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If Generate Document is selected in Action Type, the second tab is Generate Document Options, which contains the following fields:
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  1. Please choose the document template: Dropdown allowing the choice of which document template will be used to generate a document when the action is triggered.
  2. Please add comments to the document generation: Any comments that should be included when the document is generated.

If Generate Email is selected in Action Type, the second tab is Generate Email Options, which contains the following fields:
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  1. A warning is provided to caution the user that merge codes in templates will not work in these "Automatic" emails.
  2. Template: Dropdown permitting you to choose which email template will be generated and sent when the action is triggered.
  3. Customize: Checkbox is use to determine if the content of the email template should be edited.
  4. Subject: The "Subject" of the email. If there is a selection in Template, and Customize is not selected, this field cannot be edited.
  5. From: The sender of the email in the From field. Clicking the From button next to this field will bring up a panel allowing you to automatically set yourself, any staff member, any role in the case, or the user at the time the email is generated as the sender of the email.
  6. To: The recipients of the email in the To field. Clicking the To button next to this field will bring up a panel allowing you to automatically add yourself, any staff member, any role in the case, any contact in the SmartAdvocate system, the user at the time the email is generated, the primary plaintiff, or the primary defendant to the list of recipients of the email.
  7. [Body]: The body of the email. If there is a selection in Template and Customize is not selected, this field cannot be edited.

If Generate Note is selected in Action Type, the second tab is Generate Note Options, which contains the following fields:
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  1. Template: Dropdown allowing you to choose the template upon which the note will be based.
  2. Type: Dropdown requiring you to choose the note type.
  3. Enter the note text.

If Case Action is selected in Action Type, the second tab is Case Options, which contains the following fields:
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  1. [Effect]: Dropdown permitting you to choose the effect of the action on the case file. The only option is Change Case Status To.
  2. [Options]: Dropdown permitting you to choose the status to which the case will change. If additional options are added to [Effect], the contents of this dropdown may vary.

If Insert Workplan is selected in Action Type, the second tab is WorkPlan Options, which contains the following field:
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  1. Please select WorkPlan to insert. Dropdown permitting you to choose the WorkPlan whose contents will be automatically inserted, with this item replacing the top-level parent of the WorkPlan, when the action is triggered.

If Send Text Message is selected in Action Type, the second tab is Text Message Options, which contain the following field:
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  1. Select template or leave empty […]: Dropdown allowing you to choose the template upon which the text will be based. If no template is chosen you will be required to insert the context of the text manually.
  2. Enter the content of the text. This field will only be editable if no text template has been chosen.

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The Structure of This Page

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  1. New WorkPlan Assignment button: Used to add a new WorkPlan assignment rule to the SmartAdvocate system. See Adding a WorkPlan Assignment Rule.
  2. WorkPlan Assignment Administration table: Contains the assignment rule details and allows various actions to be performed on them. See WorkPlan Assignment Administration Table.

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The WorkPlan Assignment Administration table contains the following columns:
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  1. [column with checkbox heading]. Checkbox selector.
  2. Rule Name. The name of the assignment rule.
  3. Date Created. The date the rule was initially created. This field is automatically set at creation of the rule and cannot be edited.
  4. Enabled. Checkbox indicating whether the rule is in use or has been (temporarily) deactivated. The box is automatically checked (meaning the rule is enabled) at creation but can be unchecked to deactivate the rule.
  5. Action. Edit and Delete icons.

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The Add/Edit WorkPlan Assignment Rule Panel allows you to fill in the details of a WorkPlan assignment rule. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
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  1. [Name]: The name of the rule.
  2. Assign the selected workplan(s) to the case: Checkbox-select dropdown, which requires you to choose the WorkPlans that the rule will cause to be automatically added to cases.
  3. When case status changes to one of the selected statuses:
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    Checkbox-select dropdown, which requires you to choose one or more statuses. If a case covered by the rule changes to one of the selected statuses, the rule will insert the WorkPlan.
  4. [...] selected types [Checkbox]: Checkbox, which permits you to determine whether the contents of the [...] selected types [Selection] field are included in the rule. If this field is not selected, the [...] selected types [Selection] field will be ignored when saving the rule.
  5. [...] selected types [Selection]: Checkbox-select dropdown, which permits you to choose one or more case types. If a case does not belong to one of the selected case types, it is not covered by the rule. If this field is empty or ignored, cases are not excluded from the rule based on case type.
  6. [...] selected types [Checkbox]: Checkbox, which permits you to determine whether the contents of the [...] selected types [Selection] field are included in the rule. If this field is not selected, the [...] selected types [Selection] field will be ignored when saving the rule.
  7. [...] selected types [Selection]: Checkbox-select dropdown, which permits you to choose one or more case sub-types. If a case does not belong to one of the selected case sub-types, it is not covered by the rule. If this field is empty or ignored, cases are not excluded from the rule based on case sub-type.
  8. [...] selected states [Checkbox]: Checkbox, which permits you to determine whether the contents of the [...] selected states [Selection] field are included in the rule. If this field is not selected, the [...] selected states [Selection] field will be ignored when saving the rule.
  9. [...] selected states [Selection].
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    Checkbox-select dropdown, which permits you to choose one or more states. if a case is not in one of the selected states, it is not covered by the rule. If this field is empty or ignored, cases are not excluded from the rule based on state.
  10. [...] selected offices [Checkbox]: Checkbox, which permits you to determine whether the contents of the [...] selected offices [Selection] field are included in the rule. If this field is not selected, the [...] selected offices [Selection] field will be ignored when saving the rule.
  11. [...] selected types [Selection]: Checkbox-select dropdown, which permits you to choose one or more of the firm's offices; if a case is not being handled by one of the selected offices, it is not covered by the rule. If this field is empty or ignored, cases are not excluded from the rule based on office.

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The Structure of This Page

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  1. Add WorkPlan Into Case button: Used to directly add a premade WorkPlan to a case file. See Adding a WorkPlan to a Case.
  2. Current WorkPlans In Cases table: Contains the details of WorkPlans that have been included in cases and allows you to remove them from a case. See Current WorkPlans In Cases Table.

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The Current WorkPlans In Cases table contains the following columns:
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  1. Case#: The case number of the case containing the WorkPlan.
  2. Case Name: The name of the case containing the WorkPlan.
  3. Full Description: The name and description of the WorkPlan.
  4. Notes: The special notes of the WorkPlan.
  5. Completion Date: The date on which the WorkPlan was marked as completed.
  6. Start Date: The date the WorkPlan was inserted into the case file. This information is automatically added at time of insertion of the WorkPlan.
  7. Actions: Delete icon.

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The Add WorkPlan to Case Panel allows you to directly add a WorkPlan to a case. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
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  1. WorkPlan: Dropdown that requires you to choose the WorkPlan to insert into a case.
  2. Case: Dropdown that requires you to choose the case into which to insert the WorkPlan.
  3. Description: The description to apply to the newly inserted WorkPlan.

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