Overview

Work items can be duplicated/cloned from one entry to create a new work item entry. The ability to clone a work item entry provides the user with an efficient option of copying details from an existing work item entry instead of having to re-type and re-select details such as matter number, narration and rate. 

There are 2 ways of duplicating a work item: 

1. Duplicate/clone a work item entry from the work item screens

2. Duplicate/clone a work item entry from 'Today's Work Items', being your own entered time for the day so far (whether it be pending or finalised).

TABLE OF CONTENTS

• Overview
  • How to duplicate/clone a work item from the work items screen
  • How to duplicate/clone a work item from 'Today's Work Items'

How to duplicate/clone a work item from the work items screen

1. In the Navigation Menu, select Work Items.

Follow the same steps where the Work Items screen is being accessed from a Matter > Work Items

2. Locate the work item you would like to clone, then select the ellipses located to the right of the work item entry.

3. Select Clone.

4. A New Work Item screen will open containing the same details of the cloned work item (Matter, Task Type, Work Item Type, Rate, narration, Notes and Billable field), with the exception of the the 'Entry Date' and 'Units' fields. 

The entry date and time will automatically update to the current date and time and the units field will populate as'1' by default. Ensure updates are made to these two fields where necessary.

For staff members cloning a work item entry which needs to be for another employee, ensure you update the 'Employee' field set to the relevant employee (i.e. Fee Earner).

5. Once you have updated the Units field, the system will automatically update the End date/time in accordance with the number of units. Similarly, if you update the End Date/time, the system will automatically calculate the Units.

For the End Date to be visible, the option 'Allow editing end times on work items' must be selected in the Billing Defaults screen in Firm Settings.

6. Save the work item entry when you have updated the necessary fields. By selecting Save & New, the Date and Employee will copy to the new work Item entry. 

How to duplicate/clone a work item from 'Today's Work Items'

1. Navigate to your current day's work item entries, by selecting the timer icon located at the top right of your screen.

2. From Today's Work Items select the work item you would like to clone by selecting the ellipses button to the right of the relevant work item entry, then select 'Clone'.

The cloned work item will appear under 'Todays Work Items' as Active.

3. Save and finalise the cloned entry once the necessary fields have been updated.

For users who actively use the work item 'timer', the timer will automatically start running once you have chosen to clone a work item entry.