The Activity Codes Mini Directory stores "A" UTBMS codes for tracking time in Neos. When staff enter time spent in a Case (using the Automatic Timekeeper or manual time entry), they have the option to select an activity code that relates to work performed in a Case.
NOTE: You must have Enabled, Add, Modify, and/or Delete permissions to Directories > Mini Directories as needed.
Activity Codes are prepopulated "A" numbered activities as defined by the American Bar Association.
Add an Activity Code
To add an Activity Code, click the + Add button. A blank entry will display in the first row of the grid. Double-click the Activity field of the new entry to enter edit mode. Activity is a required and unique field. Up to 35 characters can be entered in the Activity field, 10 characters in the UTBMS Code field, and 200 characters in the Description field. New Tasks are Active by default.
The entered UTBMS Code will display with the associated Activity in the time entry.
Delete an Activity Code
To delete an Activity, click the delete icon to the far right of the entry.
Click the Yes button to delete the item if it is not in use. If it is being used, the item will be marked inactive.
Click the No button to abort the deletion.
Save Your Changes
Click the Save button to keep your changes.
