Flags

How flags are created

When a new time entry is read in Antidote from a matter, the ruleset associated with the payor or client for that matter is looked up and the rules are applied to the time entry.

If Antidote thinks the time entry is at risk of breaching the rule it will create a flag on the time entry. If more than one rule applies the highest priority or the most applicable rule will be used as the name for the flag.

Viewing flags

The time entry will have a status of flagged, which can be viewed under the matter or within any draft bill for the time entry.

Depending on your law firm's procedure and configuration you will be able to review the flag in the matter, the draft bill and in the My Time view if you recorded the time entry.

Within the draft bill and matter view you will see high priority flagged, total flagged and resolved totals. Click fixes ready to open the side bar with the high priority flags, or All fixes to open it with every flag.

Flag priority

Each flag has a priority of High, Medium, or Low, taken from the priority of the rule that created it. A flag is also set to High when a timekeeper is asked to review it using Notify Timekeeper.

• The time entry tables on matters and draft bills show a Priority column for each flagged entry.
• Use the Priority filter to show only flags of one priority. For example, filter to High to deal with high priority flags first.
• The High Priority Flagged summary shows the value of high priority flags, along with the number of fixes ready. Click the fixes button to open the side bar with the high priority flags that can be fixed.

High priority flags are also shown to timekeepers on the High Priority tab in My Time.

Resolving flags

A flag can be resolved by either ignoring the flag or correcting it. If you think that the flagged entry is not a problem, you can click Ignore to ignore the flag.

To correct a flag or tell a timekeeper about it, see Suggestions.