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* 1. Contact Information

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* 2. Introduction to Advance Practice Management:

  Inexperienced Average Confident Advanced
Review Converted Database/Client Data
Review the Central Console/Fields
Searching for clients
Basic Navigation around the Central Console

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* 3. Master File & System Set-up:

  Inexperienced Average Confident  Advanced
Entity set-up
Bulk Correspondence Settings & Email templates
Invoice & Statement settings
Attribute set-up
Address Maintenance
Client Type set-up
Department set-up
Disbursement Type set-up
Fee Earner Rates
Fee Earner Records
Internal Matter set-up
Joe Security Intro only
Manager set-up
Partner set-up
Rates Matrix
Relationship Type set-up
Standard Fee Narration set up
Standard Matters
Workflow Templates

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* 4. Database Maintenance:

  Inexperienced  Average Confident  Advanced  
Adding / Editing Clients
Adding / Editing Attributes
Adding / Editing Addresses
Adding / Editing Relationships
Adding / Editing Notes & Links
Adding / Editing Matters/Milestones/Workflow
Adding / Editing File Numbers
Introduction to Joe Admin Security
PM Data Audit Set Up and Reporting
PM Tool Kit
Bulk Attribute Update

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* 5. Timesheet Administration:

  Inexperienced Average Confident Advanced
Timesheet Periods - setting up Timesheet periods
Timesheet Administration & Reconciliation
Timesheet Adjustments
Managing Timesheet Extracts
Administration of Web Timesheets

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* 6. Timesheets:

  Inexperienced Average Confident Advanced
Capturing WIP Entries and Bookings
Posting, Un-posting and Completing

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* 7. Reporting:

  Inexperienced  Average Confident  Advanced  
Word Merge
Client List reporting
Standard reporting
Contract Lists
Customising reports

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* 8. Documents:

  Inexperienced  Average  Confident  Advanced  
Setup Document Storage in APS
Review how documents are saved in APS using Advance Docs Integration

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* 9. Client Data:

  Inexperienced  Average  Confident  Advanced  
Searching for clients on the Central Console
Viewing Client details
Viewing/Changing Attributes
Viewing/Changing Addresses
Viewing/Adding Relationships
Viewing Documents and Notes
Viewing Debt
Viewing WIP
Viewing File Numbers

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* 10. Matters/Workflow:

  Inexperienced  Average  Confident  Advanced  
Adding/Editing Matters
Matter/Milestone Structure
Workflow
Personal To Do List
WorkCentre filters
Capacity filters
Bulk Milestone / responsibility re-allocation

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* 11. Documents & Notes:

  Inexperienced  Average  Confident  Advanced  
Saving Documents/Emails in APS
Linking Documents
Adding/Editing Notes
Using Advance Docs

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* 12. Administrator Fees Training:

  Inexperienced  Average  Confident  Advanced  
Setup - Where Fee Approval is used
Discuss, Decide & Setup the Fee Approval Steps (setup 1 Fee Route)
Quick Fee Demonstration to test Fee Route
Value Billing - Contract Administration Set Up
Contract Narrations
Set up of Write Off Reasons

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* 13. Debtors / Disbursement Training:

  Inexperienced  Average  Confident  Advanced  
Disbursement Entry
Receipts and Allocations
Adjustments/Credit Notes
Deposit Lists

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* 14. Staff Fees Training:

  Inexperienced  Average  Confident  Advanced  
WIP & Debt discussion - transactional billing (what does this mean)
Understanding effects on WIP/Debtors
Singel Invoice Creation
Multiple Invoice Batches/ Working with Batches
Understanding effects of WIP Allocations
Auto Fees
Contract Fees
Understanding effects of Write Off/Up
Standard/Progress Fees/ Interim Fees
Standard Narrations/Narration Editing
Write Off Reasons
Promoting/Demoting Fees (with Notes) (if Approval Route)
Finalise Invoices - Posting & Printing
Producing WIP Reports for Billing
WIP Summary
Batch Summary
Standard Reporting - WIP & Debt Reports
Detailed/Summary/Aged WIP and Debt Reports
Reprinting Invoices /Statements/Fee Spy
Customising your Fee Screen (icons, columns)

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* 15. Managing the Period End Process:

  Inexperienced  Average  Confident  Advanced  
Month End / WIP Close and Debtors RollOver
Timesheet Administration & Reconciliation
Timesheet Adjustments
Integrity Checks
Debtors Rollover
Reconciling WIP
Reconciling Debtors
Standard Reporting - WIP and Debtors reports

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* 16. Do you have any comments?

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