Recommended for Case Workers and Managers

Delivered online via video conference

Duration is 2 hours

About this course

Accessing Osprey & Reviewing Files

  • What is Osprey Approach?
  • Logging into Osprey Approach

Searches

  • The Global Search
  • Loading a Client & Matter
  • Client & Dossier Searches
  • Conflict of Interest Searches

Clients & Matters

  • Adding and Editing Clients
  • Making Prospects Live
  • Adding and Editing Matters
  • Archiving Clients & Matters
  • Performing Credit & Money Laundering Checks

Posting Time & Attendance Notes

  • Posting a Time Entry
  • Editing Attendance Notes
  • Printing Posted Time

The Timer & Time Sheets

  • A Guide to The Timer & Time Sheets
  • Starting a New Timer
  • Pausing & Restarting a Timer
  • Posting Time from a Timer
  • Starting Timers on Blank Matter & Posting
  • Selecting Another Timer
  • Creating Timesheets and Adding Lines
  • Saving & Deleting Timesheets
  • Updating Time Sheets

The Client Ledger

  • The Client Ledger Card
  • Printing the Ledger

Case Management

  • Adding & Editing Key Dates
  • The Key Dates Summary
  • Viewing & Completing Dossier Pages
  • Contacts & Organisations
  • Producing & Saving Documents
  • Previewing Documents
  • Downloading to Print
  • Checking Out & Checking In
  • Adding Items to Matter History
  • Deleting Items
  • Matter History Searches

Workflows

  • Workflows & Tasks
  • Loading a Workflow
  • Viewing the Contents of a Workflow
  • Running a Workflow
  • Saving Letters Through Workflows
  • Unticking Workflows Task Actions
  • Undoing a Workflow Task
  • Removing a Workflow