Time Capture: Learning & Blocking

The Learn function creates an association in the Time Capture relationship engine that assigns a specific Client and Matter to an event when it is captured. Once this relationship is learned, matching captured events will automatically assume the Client and Matter defined by the relationship.

To Learn an event:

  • Choose the Client and Matter for the event and then click Learn at the right end of the row.
    Going forward, all new occurrences of that captured event will automatically be assigned the Client and Matter you've chosen, and will display that information in the events list in grid view.

The Block function is useful for eliminating non-billable items. It instructs the relationship engine to ignore that Event, and prevents it from appearing in your events list in grid view.

To Block an Event:

  • Click Block at the right end of the event row.
    Going forward, all new occurrences of that captured event will be ignored by the relationship engine, and will not be listed in the grid view.

Hints:

You can enable or disable the use of relationships on the User Tools > My Settings > General tab.

You can manage and modify relationships with the User Tools > Edit Relationships option.