Managing Notifications for Time Capture

Notifications are sent for a variety of Time Capture conditions that can occur. Notifications can be configured for your firm's communication preferences. You must have the appropriate assigned rights to change notification preferences.

Notifications are received either as emails or as notifications in the Dashboard, depending on the recipient's preference. When possible, multiple notifications for the same event to the same recipient are bundled into a single notification.

To customize Time Capture notifications, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
2. Select Practice > Notification Setup > Time Capture on the navigation panel.
3. Do any of the following:
   • Enable or disable a notification. Select a check box for a notification to enable that notification. Clear the check box to disable the notification.
   • Add or change a recipient. Select an active notification. Then, do the following: 
     1. Click Add Recipient.
     2. In the Select By column, select a recipient list.
     3. Select an option from the Recipient list.

     Explain the grid columns

     Component	Description
     Enabled	Select the box to send notifications for that condition. Clear the box if you do not want to send notifications for that condition.
     Name	The name of the condition. The name is used as the subject in notifications or emails.
     Message	The body of the notification or email sent to the recipient.
     Priority	Select the priority for the notification.
     Select By	Select the list of recipients to view in the Recipient column.
     Recipient	Select a recipient from the list. The available options are based on what you select in the Select By column.

4. Click OK to save your changes.

Your settings in the Transaction Entry Error Conditions window determine the defaults in the grid.

Setting Notification Frequency

You can schedule when notifications should be sent in the Configure Scheduled Notifications section.

To set notification frequencies, do the following:

1. In the Send box, select the desired frequency.
2. In the At box, select the desired time.
3. Click OK to save your changes.