Subject to configuration, ShareDo allows you to create time entries against any work item. You can record time against cases, matters, emails, compliance searches or documents.
Access time recording functionality from any of the following places
| Global Top Navigation |
Within the global top navigation you will see a Time menu option.
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| From a Task or other Work Item Blade |
When you open up a work item blade such as a Task you will typically see a Nav bar for Time
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Creating a time entry
When you either stop a stopwatch or create a new time entry, the following blade will be shown.
When completing a time entry, please note the following:
| User to book time for | Unless you have permission to book time for other users this will typically default to your current user |
| Work Item | This shows a link to the work item (Case, Matter, Task etc) that the time is being recorded against |
| Classification |
Within this section you record your time entry against the specific codes that are required.
To start this process first pick the top level time category - this will typically be Billable or Non Billable. Depending upon this choice and the time recording rules defined by your system administrator you may then see one or more time codes to complete. |
| Time Details | Within the time details section you can specify start date, duration or units  This can be done manually or via the green quick links. |
| Narrative | Depending upon your system configuration, the narrative may be generated automatically for you. Alternatively, please enter this. |
Understanding the time entry states
Across your time entries, you will see a number of different icons and colours to indicate their state.
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Draft - time entry is in a draft state and will not be recognised for billing purposes |
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Revising - time entry has been moved back to draft from a submitted state and requires attention |
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Submitted - time entry has been submitted and can no longer be changed |
Submitting a time entry
When a time entry is first created, it will typically be in a draft state; when you are happy that it is complete, you will need to submit it.
This can be done by:
- Clicking the submit button
- Bulk selecting time entries in a list view and clicking the "submit action"
Once a time entry is submitted, it cannot be changed.