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Timekeeper Rates

Creating Timekeeper Rate Review Assignment Rules

Tracker includes a feature lets you assign pending timekeeper rates that meet certain conditions to specific company users for review.
Required role | Tracker Coordinators and Backup Tracker Coordinators, and designated timekeeper rate reviewers, can create timekeeper rate assignment rules.
  1. Select
    Financial
    ,
    Rates
    , then
    Pending rates
     in the left navigation panel.
  2. On the toolbar, select
    Assignment rules
    .
  3. Any assignment rules that have already been created are listed on the Timekeeper rate assignment rules window. To add a new rule, click the
    Add
    button.
  4. Next to
    Rate Type
    , select the button for the category of rate to assign.
  5. Next to
    Rate Reviewer To Assign
     click the
    Select
    link.
  6. A list of potential rate reviewers opens. Click
    Select
    next to the name of the person that will be rate reviewer assigned to this rule.
  7. In the
    Conditions
    section, select choose the conditions that will trigger the assignment rule. For example, you could assign one particular reviewer to be responsible for reviewing all rates from a particular firm.
  8. At the bottom of the page, select one of the following:
    • Save & ignore existing rates
       to apply the rule to future rates only.
    • Preview existing rates
       if you would like to assign currently pending rates that meet the conditions of your rule to the designated user.
  9. Select
    Save & apply to existing rates
    .

This article applies to:

  • PRODUCT: Legal Tracker
  • Audiences: Company