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This process may be repeated as many times as you would like to add additional actions to the procedure.

Action Details Panel

The Action Details Panel allows you to assign the action or actions that will be performed by the automated procedure. The fields inside this panel include:

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  1. Action Type: A dropdown requiring you to select the action type to be assigned by the procedure.

  2. Action Name: The name of the action, this is automatically filled by the type of action selected in item 1 but can be edited after.

  3. Action Start (Days): The number of days after or before a specific date (as selected in items 6 and 7) when the action should be performed.

  4. Action Start (Hours): The number of hours after or before a specific date (as selected in items 6 and 7) when the action should be performed.

  5. Action Start (Minutes): The number of minutes after or before a specific date (as selected in items 6 and 7) when the action should be performed.

  6. Action Start (Direction): Dropdown requiring a selection of whether to set the action to be performed before or after the triggering date. The default for this field is set to After.

  7. Action Start (Date): Dropdown requiring a selection of when the action should be performed relative to the trigger, the options are Trigger item creation date, Trigger item due date, and Trigger item completion date. The default for this field is set to Trigger item creation date.

  8. Action Repeat (Days): How many days after the action is initially performed by the procedure should the action repeat.

  9. Action Repeat (Hours): How many hours after the action is initially performed by the procedure should the action repeat.

  10. Action Repeat (Minutes): How many minutes after the action is initially performed by the procedure should the action repeat.

  11. Day Type: Dropdown to choose how the days entered in the Action Start or Action Repeat fields should be calculated (using all days, weekdays, federal or state).

Action Type Options

If Add Case Expense (Disbursement) is selected in Action Type, the following fields will appear:

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  1. Amount: A text field allowing you to enter the amount of the expense to be added.

  2. Disbursement Type: A dropdown prompting you to choose from the defined Disbursement types in the system to be assigned to the expense being added.

  3. Check Status: A dropdown prompting you to choose from the defined Check Statuses in the system to be assigned to the expense being added.

  4. Comments: A text field allowing you to enter any comments that will assign to the expense being added.

If Add Case Status is selected in Action Type, the following fields will appear:

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  1. Case Status: A dropdown requiring you to choose the status that will be assigned by the procedure.

  2. Status Comments: A text box allowing you to add any necessary status comments.

If Add Case Tag is selected in Action Type, the following fields will appear:

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  1. Case Tag: A dropdown containing all case tags, requiring you to select the case tag to be added.

 If Add Staff is selected in Action Type, the following fields will appear:

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  1. Staff Name: A dropdown containing all of the firm staff members, requiring you to choose the staff member that will be assigned by the procedure.

  2. Staff Role: A dropdown containing firm roles, requiring you to choose the role that the staff member selected in A will be assigned.

If Generate Deadline is selected in Action Type, the following fields will appear:

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  1. [Deadline Category]: A radio button requiring you to choose whether the deadline will be listed as a General or Discovery deadline. General is selected by default.

  2. Deadline Type: A dropdown requiring you to select the type of deadline that will be assigned by the procedure.

  3. Responsible Party: A dropdown requiring you to select who is responsible for meeting the deadline. The only options in this dropdown are Primary Plaintiff or Primary Defendant.

  4. Due days since creation: The number of days until the deadline is due after it is inserted by the procedure. The days in this field are counted using all days, including weekends and holidays.

  5. Deadline Comments: A textbox allowing you to add any necessary comments to the deadline.

If Generate Document is selected in Action Type, the following fields will appear:

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  1. Document Template: A dropdown requiring you to select the document template to be generated by the procedure.

  2. Document Comments: A textbox allowing you to add any comments that should be included in the properties of the document when it is generated.

  3. Select printer to auto print…: A dropdown allowing you to choose which printer you would like the document to be printed from. The default is set to NO PRINTER [do not print].

If Generate Note is selected in Action Type, the following fields will appear:

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  1. Note Template: A dropdown allowing you to select a note template to be generated by the procedure. If a note template is selected, you can bypass adding the rest of the note properties. This field is not required.

  2. Priority: A dropdown allowing you to choose the note’s priority level.

  3. Note Type: A dropdown allowing you to choose the note type.

  4. Note: A textbox where the body of the note can be entered.

If Generate Task is selected in Action Type, the following fields will appear:

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  1. Task Template: A dropdown allowing you to assign a task template to be added by the procedure. If a template is assigned from this dropdown, the only other required fields in this form will be Task Assignee, Task Requestor, and Due Days…, you may bypass the others. This field is not required.

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  1. Task Type: A dropdown allowing you to choose the task type.

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  1. Task Priority: A dropdown allowing you to assign the task priority.

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  1. Select Assignee: The individual the task will be assigned to. Clicking the Select Assignee button will bring up a panel allowing you to automatically set a case role or specific individual staff member as the assignee.

 

  1. Select Requestor: The individual who will be assigned as the requestor of the task. Clicking the Select Requestor button will bring up a panel allowing you to automatically set a case role or specific individual staff member as the requestor.

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  1. Due Days Since Creation: The number of days after the task’s creation that it will be marked as due. This is counted using all days, including weekends and holidays.

 

  1. Task Subject: The subject of the task.

 

  1. Task Description: The description of the task.

If Insert WorkPlan is selected in Action Type, the following fields will appear:

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If Remove Case Tag is selected in Action Type, the following fields will appear:

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  1. Case Tag: The A dropdown containing all case tags, requiring you to select the case tag to be removed.

If Remove Staff is selected in Action Type, the following fields will appear:

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