Quick case management glossary links by alpha
Regular bold defines a term or common reference. An italicized entry denotes a command.
AutoEntry Forms -At the simplest level, click on an auto-entry from in our FLIP File Label Printer feature package, choose your area of
practice, and you have a
dozen file folder labels ready to use for opening a new file. Any data on a Time Matters form can be captured as an autoentry form,
and then associated with a Form Style or Trigger.
Billing Link (User4 on Contact/Matter form) -This field on the Contact Form and the Matter Form is one field that should NEVER be customized. It is used to
link a Contact or a Record to a billing or accounting system. This field is used by Quickbooks, or Tabs or PCLaw to provide a bridge between the contact or matter and the
corresponding record in the billing/accounting system.
Contact Form - The contact form in Time Matters is the more than just an address book. It is the core of a robust relationship management system, which from a single
contact form, lets you review all interactions with a particular individual or company, whether they be email, calls, notes to file, documents, research, outlines etc.
Core Variable Name -A number of options in Time Matters depend on knowledge of the Core Variable Name. This is the field that is used in Powerviews. This is the
name of a field in the underlying SQL or Topspeed database. By editing the properties of the field, you can find the core field name. Apart from the main record field names, the core
field name will tell you what form the field is one and where on the Time Matters form to find the field.
Default Form Style - When you right-click on a field that doesn't have a linked form style, and edit it, you are change the Default Form Style in Time Matters. This may
be desired. More likely, you are messing up the forms created by others and potentially corrupting their data. Get general agreement from everyone before you edit the default form style, or you may regret it.
DMS Link (User5 on Contact/Matter form) - This field on the Contact Form and the Matter Form is one field that should NEVER be customized. It is used to link a
Contact or Record to an separate document management system, like iManage or Worldox.
Feature Package - Used by Time Matters as a means to bundle up and deliver customizations that would otherwise take hours to implement manually in a customer's database. Basha Systems
sells several useful features packages on the Basha Store that represent hundreds of hours of development, but resell for less than $100.
Fields -Every field in Time Matters can be changed. Underneath, Time Matters stores all data as variant data type. However, it displays in the forms as text,
checkboxes, lookups, dates, numbers, etc. You can modify the prompt, the help text, and the name of the variable. But you cannot change the Core Variable name.
Form Styles -Every form can be modified. In a solo practice, you can get away with modifying the default form style (see above). But in a group practice,
with different areas of law or practice and different data needs, the default form style should not be modified. Rather, you can create a copy of the default and
associate it with a Time Matters classification code. Then make your changes to the form. When you change the classification code, voila, there are your fields.
Form Tabs - New to Time Matters 6, Form Tabs allow you to add
extra tabs to your Contact, Matters, Event, Note etc. form which provide
a sub list of related data that can itself include special filters
and quick tabs.
Formatable Clipboard -View it as an electronic clipboard that lets you gather data from throughout your database and store it into memory. Then simply, open a blank document or an email and
click paste (Control-V). The Time Matters formatable clipboard is more about data, and less about formatting. But it does support some rudimentary formatting commands, including tabs, carriage returns, and bold/italic etc.
HotDocs Template Extension - These "templates" allow you to link Time Matters fields to HotDocs fields and then use this data to launch a HotDocs document. Basha Systems has developed
many HotDocs templates for its clients and linked them to their Time Matters databases.
Matter Form - A "matter" or "case" or "project" form is the core of the electronic case file in Time Matters.
From a matter, you can see all notes, calls, documents, outlines, and linked contact records.
Outline Form -New with Time Matters 6.0, the Outline form is the beginning of a whole new approach to case management. When married with auto-entry forms, the outliner allows you to lay out
the complete structured task list for an entire case. As and when the action items become relevant, with a single click, you can calendar them and track their status.
Powerview -Powerviews are unique to Time Matters. They use javascript and HTML to display information about a particular highlighted record. Their power, comes in the fact that they can
(1) be edited in an HTML-editor and (2) that they can display any data on the selected Time Matters form and much of the data that is linked or related to that form. Basha Systems has developed a Contact
powerview that displays all records related to a contact and a Matter powerview that displays all record related to a matter. These powerviews are available free from this site.
Program Level Settings -Setting at the "program level" are visible for all staff members. They are a way of enforcing universal look and feel for the program. In a tweaked system,
there will be numerous program level settings which functions as a baseline, which settings can be overridden by individual users, based on their login.
Quick Tabs -These are stored searches through a record list that are accessible at the click of a tab (or menu). The searches can be linked to a powerview and a special configuration
of columns and colors. They can be created on a program level and on a user level.
Related Records - From this tab on any record type, you can see specified and automatic relations between the selected record and all other record types.
Timeline - An ideal place to see a chronological list of all or just some record types in a case or contact.
Timer -The timer in Time Matters applies to any record type, except contacts
and matters. Just start the timer. The timer will stop (optionally) when you close the record.
Timesheet - The Time Matters timesheet is perfect for those who wish to tally up their
time at the end of the day. Just select the client, enter a description of the activity and put in the time. Away you go.
Trigger -For every action in Time Matters there can be a "reaction". The triggers allow
the user to launch a chain of Events, ToDo's, Documents etc. from a single trigger. They can be automatic
(i.e. triggered by a change in a field) or manual, where the uses chooses from a trigger list on the
Time Matters form the action they want to take.
User Level Settings - These settings are personal to each staff member. In Time Matters they
including something as mundane as whether they start with the calendar
open when they login, or their task lists, to the more complex, special auto entry forms
