Course curriculum

  • 01

    Welcome to Clarity Courses

    • What to expect with Clarity Courses

  • 02

    Section 1: Introduction to XPM Recording Time

    • Welcome to XPM Recording Time

    • In this Course

    • An Overview to Recording Time

  • 03

    Section 2: The three different types of time

    • Three types of time - Overview

    • Defining the three types of time

    • Three Types of Time

    • Knowledge Check

  • 04

    Section 3: Record time with quick time entry

    • Recording time with Quick Time Entry - Overview

    • About Quick Time Entry

    • How to record time using the timer

    • Enter time already worked

    • Knowledge Check

  • 05

    Section 4: Entering time against a specific job

    • Entering time against a specific job - Overview

    • Enter your own time using global search

    • Enter staff's time from the Job Manager

    • Knowledge Check

  • 06

    Section 5: Entering time from the Dashboard

    • Entering time from the Dashboard - Overview

    • Entering time for a specific day

    • Entering time for a whole week

    • Knowledge Check

  • 07

    Section 6 : Entering time using an Ad Hoc Job

    • Entering time using an Ad Hoc Job - Overview

    • Entering time against an ad hoc job

    • Knowledge Check

  • 08

    Section 7: Entering time on Staff Timesheets

    • Entering time on Staff Timesheets - Overview

    • Record time worked

    • Knowledge Check

  • 09

    Section 8: How to record internal time

    • How to record Internal time - Overview

    • Internal Time Set Up - XPM Administrator

    • Internal Time - Setting the Capacity Reducing Job

    • Recording Non-billable Time

    • Recording Capacity Reducing time

    • Knowledge Check

  • 10

    Section 9 : How to record a time credit

    • How to record a time credit - Overview

    • How to record a time credit

    • Knowledge Check

  • 11

    Section 10: Edit or delete a time entry

    • Edit or delete a time entry - Overview

    • What you need to know before editing or deleting

    • Edit a time entry

    • Delete a time entry

    • Move time entries between jobs

    • Knowledge Check

  • 12

    Section 11: Change how time is entered in Practice Manager

    • Change how time is entered in Practice Manager - Overview

    • How it works

    • Timesheet Settings Summary

    • Knowledge Check

  • 13

    Section 12: Resolve issues with time entry in Practice Manager

    • Resolve issues with time entry in Practice Manager - Overview

    • Unable to enter time

    • Job or task isn't listed

    • Time entry error message

    • Incorrect time due to daylight savings

    • Knowledge Check

  • 14

    Section 13: Print, email, or export staff timesheets

    • Print, email, or export staff timesheets - Overview

    • How it works

    • Print, email or export timesheets and summaries

    • Knowledge Check

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