Hours tracking — the requester self-entry toggle and the hours categories (fee-rate and scope) used for time logging
Last updated: July 12, 2026 by Steve
Hours Tracking
Hours tracking configures how time is logged across AccessPoint: a tenant-wide self-entry toggle that lets requesters (custodians and contributors) record their own time, plus the list of hours categories each entry is filed under. A category's fee-rate mapping decides whether its time feeds fee calculations, and its scope limits which record types it appears on.
(screenshot placeholder — capture: the Hours tracking settings screen showing the self-entry toggle and the hours categories list with Fee-rate and Applies-to columns)
Where to find it
Open the Settings hub and choose Hours tracking.
The self-entry toggle
Enable requester self-entry of time controls who can log hours:
- On — custodians and contributors can log and review their own hours on their assignments and tasks.
- Off — only coordinators record time.
Hours categories
| Field | What it controls |
|---|---|
| Name | The category label (translatable) shown in the Log Hours dialog |
| Fee-rate type | How the time maps to the fee engine — None, Search rate, or Review rate |
| Scope (applies to) | Which record types the category appears on — Requests, Assignments, Tasks, Assessments, Incidents (blank = all) |
| Display order | Order in the category picker |
| Active | Only active categories appear when logging time |
How it affects end-user behavior
Time is logged through the Hours card on request, assignment, task, assessment, and incident detail panels. The Log dialog files each entry under a category and compares estimated vs. actual effort. Categories mapped to a Search or Review fee rate feed fee calculations and count as fee-eligible time; None categories are effort-only. Entries roll up into management reporting and the TimeEntries report subject. See assignment details and task details for where hours are entered.
Tips
- Map only genuinely chargeable work to the Search or Review rate; leave internal effort at None.
- Scope each category to the record types where it belongs so pickers stay short.
- Turn self-entry off if only coordinators should record time on behalf of others.