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Person Information
Use this program to enter/edit the ID, Name, and Rate(s) for all Persons of the Firm.
Person Billing Rates
A Person Billing Rate is made up of a Person ID and a Rate Code. Each Person Billing Rate must contain a unique ID. Rate Codes can be duplicated among ID's. For example, there can be an ID "ABC" with Rate Code "1" and ID "DEF" with Rate Code "1".
The system supports as many individual Billing Rates as are required
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Fields
Create New
Edit
Searching
Delete
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Entering Person Information
1. Enter the Person/Attorney ID. This is a caps lock field and is limited to 4 alpha-numeric characters.
The Attorney's 3 initials would be appropriate here and will be what is shown on time reports and, if applicable,
billing statements.
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2. Enter the Full Person Name. This field should contain the Person name as it is normally written
and will indicate how the name appears on reports. Precede the Person last name with a backslash as in the
following example:
JOHN \SMITH
It will automatically appear on the next line as:
SMITH, JOHN
This will make searching for a name in the database much easier and will save time.
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3. Enter a Person Rank and Level These must be entered for the record to be saved.
The ranks and levels set up in the system file program. A selection list may be displayed by
pressing the Select Icon at the end of the field.
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4. Enter the LEDES UTBMS Attorney Classification from the following table:
| Code | Description |
| AS | ASSOCIATE |
| LA | LEGAL ASSISTANT |
| OC | OFFICE COUNSEL |
| OT | OTHER TIMEKEEPERS |
| PT | PARTNER |
* Note: you do not have to select a UTBMS code to match the Attorney Classification but
doing so will save you steps later on while processing transactions and may help to maintain
consistency in the use of these codes.
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5. Enter Rates for this Person/Attorney.
Enter the Rate Code. This only needs to be unique for that Person ID. A blank code is not
acceptable.
Enter the Rate Amount. This is a dollar amount and will be used as the default rate in the
Matter Information program if no Matter Rate is entered.
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* The Person Enter/Edit View will ask for a Save of the Person record upon entering the grid.
This is to prevent the creating of a Rate without a Person. This Save is asked for automatically.
If the Save is done manually before entering the grid, the screen will clear and the record will have
to be called up again to enter a Rate. Therefore it is better to just enter the grid and reply "Yes"
when it asks for a Save.
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Editing Person Information
1. Call up the record by finding or entering the Person ID.
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2. Change the fields to be edited.
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3. Press F2 or click on the Save Button to save your changes.
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Searching for a Person Information Record
| To Search using the Function Keys |
1. Placing the cursor in the Person Number or Person Name fields and press F9.
Use F8 to go to the next record and F7 to go to the previous.
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2. The search is started against the first most matched record to your entered criteria.
For example, entering "A" in the Person ID field and then pressing F9 will bring up the first Person
ID beginning with A.
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| To Search using a Selection List |
1. Click on the Selection List Button located at the end of the Person Number or Person Name
fields to display the Person Lookup Dialog.
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2. Do one of the following:
a. Click on the desired person and then click on the OK button.
b. Click on the Search button, enter the Person Name or Number and click on OK. Click on OK
a second time to select the record.
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Deleting a Person Information Record
1. You may not delete a Person Information Record if that Person has
Time Transaction
Person Billing Rates
Accounting Transactions
These must be deleted prior to deleting the Person.
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2. Press Shift+F2.
*Note: If the system will not allow you to delete person information it will display an explanation for the failure,
this will indicate what steps you still need to take before a Person record can be successfully deleted.
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3. To delete a particular Rate Code/Amount for a Person, have the cursor in either the Rate
Code or Amount field and press Shift+F2.
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Person Information View Fields
| Field |
Size |
Description |
| Person number | 4 Char | Code representing person |
| Person Name | 40 Char | Persons full name |
| Last/First | 40 Char | Persons full name displayed last/first |
| Level Code | 6 Char | Code for Person level |
| Level Name | 30 | Persons full level name |
| UTBMS class | 2 | CUTBMS class code |
| Rank | 2 | Rank of Person |
| Rank Code | 2 | Field in the grid for a Rate code for a Person |
| Billing Rate | Numeric | Field in grid for the Billing Rate for a Person. |
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