The new Live Timer feature will allow a user to enter the time spent on a billing using the current available methods as well as allowing them to “live time” their duration on a task and automatically populate this time (once stopped), into the current available duration field(s).

This Live Timer feature also includes the following capabilities:

Enable or disable the Live Timer via ‘Options/Financial Settings/Enable Live Timer’ at the system level:

There are 2 User Permissions related to the ‘Live Timer’ available in Admin/Manage Users/User Modify:

If the permission “Can use the ‘Live Timer” is disabled then the user cannot use the ‘Live Timer’ and it is “greyed” out and locked:

If the permission “Can use the ‘Live Timer” is enabled then you simply need to select the ‘Start button’ when you are ready to commence billing:

On ‘START’ Event

The timer in normal functioning will round up to the nearest minute as soon as it enters that minute (e.g. 59 seconds will equal 1 minute, 1minute 1 second will equal 2 minutes).

If “Units” are selected in the duration instead of time then the timer will round to the nearest minute billing unit “block” based upon the setting for the Service Contract. (e.g. if the minutes per unit are 6, then 5 minutes 59 seconds would equal 6 minutes, 6 minutes 1 second would equal 12 minutes).

This rounding to “Units” will only occur when a billing entry is submitted as “completed” not when submitted as “Save for Editing”. This is so that rounding only occurs once per billing entry and isn’t compounded if the “Live Timer” is started and stopped multiple times.

‘On Hold Event’

When ‘Save for Editing’ is selected the ‘Live Timer’ is paused or ‘On Hold’ which is reflected in the Costs tab as below (draft costs are excluded from billings):

On STOP Event

When the user stops the ‘Live Timer’ a pop-up appears stating the time recorded and asks if the user would like to add this to the activity duration.

If the user selects to add the duration to the cost then the total value captured by the timer is then added to the current existing value in the duration column. If you choose not to proceed, you are given a further warning stating that any timed duration will be lost should you wish to proceed before the timer is cleared by the system. Should you select “no” and not wish to cancel at this second prompt the system will return to the first prompt again asking to add the duration to the billing.

The user would then complete the billing and add it to the case record the same way as is currently possible my clicking the “Submit” button.

Please Note: You now have the ability to upload documents, even before you have submitted a billing.

If the permission “Can run multiple ‘Live Timers’ in one session” is disabled the ‘minimise button’ will not be displayed in the billing window.

If the permission “Can run multiple ‘Live Timers’ in one session” is enabled the ‘minimise button’ (highlighted with an arrow below) will be displayed:

When the ‘minimise button’ is enabled you will see simultaneous billing timer sessions (if applicable) at the foot of the case list as below:

If you have multiple billing windows minimised and then log out of the system the multiple billing windows will still be there when you log back in to iinsight, however, you will need to start the time again (which will be temporarily paused) when you are ready to continue working on them.

Any change to the status of the ‘Live Timer’ such as ‘start’, ‘stop’, ‘on hold’) are saved as a Case Log found on Case List/Case Notes/Case Log:

There is now a ‘Live Timer’ Report available in the Reports menu:

Have you ever wished you could have a KPI Reporting Feature whereby you can keep track of your employees KPI's which can be set for each employee based on billable hours?

Well now you can, this new feature will give you:

In Admin/Manage Users/User View there are some KPI related permissions available as below (highlighted with arrows):

There is a ‘User KPI’ Tab in Admin/Manage Users (as below):

As above you can enter the Daily KPI amount and hours, the Working Days of the week and the Start Date to commence from by selecting the +New button under the Scheduled KPI tab.

There is also a Temporary KPI Tab available which can be used if required for sick leave, holidays etc: (Please Note: The KPI Temporary will change to have a % field)

There is also a KPI History Tab available:

Once a KPI has been entered for an employee it will display under the User KPI tab as below:

There is a KPI Indicator Per User

There is a KPI Indicator per user (as below):

There are 3 Different KPI Reports available:

This is a report that will provide you with your Employee(s) case load status for the date range selected. It is based on the total remaining on plans v the employee(s) KPI Target (currency amount):

This is a report that will provide you with an overview of all cases and employee(s) billing information for the selected area and date range and can be grouped by:

This is a report that will provide you with your employee(s) weekly performance detail. It is based on the billable hours V the employee (s) KPI Target (hrs) for the date range selected

There are Global system settings in Options/System Reminders/KPI tab for ‘Performance indicator colour coding’ where %’s of target can be entered/per font colour as below:

There is also an option to create ‘Colour coding’ for different ‘Employee Types’ such as Team Leaders/Trainees etc.

This can be done in Options/Common Lists/’User Type’ List:

You can create a new user type or ‘edit’ or ‘delete’ an existing user type and then when you select ‘edit’ you may choose a colour to associate the User type with as per the below example:

There is a new iinsight Templates variable available called ‘Total Activity Costs to Date’ related to the activities only on each new cost that is created (not the Items). This links to the dollar total in the costs tab for activities.

The ‘My Details’ tab which used to be to the left of the ‘Options’ tab below:

‘My Details’ tab has now been moved under the ‘Help Icon’ as below (as has the ‘Change Password’ button):

At present, if an organisation enables the “Document Approval” option at the Service Contract level then they are presented with only two status options: Draft/review & Final/Approved.

This new enhancement will enable users to determine the ‘Document Status’ and allocate it to the relevant documentation so it is easier for the company to track where they are within the approval process.

The Document Statuses are created via Options/Common Lists/Document Status and can be linked to the desired colour coding by selecting + New or by selecting Edit for existing ones.

The Document Review report under the Reports tab will reflect all the current statuses so you can have a real time overview of your Document Approval statuses and better manage your approval process.

At present, if an organisation enables the “Document Approval” option at the Service Contract level then they are presented with only two status options: Draft/review & Final/Approved.

This new enhancement will enable users to determine the ‘Document Status’ and allocate it to the relevant documentation so it is easier for the company to track where they are within the approval process.

The Document Statuses are created via Options/Common Lists/Document Status and can be linked to the desired colour coding by selecting + New or by selecting Edit for existing ones.

The Document Review report under the Reports tab will reflect all the current statuses so you can have a real time overview of your Document Approval statuses and better manage your approval process.

Profile Pictures Can be Uploaded Now

You now have the ability to upload your own profile picture if you wish to. This can be done via going to Admin/Manage Users/User Details Tab and when you click on where the image should be you can upload one if desired:

There is a new WorkCover Queensland Payment feature available - this creates greater processing efficiencies, helping practices in Queensland who currently submit invoices to WorkCover Queensland manually, receive their payments sooner

If you go to Options/Financial Settings/WorkCover QLD (as below) and enter your User Details and Password, then select ‘Check Credentials’:

There are also WorkCover QLD related Case Logs created in the Case List/Case Notes/Case Log:

If you have set it up successfully you will be shown the ‘Success! Your credentials are valid’ message as below:

Then please go to any Service Contract/s that you wish to use for WorkCover QLD and in the Charges menu/Service Contract/Options tab select the ‘WorkCover QLD’ ‘pay with’ drop down choice and you also need to enter the ABN number (as below):

Then when you create any invoices you will see a message in both the Case List/Accounts menu and the Finance menu/Invoices tab advising ‘WorkCover QLD (Successful)’ (under Payment Method) as below:

There are also WorkCover QLD related Case Logs created in the Case List/Case Notes/Case Log: