Critical Deadlines Screen

The Critical Deadlines page contains all the information about deadlines that must be met to ensure the continuation of the case, including statutes of limitation. Some of the information on this page is also presented in a simplified, condensed format in the Pending Critical Deadlines area of the Case Summary page, and it also can be viewed in the Case Calendar or Office Calendar, but the Critical Deadlines page contains much more detailed information, and is the only place where the information can be directly edited.
Most of the statutes of limitation that appear on this page are not added manually from the page, but are instead automatically generated when the case is created. However, it is likely that SOLs will be manually edited from this page to record deadlines subsequent to the initial statute of limitations. See the Case Types administrative page for determining the statutes of limitation that are automatically applied to new cases.

The Structure of This Page

Note: The Add Tolling/Extension button and Tolling/Extension table are both associated with an individual row of the Statutes of Limitation table, and only appear if the row is expanded to show sub tables. For that reason, whether these tables appear in your Critical Deadlines page, and where in the Statutes of Limitation table they appear, will depend on which row, if any, of the Statutes of Limitation table is expanded to show sub tables.

  1. Add SOL button. Used to add a new defendant-centric statute of limitations to the case file.

  2. Statutes of Limitation table. Contains the details of statutes of limitations and allows various actions to be performed on them, including edit, delete, add tolling/extension, and view the history.

  3. Add Tolling/Extension button. Used to add a new tolling or extension of a statute of limitations to the case file.

  4. Tolling/Extension table. Contains the details of tollings or extensions of a particular statute of limitations and allows various actions to be performed on them. This is also available for plaintiff-centric deadlines as seen below items 5 and 6.

  5. Add Plaintiff SOL button. Used to add a new plaintiff-centric statute of limitations to the case file. See 

  6. Plaintiff Statutes of Limitation table. Contains the details of plaintiff-centric statutes of limitations and allows various actions to be performed on them.

  7. Add Critical Deadline button. Used to add a new critical deadline to the case file. S

  8. Critical Deadlines table. Contains the details of critical deadlines and allows various actions to be performed on them.

Statutes of Limitation Table

The Statutes of Limitation table is where the details of defendant-centric statutes of limitations are stored. "Defendant-centric," in this context, means that the action governed by the statute of limitations applies to an individual defendant. Most notably, the statute of limitations for filing a summons and complaint should be listed in this table, because the summons and complaint is directed at a particular 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 Statutes of Limitation table contains the following columns available by default:

  1. [column with no title]: An arrow sign in this column indicates that additional information is available for the row in which the arrow sign is located (in this instance, tolling and extension information for the statutes of limitations applicable to that defendant). Clicking on the plus sign opens the Tolling/Extension sub table for that defendant.

  2. Defendant Name: The defendant to whom the action governed by the SOL applies.

  3. SOL: The details of the SOL (the deadline date, the SOL type and length, and the date of compliance).

  4. Summons and Complaint: The details of the summons and complaint (whether it was amended, the filing deadline for a summons and complaint, and the date the summons and complaint were filed).

  5. Service: The details of serving the summons and complaint (the deadline to serve the summons and complaint, the date the summons and complaint were delivered to a process server, and the date the summons and complaint were served).

  6. Answer: The details of the answer (the deadline for the defendant to serve an answer, and the date the answer was received).

  7. Comments: Any comments about the statute of limitations and subsequent deadlines.

  8. [column with no title]: Contain an action icon; right-click menu contains Edit, Add Tolling/Extension, Delete, and View History if none of the row checkboxes are selected; otherwise, right-click menu contains Update Selected, Add Tolling/Extension [inactive], Delete Selected, and View History [inactive].

Additional columns are available for the Statutes of Limitation table, which can be added by clicking on the Layout button and selecting Show/Hide Columns. Columns can also be hidden using the Show/Hide Columns button. See Tables for general information about table structure and usage. The additional available columns are:

  1. Affidavit Filed: The date the affidavit of service was filed.

  2. Affidavit Filing Deadline: The deadline to file the affidavit of service.

  3. Amended: Whether the summons and complaint were amended.

  4. Answer Due: The deadline for the defendant to serve an answer.

  5. Answer Received: The date the answer was received.

  6. BP/Interrogatories Due: The deadline to serve a bill of particulars or an answer to interrogatories.

  7. BP/Interrogatories Exchanged: The date the bill of particulars or answer to interrogatories was exchanged.

  8. BP/Interrogatories Response Received: The date the bill of particulars or answer to interrogatories were received from the defendant.

  9. BP/Interrogatories Served/Received: The date the bill of particulars or answer to interrogatories were served or received on the defendant.

  10. Date Complied: The date of compliance with the SOL.

  11. Documents: Any documents that are attached to the SOL through the Add/Edit SOL panel

  12. Filing affidavit Required: A checkbox indicating whether filing an affidavit of service is required.

  13. From Date Process Server: The date the affidavit of service was received from the process server.

  14. Last Date File S&C: The filing deadline for a summons and complaint.

  15. Last Date To Mail: The deadline to mail the summons and complaint to the defendant.

  16. Last Date to Serve: The deadline to serve the summons and complaint.

  17. Mailed To Defendant: The date the summons and complaint were mailed to the defendant.

  18. Mailing Required: A checkbox indicating whether mailing the summons and complaint to the defendant is required.

  19. Process Server Date: The date the summons and complaint were delivered to a process server.

  20. S&C Filing Date: The date the summons and complaint were filed.

  21. Service Date: The date the summons and complaint were served.

  22. SOL Date: The deadline of the SOL.

  23. SOL Type: The SOL type (including its length).

Editing a Statute of Limitation

You can edit a single statute of limitations, or multiple statutes simultaneously. To edit a single \ SOL:

  1. 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.

  2. Click the Edit option in the menu. This will bring up an Add/Edit panel for statutes of limitations, with the existing information filled in.

  3. Fill the fields in with your desired information. See The Add/Edit SOL Panel for details about the fields.

  4. Click Save to save the changes and close the panel.

  5. 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.

To edit multiple SOLs:

  1. In the column with a checkbox heading, select the checkboxes in the rows representing the SOLs you wish to edit.

  2. Click the action icon in the untitled column of any row, or right-click anywhere in the table. This will bring up a menu of options.

  3. Click the Update Selected option in the menu. This will bring up a condensed Add/Edit panel for statutes of limitations, completely blank.

  4. Fill the fields in as desired. Any fields that are filled in will apply to each of the selected SOLs. Any fields that are left blank will be unchanged in each of the selected SOLs, except the Amended, Mailing Required, and Filing Affidavit Required fields, which if left blank will deselect their respective fields in each of the selected SOLs. See The Add/Edit SOL Panel for details about the fields.

  5. Click Save to save the changes and close the panel.

  6. 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 SOL

You can delete a single statute of limitations, or multiple ones simultaneously. To delete a single SOL:

  1. Click the action 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.

  2. Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).

  3. Click the OK button in the message to confirm the deletion.

  4. 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.

  5. Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.

To delete multiple SOLs:

  • In the column with a checkbox heading, select the checkboxes in the rows representing the SOLs you wish to delete.

  • Click the right-click icon in the untitled column of any row, or right-click anywhere in the table. This will bring up a menu of options.

  • Click the Delete Selected 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 an SOL

To add a new statute of limitations:

  • Click the Add SOL button. This will bring up an Add/Edit panel for statutes of limitations, blank except for defaults.

  • Fill the fields in with your desired information. See The Add/Edit 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.

Viewing the History of a SOL

You can view the history of a statute of limitations. This can be useful if you edit the SOL over time to keep it up to date regarding compliance with the SOL and ensuing deadlines. To do so, click the right-click icon in the untitled column of the row representing the SOL whose history you wish to view, or right-click anywhere in that row. This will bring up a menu of options. Click the View History option in the menu. This will bring up the SOL History panel. This panel displays the SOL History table, where past versions of the SOL are stored. The table has columns for the staff member who made the modification, the date the modification was made, and the SOL, Summons and Complaint, Service, Answer, and Comments columns at the time of the modification. Click the white X at the upper right of the SOL History panel or click anywhere on the Critical Deadlines page other than the panel to close the panel.
Clicking any row of the SOL History table brings up additional details about the SOL at the time of the modification. In addition to the name of the staff member who made the modification and the date the modification was made, the entries in most of the fields in the Add/Edit SOL panel at the time of the modification are listed. Click the Exit button in the lower right of the listing of details to close it (this will not close the SOL History panel).

The Add/Edit SOL Panel

The Add/Edit SOL Panel allows you to fill in the details of a statute of limitations. The panel is slightly different when editing multiple SOLs than when editing a single SOL or adding an SOL; some fields do not appear when editing multiple SOLs. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:

  1. Defendant: The defendant to whom the action governed by the SOL applies.

  2. SOL Type: The SOL type (including its length).

  3. Amended: Checkbox indicating whether the summons and complaint were amended.

  4. From Date [any date]: The date from which the SOL begins to be counted. This will not appear when editing multiple SOLs. When the selection in this field is changed manually or automatically set, and the SOL Type is neither blank nor the neutral option, the SOL Date field is automatically set to the date in this field plus the length of the SOL selected in SOL Type field.

  5. Pick From Date [relevant dates]: The date from which the SOL begins to be counted. This field cannot be left blank. This will not appear when editing multiple SOLs. When the selection in this field changes, the From Date field is automatically set to the date in the selected option (if it changes to Pick From Date, the From Date field does not change, but the SOL Date is automatically set as if it had).

  6. SOL Date: The deadline date of the SOL.

  7. Date Complied: The date of compliance with the SOL. Entering a date in this field is the only way to mark an SOL as having been complied or satisfied.

  8. To Process Server: The date the summons and complaint were delivered to a process server.

  9. Arrow button: Clicking this button automatically moves the Date of Filing S&C (item 12) to the Date Complied field.

  10. Last Date to File S&C: The filing deadline for a summons and complaint.

  11. Critical Deadline? [Filing S&C]: Checkbox indicating whether the deadline to file the summons and complaint should be added as a critical deadline for the case.

  12. Date of Filing S&C: The date the summons and complaint were filed. If the Date Complied field is not blank, clicking the Arroiw button above this field will enter the date in this field in the Date Complied field.

  13. Last Date to Serve S&C: The deadline to serve the summons and complaint. When the date in this field is changed manually or automatically set, the Critical Deadline? [S&C] field is automatically selected. When the date in this field is deleted, the Critical Deadline? [S&C] field is automatically deselected.

  14. Critical Deadline? [Serving S&C]: Checkbox indicating whether the deadline to serve the summons and complaint should be considered a critical deadline for the case.

  15. Date of Service: The date the summons and complaint were served.

  16. Served by: Dropdown allowing you to choose who served the summons and complaint from all contacts in SmartAdvocate.

  17. Method of Service: Dropdown allowing you to select the means by which service was effected.

  18. Mailing Deadline: The deadline to mail the summons and complaint to the defendant.

  19. Mailing Required: Whether mailing the summons and complaint to the defendant is required.

  20. Mailed To Defendant: The date the summons and complaint were mailed to the defendant.

  21. Affidavit filing Deadline: The deadline to file the affidavit of service.

  22. Filing Affidavit Reqd: Checkbox indicating whether filing an affidavit of service is required.

  23. Affidavit Filed: The date the affidavit of service was filed.

  24. From Process Server: The date the affidavit of service was received from the process server.

  25. Answer Due: The deadline for the defendant to serve an answer.

  26. Critical Deadline? [Answer]: Checkbox indicating whether the deadline for the defendant to serve an answer should be considered a critical deadline for the case.

  27. Answer Received: The date the answer was received from the defendant.

  28. Calculate Answer Due Date: Dropdown to automatically calculate the due date of the Answer to the Complaint from either the date of service or the date the Affidavit was filed.

  29. Extend Time: Tool for recording extensions to the Answer Due date.

  30. Show History: Tool for viewing past changes to the Answer Due date.

  31. BP/Interrogatories Due: The deadline to serve a bill of particulars or an answer to interrogatories.

  32. Critical Deadline? [BP/Interrogatories]: Checkbox indicating whether the deadline to serve a bill of particulars or answer to interrogatories should be considered a critical deadline.

  33. BP/Interrogatories Served/: The date the bill of particulars or answer to interrogatories was served.

  34. Exchanged: The date the bill of particulars or answer to interrogatories was exchanged.

  35. Response Received: The date you received a response to your request for a bill of particulars or answers to interrogatories.

  36. Comments: Any comments about the statute of limitations and other deadlines.

  37. Attach: A button allowing you to upload a document to be linked to the SOL entry.

  38. Select: A button allowing you to link a document that has previously been uploaded to the system from the Documents screen to the SOL entry.

  39. Document Table: A table showing all linked documents.

The Extend Time Tool and Panel

The Extend Time Tool is a tool field that allows extensions to due date for the Answer to the Complaint to be filed. To use the tool:

  1. Click the Extend Time text under the Answer Due field while in the Add/Edit SOL Panel (# 29 in the above image). This will bring up the Extend Time panel.

  2. Fill the fields in with your desired information. See below for details about the fields.

  3. Click Save to save the extension and close the panel. The Answer Due field in the Add/Edit SOL panel will automatically be set to the date in the Extend To field in the Extend Time panel.

    • If you decide you do not wish to save the 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 panel contains the following fields

  1. Answer Due: The answer due date prior to the extension.

  2. Extend By: A calculator allowing you to calculate the new due date by a number of days from the original Answer Due date.

  3. Extend To: The new answer due date as a result of the extension.

  4. Waive: Whether the extension is due to waiving the summons.

  5. Stip/Order: The date of the stipulation or order of extension.

  6. Comments: Any comments about the extension.

The Show History Tool and Extended Time Table

The Show History Tool is a tool that allows past extensions to the Answer Due field to be viewed. To use the tool, click the Show History text, which will bring up the Extended Time History panel. This panel displays the Extended Time table, which is where the details of past extensions are stored. To close the panel, either click the Close button or the white X in the upper right corner. The Extended time table contains the following columns:

  1. Answer Due: The answer due date prior to the extension.

  2. Extend To: The new answer due date as a result of the extension.

  3. Waive: Whether the extension is due to waiving the summons.

  4. Stip/Order: The date of the stipulation or order of extension.

  5. Comments: Any comments about the extension.

The Critical Deadlines Fields

The Last Date to Serve S&C, Last Date to File S&C, Answer Due, and BP/Interrogatories Due fields each have a Critical Deadline field associated with them. If a Critical Deadlines field is newly selected when the SOL is saved, a critical deadline will automatically be created. If the critical deadline has already been created, the field will be selected and uneditable; to deselect the field, you must directly delete the associated critical deadline. (Changes made to the defendant SOL will be reflected as applicable in the associated critical deadlines.) The details of the deadline depend on which of the Critical Deadline fields is selected.

  • If Critical Deadlines [Last Date to Serve S&C] is selected, the critical deadline will be of the type Last Date To Serve S&C, with the defendant to whom the SOL applies in the Party column, the Last Date to Serve S&C in the Due Date column, the Date of Service in the Date Complied column, No in the Waived and Superseded columns, and "created from SOL for S&C Due" in the Comments column.

  • If Critical Deadlines [Last Date to File S&C] is selected, the critical deadline will be of the type File Summons and Complaint, with the defendant to whom the SOL applies in the Party column, the Last Date to File S&C in the Due Date column, the filed date in the Date Complied column, No in the Waived and Superseded columns, and "created from SOL for S&C File" in the Comments column.

  • If Critical Deadlines [Answer] is selected, the critical deadline will be of the type Answer Due, with the defendant to whom the SOL applies in the Respondent column, one of the plaintiffs in the Party column, the Answer Due date in the Due Date column, the Answer Received date in the Date Complied column, No in the Waived and Superseded columns, and "created from SOL for Answer Due" in the Comments column.

  • If Critical Deadline? [BP/Interrogatories] is selected, the critical deadline will be of the type BP/Interrogatories Due, with the defendant to whom the SOL applies in the Party column, the BP/Interrogatories Due date in the Due Date column, the BP/Interrogatories Served date in the Date Complied column, No in the Waived and Superseded columns, and "created from SOL for BP/Interrogatories Due" in the Comments column.

Tolling/Extension Table [Statute of Limitations]

The Tolling/Extension table is where the details of SOL tollings or extensions are stored. The Tolling/Extension table is a subtable of the Statutes of Limitation Table, which means that each row of the Defendant 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 Defendant Statutes of Limitation table using the open/close icon, represented by an arrow, 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:

  1. Cause: What caused the tolling or extension.

  2. Date: The date on which the tolling or extension was ordered, triggered, or agreed upon by the parties.

  3. Date Effective: The date on which the tolling took effect.

  4. Ending Date: The date on which the tolling ceased.

  5. New SOL Date: The revised SOL date as a result of the tolling or extension.

  6. Tolling Removed: The date on which all effects of tolling were removed.

  7. Comments: Any comments about the tolling or extension.

  8. [column with no title]: Action icon, containing Edit and Delete.

Editing a Tolling or Extension

To edit a tolling or extension:

  1. 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.

  2. 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.

  3. Fill the fields in with your desired information. See The Add/Edit Tolling/Extension Panel for details about the fields.

  4. 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:

  1. 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.

  2. Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).

  3. 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:

  1. 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.

  2. 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.

  3. Click the Add Tolling/Extension button. This will bring up an Add/Edit panel for tollings and extensions, blank except for defaults.

  4. Fill the fields in with your desired information. See The Add/Edit Tolling/Extension Panel for details about the fields.

  5. 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:

  1. [field with no prompt (Type)]: Select whether the SOL deadline is being affected by a tolling or an extension.

  2. [field with no prompt (Cause)]: Select what caused the tolling or extension.

  3. Date: The date on which the tolling or extension was ordered, triggered, or agreed upon.

  4. Date Effective: The date on which the tolling or extension took effect.

  5. Ending Date: The date on which the tolling or extension ceased.

  6. New SOL Date: The revised SOL date as a result of the tolling or extension.

  7. Tolling Removed: The date on which all effects of tolling were removed.

  8. Comments: Any comments about the tolling or extension.

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:

  1. Plaintiff Name: The plaintiff to whom the statute of limitations applies.

  2. SOL Type: The SOL type (including its length).

  3. SOL Date: The deadline of the SOL.

  4. Date Complied: The date of compliance with the SOL.

  5. Comments: Any comments about the statute of limitations.

  6. [column with no title]: The Action icon. The right-click menu contains Edit, Add Tolling/Extension, Delete, and View History.

Editing a Plaintiff SOL

To edit a plaintiff-centric statute of limitations:

  1. 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.

  2. 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.

  3. Fill the fields in with your desired information. See The Add/Edit Plaintiff SOL Panel for details about the fields.

  4. 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:

  1. 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.

  2. Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).

  3. 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:

  1. Click the Add Plaintiff SOL button. This will bring up an Add/Edit panel for plaintiff-centric statutes of limitations, blank except for defaults.

  2. Fill the fields in with your desired information. See The Add/Edit Plaintiff SOL Panel for details about the fields.

  3. 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:

  1. Plaintiff Name: The plaintiff to whom the statute of limitations applies.

  2. SOL Type: The SOL type (including its length).

  3. From Date [any date]: The date from which the SOL begins to be counted.

  4. Pick From Date [relevant dates]: A dropdown to select the type of date (such as Date of Birth or Date of Death) from which the SOL begins to be counted.

  5. SOL Date: The deadline of the SOL.

  6. Date Complied: The date of compliance with the SOL.

  7. 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 an arrow, 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:

  1. Cause: What caused the tolling or extension.

  2. Date: The date on which the tolling or extension was ordered, triggered, or agreed upon by the parties.

  3. Date Effective: The date on which the tolling took effect.

  4. Ending Date: The date on which the tolling ceased.

  5. New SOL Date: The revised SOL date as a result of the tolling or extension.

  6. Tolling Removed: The date on which all effects of tolling were removed.

  7. Comments: Any comments about the tolling or extension.

  8. [column with no title]: Right click Action icon, containing Edit and Delete.

Editing a Tolling or Extension
To edit a tolling or extension:

  1. 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.

  2. 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.

  3. Fill the fields in with your desired information. See The Add/Edit Tolling/Extension Panel for details about the fields.

  4. 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:

  1. 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.

  2. Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).

  3. 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:

  1. 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.

  2. 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.

  3. Click the Add Tolling/Extension button. This will bring up an Add/Edit panel for tollings and extensions, blank except for defaults.

  4. Fill the fields in with your desired information. See The Add/Edit Tolling/Extension Panel for details about the fields.

  5. 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:

  1. [field with no prompt (Type)]: Select whether the SOL deadline is being affected by a tolling or an extension.

  2. [field with no prompt (Cause)]: Select what caused the tolling or extension.

  3. Date: The date on which the tolling or extension was ordered, triggered, or agreed upon.

  4. Date Effective: The date on which the tolling or extension took effect.

  5. Ending Date: The date on which the tolling or extension ceased.

  6. New SOL Date: The revised SOL date as a result of the tolling or extension.

  7. Tolling Removed: The date on which all effects of tolling were removed.

  8. 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:

  1. Criteria: The page the deadline was generated from, this defaults to General if the deadlines was created from the Critical Deadlines page.

  2. Type: The deadline type.

  3. Party: The party or parties to whom the action governed by the deadline is directed.

  4. Responsible Party: The party responsible for meeting the deadline.

  5. Due Date: The date of the deadline.

  6. Date Complied: The date the deadline was met.

  7. Waived: Whether the deadline was waived.

  8. Superseded: Whether the deadline has been superseded.

  9. Comments: Any comments about the deadline.

  10. [column with no title]: The right-click menu contains Edit, Delete, and View History.

Editing a Critical Deadline

To edit a critical deadline:

  1. 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.

  2. Click the Edit option in the menu. This will bring up an Add/Edit panel for critical deadlines, with the existing information filled in.

  3. Fill the fields in with your desired information. See The Add/Edit Critical Deadline Panel for details about the fields.

  4. 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:

  1. 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.

  2. Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).

  3. 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:

  1. Click the Add Critical Deadline button. This will bring up an Add/Edit panel for critical deadlines, blank except for defaults.

  2. Fill the fields in with your desired information. See The Add/Edit Critical Deadline Panel for details about the fields.

  3. 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:

  1. [field with no prompt (Category)]: Which category the critical deadline type is in.

  2. Type: The type of the critical deadline.

  3. Responsible Party: The party responsible for meeting the deadline.

  4. [field with no prompt (Relation to Party)]: How the action governed by the deadline relates to the party to whom it is directed.

  5. [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.

  6. 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.

  7. 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.

  8. Days From: Used to set the Due Date to some number of days after the date entered in this field. 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.

  9. Date Complied: The date the deadline was met.

  10. 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.

  11. 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.

  12. Comments: Any comments about the critical deadline.

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