Activity Codes

Activity Codes consist of a 1-4 character code, a description, and an optional narrative. Activity Codes can be enabled in Firm Options and required for specific clients or matters. They can also be included in bill designs for prebills, final bills, or both.

Activity Codes in Juris let users identify the specific activities performed on time entries. They can be used by themselves or with Task Codes. When both are used, the Task Code identifies the overall job, and the Activity Code identifies the specific function performed.

In this article

• Overview of Activity Codes
• Find an Activity Code
• Edit an Activity Code
• Delete an Activity Code
• Create an Activity Code

Overview of Activity Codes

Activity Codes can be applied to time entries to identify the type of activity performed for a client. They can be used by themselves or alongside Task Codes.

When an Activity Code is selected on a time entry, the Activity Code narrative can be automatically inserted into the time entry narrative if a narrative has been entered for the code. If no narrative is assigned, or if automatic population is not desired, the narrative field can be left blank.

Activity Code use on time entries is controlled by the Trans. tab in Firm Options.

After Activity Codes are enabled, they can be required for certain clients or matters by selecting Require Activity Codes on all time entries on the Int./Disc tab at the client or matter level.

The Activity Code and description can also be included in the bill design and printed on prebills, final bills, or both.

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Find an Activity Code

The Finder in Juris is pre-populated to search Activity Codes when these steps are used.

1. Select Juris > Tables > Activity Codes.

    

2. Select Tools > Find.

   The Look In field displays Juris\Tables\Activity Codes, and Search Subfolders is automatically selected.

3. Optional: Select Case Sensitive to narrow the search results to exact case matches.

4. In the Named box, type all or part of the code or description.

   Activity Code narratives are not searchable.

5. Click Find Now, or press Enter. 

   

   Search results appear at the bottom of the form.

6. Double-click an item to open it.
7. To start over, click New Search to clear the current search criteria and results.

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Edit an Activity Code

1. Select Tables > Activity Codes.
2. Find the Activity Code and double-click the icon or description to open it.

3. Modify the code information as needed.

   The Activity Code itself cannot be changed.

4. Optional: Click the Spell Check icon on the toolbar to spell check the form.
5. Click the Save icon on the toolbar.

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Delete an Activity Code

1. Select Tables > Activity Codes.
2. Find the Activity Code and double-click the icon or description to open it.

3. Click the Delete icon on the toolbar.

   If the Activity Code is referenced elsewhere in Juris, a message indicates that it cannot be deleted.

4. At the Are you sure you want to delete this code? prompt, click Yes or press Enter.

The Activity Code is deleted.

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Create an Activity Code

1. Select Tables > Activity Codes.

2. Click the New icon on the toolbar.

    

   The Activity Codes - New window opens.

3. Enter the Activity Code information:
   • Activity Code: Enter a 1-4 character code. The code can include digits, letters, or both.
   • Description: Enter a 1-99 character description.
   • Narrative: Enter a default narrative of 1-7500 characters.

4. Use Enter and Tab to move between text boxes.

   To insert carriage returns or tabs within the Narrative text box, use Ctrl + Enter or Ctrl + Tab.

5. Optional: Click the Spell Check icon on the toolbar.
6. Click the Save icon on the toolbar.

The Activity Code is added.