Search results for agm

64 articles found

  • Advanced Grants Management

    Advanced Grants Management (AGM) allows a site to track grants and to allocate user time (and pay) to those grants. You can determine how grant money should be used and track how grant money is

  • AGM Users

    Several attributes of Users are involved in AGM. Hourly Rate Each user has an hourly rate. Each site can be configured such that a log of each user's hourly rate is maintained. Using this hourly rate

  • AGM Timekeeping

    Six Stages of Timekeeping with Advanced Grants Management: Affirmation Confirmation Verification Finalization Distribution Posting Affirmation User enters timeslip. Not a sworn statement.

  • AGM Basic Concepts

    Basic Concepts in Advanced Grants Management Funding Codes (Grants) Grants are also called Funding Codes. Each Grant may have restrictions that prevent it from being assigned to cases (or specific

  • AGM Contract Terms

    For every Grant, there can be one or more contract terms. Contract Terms are also known as Grant Periods. They represent a Grant funding source for a specific time period. For example, the United Way

  • AGM Grant Controls

    The AGM Grant Profile page shows standard grant information, plus additional information used by AGM. General Information Example: Name of Grant (Source) Code Primary Funding Source Funding Agency

  • AGM Payroll Processing

    Payroll Processing Payroll Processing is a set of processes that examine each Service, modify and create Service Sub-Rows, Distribute time/money to specific CTAs, and Post those services (so that

  • AGM Expense Tool

    Purpose: The AGM Expense Tool allows an organization to associate expenses to a timeslip and have those expenses confirmed, verified, and allocated to the grants in the advanced grants management

  • AGM Basic Navigation and Profiles

    AGM Grants Profile General Information, Funding Filters, and Contract Terms Typical Additional AGM Grants Profile Tabs Notes, Documents can be associated with a grant's management. Assignments -

  • Pay Periods

    Pay Periods are a feature of AGM and EVT where we identify the payroll cycle and set up specific pay periods that divide up time entries. When setting up AGM or EVT, we'll need to know the frequency

  • User Roles Permissions List

    The permissions list for each role primarily controls legacy links on various pages and links on the Admin page. A typical user may need no permissions checked other than Login. The Admin page has

  • Error - Attempt to read property "start_time" on null

    For sites using EVT or AGM, you will get this error if a row in the FTE % block has a Range Start Date that does not match a pay period start date.

  • 2023-07-05 Release Notes

    News πŸ‘‹ Welcome your friends, family, and colleagues at the following organizations as they begin their Onboarding Journey of Discovery: County of Santa Barbara County Counsel Livingston County

  • No Confirm Time Links

    Confirm Time links (for sites with EVT or AGM) appear in the sidebar on the main Timekeeping page after you have met your requisite hours for a pay period. Site administrators may have enabled an

  • Mileage Block

    This block displays several fields on a timeslip to record mileage and tolls. Mileage, Mileage Rate (default), Toll Description, Total Toll(s) Paid, and Total Value of Mileage/Toll(s). Required:

  • 2025-05-14 Release Notes

    News Excitement all around as these sites prepare to go live on Monday: Housing Opportunities Made Equal of Virginia Travis County Workforce Development (Reentry Resources) Changes πŸ”„ Effective

  • User Does Not Appear on Verify Time Page

    For a user to appear on verify time pages (for EVT and AGM): "Exclude User From Pay Period Process" must be "No" or blank. They must have an FTE Percentage entry covering the pay period in question

  • 2023-05-24 Release Notes

    News A skeleton crew will be watching for emergencies on Monday (US Memorial Day), but most staff have the day off. Many to tend to their imus. Changes πŸ”„ Effective on 2023-05-25 for demo sites, then

  • 2025-06-25 Release Notes

    News Everyone is excited as Brazos County Public Defender's Office and St. John's Community Health Legal Services Program prepare to go live next week. "Early bird registration is now open for the

  • 2025-10-15 Release Notes

    News Top-tier LegalServer staff will coalesce in San Diego, California for the Fall Summit on Oct 20 and 21. Changes πŸ‘‰ πŸ‘‰ Effective 2025-10-16 for demo sites, then 2025-10-24 for live sites. πŸ‘ˆ πŸ‘ˆ

  • Forecasting

    Purpose: The forecasting tools are a collection of blocks that provide rich visualizations of data to help agencies analyze their current and expected effort on cases and projects in a variety of

  • 2022-12-28 Release Notes

    LegalServer staff can opt to not work this Friday (2022-12-30) and Monday (2023-01-02). We expect most will opt-in, except for the two who are "on call" and will be ready to respond to any major

  • 2024-02-14 Release Notes

    News πŸš€ All involved are excited as The Fair Housing Center prepares to go live next week. πŸš€ Changes πŸ”„ Effective 2024-02-15 for demo sites, then 2024-02-23 for live sites. πŸ”„ API Mavens should

  • 2021-05-12 Release Notes

    News Changes and Updates Unless otherwise noted, you will see these changes on demo sites on 2021-05-13, then on live sites on 2021-05-21. LS-65282: You've longed to set "user" type fields in Guided

  • 2021-06-23 Release Notes

    News Each of the following organizations has expressed their excitement about starting the onboarding process: Cowlitz County Office of Public Defense Harris County Public Defender's Office Office of

  • Payroll Leave Balance

    Purpose: This module allows agencies to track leave time within the timekeeping module. Cost: One-time fee of $2,100 to enable. Requirements: User forms and processes must be dynamic. If your site's

  • 2021-08-04 Release Notes

    News πŸŽ† Brooklyn Legal Services Corporation A (a/k/a Brooklyn A or BKA) is excited to be going live next week. We're excited to help them advance social and economic justice and community

  • 2023-03-15 Release Notes

    News Everyone involved is giddy with anticipation as New Jersey Consortium for Immigrant Children prepares to go live. Changes and Updates Γ°ΕΈβ€β€ž Effective for demo sites on 2023-03-16, then on live

  • 2021-01-20 Release Notes

    News Changes and Updates Unless otherwise noted, you will see these changes on demo sites on 2021-01-21, then on live sites on 2021-01-29. LS-68543: Make the Process Language block display each

  • Try Before You Buy

    Try before you buy (at full price). Modules with a Setup Charge of $1,000 or Less Modules with a Setup Charge over $1,000 Modules with no Setup Charge Modules with a Setup Charge of $1,000 or Less

  • 2026-05-13 Release Notes

    Everyone involved is excited about these nice folks going live next week: Disability Rights Louisiana Second Chance Federation Changes πŸ‘‰ πŸ‘‰ Effective 2026-05-14 for demo sites, then 2026-05-22 for

  • 2023-09-20 Release Notes

    News All involved are excited as The Carl Maxey Center (Sandy Williams Justice Center) prepares to go live. Changes πŸ”„ Effective on 2023-09-21 for demo sites, then 2023-09-29 for live sites. πŸ”„ API

  • 2025-11-19 Release Notes

    News πŸŽ‰ Everyone involved is excited about New Hampshire Judicial Council going live next week. πŸŽ‰ Changes πŸ‘‰ πŸ‘‰ Effective 2025-11-20 for demo sites, then 2025-11-28 for live sites. πŸ‘ˆ πŸ‘ˆ πŸͺ„ API

  • 2023-10-04 Release Notes

    News Welcome the City of Southfield as they begin their onboarding journey of wonder. Changes πŸ”„ Effective on 2023-10-05 for demo sites, then 2023-10-13 for live sites. πŸ”„ API Mavens should check the

  • 2023-01-04 Release Notes

    News A new year and a new cohort. Call any friends or colleagues you have at these organizations and welcome them as they begin their onboarding journey of discovery and wonder: Austin Bar Foundation

  • 2024-12-04 Release Notes

    News Welcome the nice folks at A New Way of Life as they begin their onboarding journey of wonder and discovery. Changes πŸ”„ Effective 2024-12-05 for demo sites, then 2024-12-13 for live sites. πŸ”„ πŸͺ„

  • 2023-04-05 Release Notes

    News No news to report this week. Changes πŸ”„ Effective on 2023-04-06 for demo sites, then 2023-04-14 for live sites. πŸ”„ API Mavens should visit the always informative API Changelog. LS-99618: The

  • 2023-04-19 Release Notes

    News πŸš€ Expectations are high as Austin Bar Foundation Veterans Legal Assistance Program prepares to go live. Changes πŸ”„ Effective on 2023-04-20 for demo sites, then 2023-04-28 for live sites. πŸ”„ API

  • Smart Time

    Smart Time is a new feature designed to help you efficiently track and manage your time entries within Legal Server. It acts as an intelligent assistant, suggesting potential time entries by

  • 2023-03-22 Release Notes

    News Excitement level is high as Law Foundation of Silicon Valley prepares to go live. Changes and Updates πŸ”„ Effective for demo sites on 2023-03-23, then on live sites on 2023-03-31. πŸ”„ API Mavens

  • 2021-09-22 Release Notes

    News Excited to go live next week are: πŸ“£ Indiana Coalition Against Domestic Violence πŸ“£ Inland Counties Legal Services πŸ“£ Tubman Changes and Updates πŸ•š Effective for demo sites on 2021-09-23, then

  • 2025-01-08 Release Notes

    News Welcome these nice folks as they begin their onboarding journeys of wonder and discovery: Brazos County Public Defender's Office Citizens Concerned for Children DNA People's Legal Services La

  • 2026-06-17 Release Notes

    News LegalServer staff are off on Friday 2026-06-19 in recognition of Juneteenth National Independence Day. Changes πŸ‘‰ πŸ‘‰ Effective 2026-06-18 for demo sites, then 2026-06-26 for live sites. πŸ‘ˆ πŸ‘ˆ πŸͺ„

  • 2024-03-13 Release Notes

    News No news to report this week. Changes πŸ”„ Effective 2024-03-14 for demo sites, then 2024-03-22 for live sites. πŸ”„ API Mavens should check the always interesting and informative API Changelog. You

  • 2024-12-23 Release Notes

    News No one wants to go live this time of year, so it's time for the end of year chart. Many sites means many advocates getting many people the help they need. Changes πŸ”„ Effective 2024-12-26 for

  • 2023-02-22 Release Notes

    News Excitement is high as these organizations go live with LegalServer: 🏁 Children’s Law Center of California 🏁 Imperial County Public Defender 🏁 National Immigration Project of the National

  • 2025-12-31 Release Notes

    News Welcome the following nice folks as they begin their onboarding journeys of wonder and discovery: Community Legal Services in East Palo Alto Legal Aid Society of Rockland County Pangea Legal

  • Projects

    Purpose: The Project module can help with tracking, coordinating, and recording time for agency-based projects. It allows projects to be created and associated with cases, outreaches, users and

  • 2026-05-06 Release Notes

    Everyone involved is excited as these nice folks prepare to go live next week: Cornell Law School Tenants Advocacy Program Plumas County Changes πŸ‘‰ πŸ‘‰ Effective 2026-05-07 for demo sites, then

  • 2026-06-24 Release Notes

    News No news can be good news. Changes πŸ‘‰ πŸ‘‰ Effective 2026-06-25 for demo sites, then 2026-07-03 for live sites. πŸ‘ˆ πŸ‘ˆ πŸͺ„ API mavens should review the always-informative, interesting, and