Time recording is configured through Modeller > Global Features > Time Recording.
You can enable or disable time recording at any point by toggling it on or off from the feature list.
Click the settings cog to access the settings. This opens the Time Recording Feature blade. The sections below describe each configuration option.
Work Type Configuration
Click the cog icon to open the work type configuration blade. This lists all the work types.
Click the right arrow next to a work type to enable time recording against it. Toggle the option on/off. When toggled on, the configuration settings display.
| Restrict available time categories | Toggle on to restrict what time categories can be used on this work type. When switched on select the time category to restrict. |
| Default time category | Sets the category that is pre-selected when a user records time against this work type. Typical options include Billable and Non-Billable. |
| Automated narrative | Sets a default narrative that is pre-populated when time is recorded. You can also configure whether a narrative is mandatory or optional. |
| Automated stopwatch triggers |
Controls what happens when an automated stopwatch opens for this work type. Options are: start recording automatically on open; stop recording on close. Blade stack behaviour - A blade stack is when multiple blades are open at the same time. This setting controls how stopwatch recording behaves across stacked blades - for example, whether time records against all open blades or only the parent work item (such as the matter). |
| Phase change triggers | Configures the stopwatch to start or stop automatically when the work item moves into a specific phase. For example, start the stopwatch when a task moves to In Progress, and stop it when it moves to Done. |
| Fixed time recording | Sets a fixed amount of time (in minutes) to be automatically recorded when a work item reaches a specified phase. For example, record 30 minutes whenever a document moves to Done. Users can still record additional time on top of this fixed amount. |
Unit of measure
| Unit of measure | Sets whether time is recorded in hours or units. |
| Rounding behaviour | Sets how recorded time is rounded, either up or to the nearest interval. |
| Minimum lapse time | Sets the minimum time interval that rounding is applied to. |
Stopwatch behaviour
| On stop |
Controls how time entries are created when a stopwatch is stopped.
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| On pause | When enabled, records a time entry immediately each time a stopwatch is paused, rather than waiting for it to be stopped. |
| Minimum duration | Sets the shortest recording that will generate a time entry. For example, set to 30 seconds so that briefly opening a task does not create an entry. |
| Maximum duration | Sets the longest duration a stopwatch can run before it is capped. |
| Browser navigate/close action | Controls what happens if a user navigates away from the page or closes a tab while a stopwatch is running. Options include pausing the stopwatch or prompting the user before they leave. |
Automatic stopwatch behaviour
Prevent user overrides. When enabled, users cannot change or override the time codes set by automated stopwatches. This applies where a stopwatch has been configured to default to a specific time code.
Time Entry Creation Behaviour
| Minimum narrative length | The Minimum narrative length can be used to make the narrative mandatory if set to greater than 0. |
| Require time code | When enabled, users must select a time code before a time entry can be saved. |
Stopwatch toast behaviour
| Inform users of stopwatch events via toast | When enabled, a notification appears in the bottom-right of the screen when a time entry is created. This confirms to the user that time has been recorded, which is particularly useful when recording is triggered automatically. |
Time targets
Targets can be set at global organisation level or set the expected number of hours to be recorded per day for a given work type. Results can be reported on to track whether targets are being met or exceeded.
Click the settings cogs to configure
Book for others
| Allow booking time for other users | When enabled, users with the appropriate permission can record time on behalf of another user. This is useful where fee earners have an administrator who records time for them. Enabling this setting at global level does not grant the permission to all users automatically. It must also be assigned at team or individual user level. |
Time periods
| Historic Time | Sets how many days in the past a user can record time. For example, a value of 300 prevents users from backdating entries beyond 300 days. |
| Future Time | Sets how many days in the future a user can record time. For example, a value of 300 prevents users from booking time more than 300 days ahead. |