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Click the right-click icon in the untitled column of the row representing the tolling or extension you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu. This will bring up an Add/Edit panel for tollings and extensions, with the existing information filled in.
Fill the fields in with your desired information. See The Add/Edit Tolling/Extension Panel for details about the fields.
Click Save to save the changes and close the panel.
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If the row representing the statute of limitations you wish to add the tolling or extension to is not open (its open/close icon are represented by an arrow, click the open/close icon for the row. This will reveal the Tolling/Extension subtable for that row.
Alternatively, click the right-click icon in the untitled column of the row representing the SOL you wish to add the tolling or extension to, or right-click anywhere in that row. This will bring up a menu of options. Click the Add Tolling/Extension option in the menu. This will bring up an Add/Edit panel for tollings and extensions, blank except for defaults. Skip to step 4.
Click the Add Tolling/Extension button. This will bring up an Add/Edit panel for tollings and extensions, blank except for defaults.
Fill the fields in with your desired information. See The Add/Edit Tolling/Extension Panel for details about the fields.
Click Save to save the tolling or extension and close the panel.
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[field with no prompt (Type)]: Select whether the SOL deadline is being affected by a tolling or an extension.
[field with no prompt (Cause)]: Select what caused the tolling or extension.
Date: The date on which the tolling or extension was ordered, triggered, or agreed upon.
Date Effective: The date on which the tolling or extension took effect.
Ending Date: The date on which the tolling or extension ceased.
New SOL Date: The revised SOL date as a result of the tolling or extension.
Tolling Removed: The date on which all effects of tolling were removed.
Comments: Any comments about the tolling or extension.
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Plaintiff Statutes of Limitation Table
The Plaintiff Statutes of Limitation table is where the details of plaintiff-centric statutes of limitations are stored. "Plaintiff-centric," in this context, means that the action governed by the statute of limitations would be taken by an individual plaintiff, and is not directly connected to a specific defendant. Among other deadlines, the deadline for filing a no-fault claim in an auto accident should be listed in this table, because the claim is made by a particular plaintiff, but is not directed at a defendant. See the SOL Types picklist for defining available SOL types, and see the Case Types administrative page for determining the statutes of limitation that can be added to cases based on the case type, state, and role of the party to which the SOL is connected. Each row of the table represents an individual statute of limitations. See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
Columns in the Table
The Plaintiff Statutes of Limitation table contains the following columns:
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Plaintiff Name: The plaintiff to whom the statute of limitations applies.
SOL Type: The SOL type (including its length).
SOL Date: The deadline of the SOL.
Date Complied: The date of compliance with the SOL.
Comments: Any comments about the statute of limitations.
[column with no title]: The Action icon. The right-click menu contains Edit and Delete.
Editing a Plaintiff SOL
To edit a plaintiff-centric statute of limitations:
Click the right-click icon in the untitled column of the row representing the SOL you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu. This will bring up an Add/Edit panel for plaintiff-centric statutes of limitations, with the existing information filled in.
Fill the fields in with your desired information. See The Add/Edit Plaintiff SOL Panel for details about the fields.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
Deleting a Plaintiff SOL
To delete a plaintiff-centric statute of limitations:
Click the right-click icon in the untitled column of the row representing the SOL you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).
Click the OK button in the message to confirm the deletion.
If you decide you do not wish to delete the SOL, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.
Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.
Adding a Plaintiff SOL
To add a new plaintiff-centric statute of limitations:
Click the Add Plaintiff SOL button. This will bring up an Add/Edit panel for plaintiff-centric statutes of limitations, blank except for defaults.
Fill the fields in with your desired information. See The Add/Edit Plaintiff SOL Panel for details about the fields.
Click Save to save the SOL and close the panel.
If you decide you do not wish to save the SOL, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
The Add/Edit Plaintiff SOL Panel
The Add/Edit Plaintiff SOL Panel allows you to fill in the details of a plaintiff-centric statute of limitations. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
Plaintiff Name: The plaintiff to whom the statute of limitations applies.
SOL Type: The SOL type (including its length).
From Date [any date]: The date from which the SOL begins to be counted.
From Date [relevant dates]: The date from which the SOL begins to be counted.
SOL Date: The deadline of the SOL.
Date Complied: The date of compliance with the SOL.
Comments: Any comments about the statute of limitations.
Tolling/Extension Table [Plaintiff]
The Tolling/Extension table is where the details of SOL tollings or extensions are stored. The Tolling/Extension table is a subtable of the Plaintiff Statutes of Limitation Table, which means that each row of the Plaintiff Statutes of Limitation table has an individual Tolling/Extension table associated with it, which is specific to the SOL in that row; open a row of the Plaintiff Statutes of Limitation table using the open/close icon, represented by a plus or minus sign, to reveal (or hide) the associated Tolling/Extension table. Each row of the table represents an individual tolling or extension. See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
Columns in the Table
The Tolling/Extension table contains the following columns:
Cause: What caused the tolling or extension.
Date: The date on which the tolling or extension was ordered, triggered, or agreed upon by the parties.
Date Effective: The date on which the tolling took effect.
Ending Date: The date on which the tolling ceased.
New SOL Date: The revised SOL date as a result of the tolling or extension.
Tolling Removed: The date on which all effects of tolling were removed.
Comments: Any comments about the tolling or extension.
[column with no title]: Right click Action icon, containing Edit and Delete.
Editing a Tolling or Extension
To edit a tolling or extension:
Click the right-click icon in the untitled column of the row representing the tolling or extension you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu. This will bring up an Add/Edit panel for tollings and extensions, with the existing information filled in.
Fill the fields in with your desired information. See The Add/Edit Tolling/Extension Panel for details about the fields.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
Deleting a Tolling or Extension
To delete a tolling or extension:
Click the right-click icon in the untitled column of the row representing the tolling or extension you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).
Click the OK button in the message to confirm the deletion.
If you decide you do not wish to delete the tolling or extension, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.
Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.
Adding a Tolling or Extension
To add a new tolling or extension:
If the row representing the statute of limitations you wish to add the tolling or extension to is not open (its open/close icon are represented by plus or negative signs), click the open/close icon for the row. This will reveal the Tolling/Extension subtable for that row.
Alternatively, click the right-click icon in the untitled column of the row representing the SOL you wish to add the tolling or extension to, or right-click anywhere in that row. This will bring up a menu of options. Click the Add Tolling/Extension option in the menu. This will bring up an Add/Edit panel for tollings and extensions, blank except for defaults. Skip to step 4.
Click the Add Tolling/Extension button. This will bring up an Add/Edit panel for tollings and extensions, blank except for defaults.
Fill the fields in with your desired information. See The Add/Edit Tolling/Extension Panel for details about the fields.
Click Save to save the tolling or extension and close the panel.
If you decide you do not wish to save the tolling or extension, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
The Add/Edit Tolling/Extension Panel
The Add/Edit Tolling/Extension Panel allows you to fill in the details of a tolling or extension. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
[field with no prompt (Type)]: Select whether the SOL deadline is being affected by a tolling or an extension.
[field with no prompt (Cause)]: Select what caused the tolling or extension.
Date: The date on which the tolling or extension was ordered, triggered, or agreed upon.
Date Effective: The date on which the tolling or extension took effect.
Ending Date: The date on which the tolling or extension ceased.
New SOL Date: The revised SOL date as a result of the tolling or extension.
Tolling Removed: The date on which all effects of tolling were removed.
Comments: Any comments about the tolling or extension.
Critical Deadlines Table
The Critical Deadlines table is where the details of any other deadline of essential importance to the case are stored. Each row of the table represents an individual deadline. See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
Columns in the Table
The Critical Deadlines table contains the following available columns:
Type: The deadline type.
Party: The party or parties to whom the action governed by the deadline is directed.
Responsible Party: The party responsible for meeting the deadline.
Due Date: The date of the deadline.
Date Complied: The date the deadline was met.
Waived: Whether the deadline was waived.
Superseded: Whether the deadline has been superseded.
Comments: Any comments about the deadline.
[column with no title]: The right-click menu contains Edit and Delete.
Editing a Critical Deadline
To edit a critical deadline:
Click the right-click icon in the untitled column of the row representing the deadline you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu. This will bring up an Add/Edit panel for critical deadlines, with the existing information filled in.
Fill the fields in with your desired information. See The Add/Edit Critical Deadline Panel for details about the fields.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
Deleting a Critical Deadline
To delete a critical deadline:
Click the right-click icon in the untitled column of the row representing the deadline you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).
Click the OK button in the message to confirm the deletion.
If you decide you do not wish to delete the deadline, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.
Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.
Adding a Critical Deadline
To add a new critical deadline:
Click the Add Critical Deadline button. This will bring up an Add/Edit panel for critical deadlines, blank except for defaults.
Fill the fields in with your desired information. See The Add/Edit Critical Deadline Panel for details about the fields.
Click Save to save the deadline and close the panel.
If you decide you do not wish to save the deadline, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
The Add/Edit Critical Deadline Panel
The Add/Edit Critical Deadline Panel allows you to fill in the details of a critical deadline. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
[field with no prompt (Category)]: Which category the critical deadline type is in.
Type: The type of the critical deadline.
Responsible Party: The party responsible for meeting the deadline.
[field with no prompt (Relation to Party)]: How the action governed by the deadline relates to the party to whom it is directed.
[field with no prompt (Party)]: The party or parties to whom the action governed by the deadline is directed. The dropdown contains columns for the name of each party and the party's role in the case.
Due Date: The date of the deadline. When the selection in this field changes, the Calculate field is automatically set to the difference in days between the date in Days From and the date in this field.
Calculate: Used to set the Due Date to a certain number of days after some initial date. When the selection in this field changes, the Due Date field is automatically set to the date in Days From plus the number of days in this field.
Days From: Used to set the Due Date to some number of days after a certain initial date. When the selection in this field changes, the Due Date field is automatically set to the date in this field plus the number of days in Calculate.
Date Complied: The date the deadline was met.
Waived: Whether the deadline was waived. If this field is selected, the critical deadline is not considered outstanding, even if it has not been complied with; i.e., it will not appear in the Pending Critical Deadlines area in the case summary. If this field is selected, the critical deadline will appear as Canceled in the Calendar.
Superseded: Whether the deadline has been superseded or not. If this field is selected, the critical deadline is not considered outstanding, even if it has not been complied with; i.e., it will not appear in the Pending Critical Deadlines area in the case summary. If this field is selected, the critical deadline will appear as Adjourned in the Calendar.
Comments: Any comments about the critical deadline.