Creating Rule Actions

Published on: October 13th, 2019

OCG Live Rule Actions is where the Action to be performed is defined.  Each Rule can create an Error, Warning or Information message, a Task or Send a Guideline Summary.  Also, on the Actions screen you can say if the Rule applies to All, Timekeeper or Billing.  Here is when you would use each of these:

  • Errors can flag the timekeeper to fix the issue at the point of time entry. Errors will appear on the Daily OCG Violations Report and need to be addressed before a timekeeper can submit their time.
  • Warnings notify a user at the point of time entry; however, they do allow a user to save without addressing the issue. Warnings also appear on the Daily OCG Violations Report that the billing department sees.
  • Information messages can provide a timekeeper with an informational message at the point of time entry; however, they will not appear on the Daily OCG Violations Report.
  • (EARLY Adopters ONLY) Unless paired with an Error, Warning or Information message, Create a Task actions do not provide a visible message to a timekeeper. They are most commonly used to create a Task or a ‘to do’ item for a member of the billing department.  Tasks that are assigned to a designee will show up under that user’s personal Tasks when the action is triggered.  Those that are not assigned to a designee will display under the general firm Tasks within the Unassigned section but can be assigned later by an OCG Administrator.
  • (EARLY Adopters ONLY) When a timekeeper submits time on a new client/matter or a defined period of time after their initial submission, Send a Guideline Summary will send an email to the timekeeper asking for acknowledgement of the Timekeeper Summary. If paired with a Create a Task action, they can also create a Task for a timekeeper so you can track the Guideline Acknowledgement.  NOTE:  It is recommended to also setup an Information message that pops up and tells the user to check their email to review and acknowledge the guideline.

Creating Rule Actions

Creating Rule Actions

Note: Users can select a default designee for a task or allow the task to be unassigned

Note: Currently, the Guideline summary that is transmitted to users by default is the one within the Timekeepers tab. Eventually, other tabs will be able to be sent.