1 Reply Latest reply on Oct 13, 2014 5:29 PM by Tim Webb

    EPDM file log

    Lee Desmarais

      Hi everyone,

       

      I am setting up EPDM for my small company, and I am wondering if it is possible to use EPDM to determine how long a file has been checked out in each workflow state. This information will be useful in determining billable hours for clients.

       

      I have tried using dispatch to write a "checked out time" and "checked in time" variable, but this does not work very well. Any thoughts?

       

      Thanks for your time!

       

      - Lee

        • Re: EPDM file log
          Tim Webb

          Hi Lee,

           

          I have recommended 2 different options for this with customers:

          1. Tracking checkout/checkin or even SQL queries for days in state may be more trouble than it is worth because you still have to compile the data and make sure you are billing for "actual days/hours worked". You could use fields on your data cards to capture the date/time the file enters the state and the date/time the file leaves the state but this may not be granular enough. This is general time spent and automatically captures the time and may be marginally helpful.
          2. Honestly, I would recommend a CRM system to capture billable hours. Check out www.insightly.com Free for up to 3 users and may be thorough enough for what you're after. You could use the pipelines and assign the tasks to teams rather than individuals. Then they can keep notes in the tasks for billable hours and you get the high level status. Check out this 6 minute video...very helpful. The data is also exportable for future reference. This is also general time spent but requires you to trust your staff to enter their data but is VERY helpful.

           

          Hope this helps.

          Tim CEPA

          http://www.equivaq.com