{"id":70453,"date":"2024-11-28T18:08:40","date_gmt":"2024-11-28T18:08:40","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=70453"},"modified":"2024-12-02T12:14:38","modified_gmt":"2024-12-02T12:14:38","slug":"moving-around-osprey","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/moving-around-osprey\/","title":{"rendered":"Moving around Osprey"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">There are a few updated methods to move about Osprey<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\"><strong>Using the left-hand side main menu<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The main menu is Osprey has been decluttered and simplified so you can navigate around the system quicker. You&#8217;ll now find five clear areas within Osprey: Case management, compliance, accounts, reports and supervisor. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The menu can be expanded to show descriptions or collapsed showing top level icons only.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"201\" height=\"223\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/11\/image-11.png\" alt=\"\" class=\"wp-image-70457\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Further options are available at the bottom of the menu, the support option provides links to relevant pages on the Osprey support site.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"411\" height=\"163\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/11\/image-12.png\" alt=\"\" class=\"wp-image-70458\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-12.png 411w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-12-300x119.png 300w\" sizes=\"auto, (max-width: 411px) 100vw, 411px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Clicking My account allow you to change your password and enable or disable Two Factor Authentication<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Clicking About provides information about the version of Osprey and company name <br>Clicking What\u2019s new will play a video of the latest changes<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"331\" height=\"203\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/11\/image-14.png\" alt=\"\" class=\"wp-image-70460\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-14.png 331w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-14-300x184.png 300w\" sizes=\"auto, (max-width: 331px) 100vw, 331px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"h2 wp-block-paragraph\"><strong>Using breadcrumbs<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">An alternative to moving around Osprey is to use the breadcrumb at the top of your loaded page. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The breadcrumbs are a signpost to your current location in Osprey and can be clicked on to move seamlessly to other areas, for your selected client. Jump from your matter history to workflows with ease. <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"486\" height=\"337\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/11\/image-15.png\" alt=\"\" class=\"wp-image-70461\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-15.png 486w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-15-300x208.png 300w\" sizes=\"auto, (max-width: 486px) 100vw, 486px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"h2 wp-block-paragraph\"><strong>Matter selector<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The matter selector is displayed across all pages.&nbsp; <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"360\" height=\"63\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/11\/image-17.png\" alt=\"\" class=\"wp-image-70463\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-17.png 360w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-17-300x53.png 300w\" sizes=\"auto, (max-width: 360px) 100vw, 360px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Users can quickly switch between their 20 most recent matters from this list.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"185\" height=\"245\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/11\/image-18.png\" alt=\"\" class=\"wp-image-70464\" \/><\/figure>\n<\/div>\n\n\n<p class=\"h2 wp-block-paragraph\"><strong>Master actions<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The NEW menu allows users to quickly carry out \u201cnew\u201d or \u201cadd\u201d actions from any screen in Osprey.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can start a conflict-of-interest search and add new clients and matters.&nbsp; You can also click the shortcuts to launch the appropriate page to create new documents, emails, key dates etc. on the currently selected matter.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"309\" height=\"398\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/11\/image-86.png\" alt=\"\" class=\"wp-image-70564\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-86.png 309w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-86-233x300.png 233w\" sizes=\"auto, (max-width: 309px) 100vw, 309px\" \/><\/figure>\n\n\n\n<p class=\"h2 wp-block-paragraph\"><strong>Page headings and matter info<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For pages relating to clients and matters you will see a tooltip which describes the page\u2019s use.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You will also see the client and matter number, matter description and whether the matter is open, completed or archived as well as its risk status.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"492\" height=\"99\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/11\/image-19.png\" alt=\"\" class=\"wp-image-70465\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-19.png 492w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-19-300x60.png 300w\" sizes=\"auto, (max-width: 492px) 100vw, 492px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Clicking the client and matter button opens the right drawer with additional information about the client, matter and any related matters.\u00a0 This element is reused across Osprey showing matter, client and related matters to provide quick access to data.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"598\" height=\"368\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/11\/image-21.png\" alt=\"\" class=\"wp-image-70468\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-21.png 598w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-21-300x185.png 300w\" sizes=\"auto, (max-width: 598px) 100vw, 598px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Hovering over most data will allow the user to copy it to their clipboard.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"301\" height=\"86\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/11\/image-22.png\" alt=\"\" class=\"wp-image-70469\" \/><\/figure>\n<\/div>\n\n\n<p class=\"h2 wp-block-paragraph\"><strong>Searching<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You will find the Search clients and matters bar at the top of Osprey whichever section you happen to in<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"413\" height=\"52\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/11\/image-23.png\" alt=\"\" class=\"wp-image-70470\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-23.png 413w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-23-300x38.png 300w\" sizes=\"auto, (max-width: 413px) 100vw, 413px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">You can search by client-matter number, matter description, name, phone number and email.&nbsp; It is possible to type what you are looking for in full or in part. The search supports the following client-matter format SMI001\/1, SMI001-1 or SMI001_1.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"422\" height=\"190\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/11\/image-24.png\" alt=\"\" class=\"wp-image-70471\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-24.png 422w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-24-300x135.png 300w\" sizes=\"auto, (max-width: 422px) 100vw, 422px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">By choosing Refine your search you can further filter the results found, as well as amending the layout of the columns.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To turn on the filter row, click the column chooser icon, and tick the Show Filter Row box:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"389\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/11\/image-25.png\" alt=\"\" class=\"wp-image-70472\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-25.png 975w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-25-300x120.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-25-768x306.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">When the filter row is turned on, you can search for additional values within each column of your search results:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"364\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/11\/image-26.png\" alt=\"\" class=\"wp-image-70473\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-26.png 975w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-26-300x112.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-26-768x287.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">In the top right of the search results screen, you can clear any grid filters you have added by clicking the Clear Grid Filters icon:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"642\" height=\"98\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/11\/image-27.png\" alt=\"\" class=\"wp-image-70474\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-27.png 642w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-27-300x46.png 300w\" sizes=\"auto, (max-width: 642px) 100vw, 642px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">To change the columns that are displayed in the Global search, click the Configure Grid icon, and tick \/ untick the columns that you want to show\/hide:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"659\" height=\"419\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/11\/image-28.png\" alt=\"\" class=\"wp-image-70475\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-28.png 659w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-28-300x191.png 300w\" sizes=\"auto, (max-width: 659px) 100vw, 659px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">To reorder columns in the display, simply click and drag the column heading you want to move, and drag it to the required position:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"386\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/11\/image-29.png\" alt=\"\" class=\"wp-image-70476\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-29.png 975w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-29-300x119.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-29-768x304.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">You can also resize columns to fit:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"384\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/11\/image-30.png\" alt=\"\" class=\"wp-image-70477\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-30.png 975w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-30-300x118.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-30-768x302.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">To select a matter, simply click one of the columns of data for the relevant matter.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Clicking any client information will take you to the Client Details page<\/li>\n\n\n\n<li>Clicking any matter information will take you to the Matter Details page<\/li>\n\n\n\n<li>If you have enabled the WIP Balance column, clicking this will take you to the Time Recording page.<\/li>\n\n\n\n<li>If you have enabled the Client Balance column, clicking this will take you to the client ledger.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can also export your results to Excel\/CSV using the Export button in the top left-hand corner:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"397\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/11\/image-31.png\" alt=\"\" class=\"wp-image-70478\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-31.png 975w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-31-300x122.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-31-768x313.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Please note that search results will now show an icon if there is a record for the client in COLP \/ COFA.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"356\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/11\/image-32.png\" alt=\"\" class=\"wp-image-70479\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-32.png 975w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-32-300x110.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/11\/image-32-768x280.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>There are a few updated methods to move about Osprey Using the left-hand side main menu The main menu is Osprey has been decluttered and simplified so you can navigate around the system quicker. You&#8217;ll now find five clear areas within Osprey: Case management, compliance, accounts, reports and supervisor. The menu can be expanded to [&hellip;]<\/p>\n","protected":false},"author":15,"featured_media":0,"template":"","categories":[285],"tags":[],"class_list":["post-70453","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-new-era"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Moving around Osprey - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/moving-around-osprey\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Moving around Osprey - Osprey Approach Customer Support &amp; Training | Osprey Academy\" \/>\n<meta property=\"og:description\" content=\"There are a few updated methods to move about Osprey Using the left-hand side main menu The main menu is Osprey has been decluttered and simplified so you can navigate around the system quicker. You&#8217;ll now find five clear areas within Osprey: Case management, compliance, accounts, reports and supervisor. 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