with Time MattersTime Matters Login Screen4. Type TMType your user ID. In theclassroom, it is TM.Ask your system administratorfor the Time Matters user ID andpassword for logging into theoffice database.5. Press TabMove to the Password field.6. Type TMType your password. In theclassroom, your password isTM.See File Set-up Users andSecurity Security for options:- Save User ID and Password- Use of ‘strong’ passwords,- Disable login after 5 attempts- Use of Windows user name.Copyright 2009 Premier Software - NJ, Inc.Page 5
Getting Started with Time Matters7. Click on OKExecute the log in procedureby clicking on OK.The Tip of the Day opens. Note: You must register Time Matters within 60 days. A pop-upreminder will prompt you to register. You can press theHelp Activation Status to register on-line.8. Click on Close Page 6To turn off the Tip of the Dayscreen the next time you logon, click to uncheck the Showat Login checkbox.Locate the Tips text file in the program directory. This file contains the Text for Tipsof the Day. You can substitute your own tips, reminders, or comments, or add to thelist.Copyright 2009 Premier Software - NJ, Inc.
Getting Started with Time MattersThe Alerts, Reminders and Watches ScreenThe Alerts, Reminders and Watches screen pulls together the Events andToDo’s, as well as, selected supporting records and Reminders for any given day.The Alerts and Reminders screen displays records that are:1. Actually scheduled for the day.2. Reminders for upcoming activities.3. Past due activities that have not been marked done.4. Notification of additions and changes made by others to your calendar.Most users elect to have the Alerts screen automatically appear when TimeMatters is startedCopyright 2009 Premier Software - NJ, Inc.Page 7
Getting Started with Time MattersWorking with the Alerts and Reminders ScreenA list of icons is displayed at the top of the Alerts screen. Each icon representsone of the record types displayed on the Alerts screen.Procedures1. Highlight an Event on theAlerts screenSelect the record you’d like towork with.2. Click onDoneYou can easily mark an Eventor ToDo done from the Alertsscreen.Mark Record3. Click on CloseClose the Alerts AndReminders screen.4. On the Alerts ToolbarClick ViewSe;lect the type of records to bedisplayed.5. On the Alerts ToolbarClick OptionsMake the appropriateselections to customize theAlerts dislay Page 8Comments/PromptsTo view the Alerts screen at a later time, click ontoolbar.from the MainCopyright 2009 Premier Software - NJ, Inc.
Getting Started with Time MattersWorking with the NavigatorAs you login, depending on your user settings, an optional Navigator screenmay appear. Navigators group sets of commonly features or processes all in asingle locationProcedures1. Highlight any Icon.2. Click on Options toadd or removeNavigatorsCopyright 2009 Premier Software - NJ, Inc.Comments/PromptsSelect the feature you’d like towork with.You can customize your list ofNavigators which will appearon the left side Navigator list.Page 9
Getting Started with Time MattersThe Time Matters ScreenMenu BarToolbarData DirectoryCurrentUserDefaultStaff“User” is someone who operates the Time Matters program. The systemmanager may set security for each user for various areas of the program.“Staff” is typically someone who maintains a Calendar, and owns the record andis actually responsible for the work. Page 10Other resources besides persons can be ‘staff’’. For instance, create astaff called ‘CONF’ to track in the calendar, when your conference roomis going to be in use.Staff may be set to Inactive which will suppress the staff from dropdownlists. On the Menu Bar, press Database Staff Change Record andcheck ‘Make Inactive’ (at the top right of the Staff screen)Copyright 2009 Premier Software - NJ, Inc.
Getting Started with Time MattersWorking with ListsAll record types can be viewed in a list format and each list has commonfeatures. To locate a particular record, from within a list, from anywhere on thescreen, type the first few characters of the desired record and the system willimmediately advance to the record with the closest match using the ‘QuickPik’.Any record type list can be displayed by clicking on the associated icon on thetoolbar. For example, to see your list of Matters, click on the Matters icon on themain toolbar.Most record lists can be displayed by using a shortcut key.Shortcuts for displaying lists:F3F4F5F6F7F11F12Ctrl ICtrl Shft TCtrl Shft N Displays the Event ListDisplays the ToDo ListDisplays the Contact ListDisplays the Matter ListDisplays the Note ListDisplays the Email ListDisplays the Billing (time and expense) ListDisplays the Email InboxOpens a New Todo RecordOpens a New Note RecordFor a printable chart of popular Time Matters short keys and other items, visitthe free Resources area of Premier Software’s Managing with TimeMattersForum http://support.premiersoftware.com/MT Forum/Several lists may be active and displayed at the same time. To do this, from themenu bar at the top of the screen, simply click Window and select tile orcascade. This will organize and display all the active lists on your screen.You can filter, sort, and arrange list records in the way most beneficial to you.Also, you can create “Quick Tabs” which show a special selection and layout ofrecords.Copyright 2009 Premier Software - NJ, Inc.Page 11
Getting Started with Time MattersNavigating in a ListThe Matter List will be used as an example for navigating in a list. However, allrecord lists function in the same manner.Procedures1. Click onMattersfrom the Main Toolbar(or simply press F6) Comments/PromptsThe Matter list is opened.Each list has a default sort order. Matters are automatically sortedby Matter Reference. However, you can sort(ascending/descending) on any column by clicking on the columnheading. Click again to reverse the order.The QuickPik respects the column you are sorting by.Task PanelPower ViewPanelPage 12Copyright 2009 Premier Software - NJ, Inc.
Getting Started with Time Matters2. Type Mol The letters typed appear in theQuickPik box and your cursorwill move to the first occurrence ofthe typed letters.Once you are in the list, just start typing and the QuickPik willappear. The QuickPik box will display for 2.5 seconds and then itwill disappear from the screen (the QuickPik reset time can bechanged in File Setup General , User level , Lists tab).3. Press Page DownYou can move through a listwith Page Up and Page Down.4. Press HomeYour cursor will move to thetop of the screen.Press End to move to the bottomof the screen.5. Press Ctrl HomeMove to the top of the list.Press Ctrl End to move to theend of the list.6. Clickon the VerticalScroll barUse the elevator button toScroll down the list. You willsee a view box with the matterreference.Use the Horizontal Scroll bar toview more columns.7. Click in the GoTo boxGoTo BoxThe GoTo box is located in thetop left-hand corner of the listscreen.The GoTo box provides analternate method of locating aname in the list. You can also press Ctrl G to display the GoTo box.Copyright 2009 Premier Software - NJ, Inc.Page 13
Getting Started with Time Matters8. Type ArthurType all or part of the name.The cursor does not move untilyou press Tab or Okay.9. Press TabThe indicated record is located.Changing ColumnsOpen the Matter List. With your mouse pointer anywhere on the row of columnheaders, right-click and select Edit Columns.On the left are fields on the forms of the records in the selected list. On the rightare the fields (columns) already on the list, in the order in which they appear.Page 14Copyright 2009 Premier Software - NJ, Inc.
Getting Started with Time MattersProceduresComments/Prompts1. On the left, locate thefield Opp Atty.The ‘Available Fields’ shows thecolumns (fields) on your form.2. Add the field using theAdd the desired column to thelist. The field enters at thebottom of the list.Addbutton.3. From ‘In List’Highlight the Opp Attyfield and click thePut the columns in the desiredorder.Up button.4. ClickOKto save this selection.The settings are remembered forthis list for this user.Changing the Column WidthDragging the column border in a column heading can easily change the width ofthe column. The changed width is automatically saved.Do this first: Open the Contact List.ProceduresComments/Prompts1. Position your cursor to theright of the Last NameColumn HeadingYour cursor will change to adouble-headed arrow.2. Drag the double-headedarrow to the right or leftThe column width will changeas you drag the mouse. The Column Width is automatically saved for the current user/list.Copyright 2009 Premier Software - NJ, Inc.Page 15
Getting Started with Time MattersSorting in a ListEach record type is displayed with a specified default sort order. Simply clickingon the column heading that represents the column you’d like to sort on canchange the sort order. An arrow will appear next to the column headingindicating the sort order. Click on the column heading a second time to reversethe sort order.The sort order remains in affect as long as the window remains open. Once thewindow is closed, the sort order will return to the default.The bold column is the selected sort. Theright-side-up pyramid indicates the sortdirection (ascending).Procedures1. Open the Matter List. Clickon the Column HeadingMat NoThe records are now sorted byMatter Number.Notice the arrow pointing up nextto the column heading therecords are sorted in ascendingorder.2. Click on the ColumnHeading a second timeThe column is now sorted indescending order.3. Click on Mat RefSet the sort order to anothercolumn. Page 16Comments/PromptsThe sort order will remain set until you close the recordwindow. Whenyou return to this record type, the sort order will be set back to the default.You set default sort orders at a Program Level Setup, (Alt Shift P),program setup, lists, OR at a User Level (Alt Shift U), user level, Lists.Copyright 2009 Premier Software - NJ, Inc.
Getting Started with Time MattersViews (Power Views)Each record on a list may also have a side or bottom view of selected details fromthe highlighted record. Click on theicon on the list toolbar to togglebetween no Views, or any one of the pre-selected types of Power Views.ProceduresComments/Prompts1. On te list toolbar, Click onthe Power View icontoactivate the desired side orbottom View location.A window appears on the sideor bottom. (If the icon ismissing Press Options, EditList Tool Bar and SelectPowerview)2. Click on the top
Time Matters provides a training 'tutor' database with a separate set of records available for Training. This training guide will be using the tutor database for training purposes. To run Time Matters in your office, select Start, Programs, LexisN
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unmatched to the Time Matters code. Add option to match Contact and Matter codes for Timeslips and Time Matters. 3096329 When synchronizing Contacts and Matters from Timeslips to Time Matters, the records are not being properly marked as billable. When a text field in Time Matters
QuickBooks 2019 and QuickBooks 2020 Timeslips 2019 and Timeslips 2020 In version 16.5 you’ll also see the new branding for PCLaw Time Matters, the new owner of Time Matters. Time Matters 15 Time Matters 15 was released November 2015 and offers these enhancements: ‐ Enlarge
1. Select File Backup Time Matters Data in the Time Matters Data menu. The Time Matters Backup window opens. 2. (Optional) In the Shared Files Backup box, type or select a different backup file name. LexisNexis TimeMattersandBillingMatters16 AdministrationGuide 2016LexisNexis Allrightsreserved. 5
To open Time Matters in Training Mode: 1. Click the Windows Start menu, click All Programs, point to LexisNexis, and click Training Mode ‐ Time Matters 11.0. The Update Sample Data window opens. 2. Select Reload, Update, or Cancel when asked whether you want to update sample data. The Login Information window opens. 3. Click OK.
LexisNexis Practice Management Systems, Inc. 2000 Regency Parkway Suite 600 Cary, North Carolina USA 27518 North America: 800.387.9785 Outside North America: 919.467.1221 Fax: 919.467.7181 About this guide The Installation Guide provides a list of tasks for installing LexisNexis Time Matters and Billing Matters
MONEY MATTERS 6 Money Matters 1: Setting a Budget How can budgeting now help me make a big purchase later? Money Matters 2: Take it to the Bank! Why should I have a bank account and how do I use one? Money Matters 3: Keeping Track of Your Money How can I keep track of the money in my checking account?
Cake Baking . SCQF: level 5 (9 SCQF credit points) Unit code: J1YR 75 . Unit outline The general aim of this Unit is to enable learners to develop the ability to bake cakes and other chosen items safely and hygienically. Learners will demonstrate a range of techniques and processes used in cake production and other baking contexts.
