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User Permission Groups
Title | URL | Group | Use/Configuration |
|---|---|---|---|
Accounting |
| Tools | Accounting (a future feature to be installed) |
Accounting | /SaRx/Accounting.aspx | Accounting | Accounting (a future feature to be installed) |
Accounting Integration | /SaRx/AccountingIntegration.aspx | Accounting | Accounting Integration with third-party application |
Add Contact | javascript:AddContactMaster(); | Contacts | Add a contact to the database |
Add current page to Favorites | javascript:AddFavorite(); | Favorites | Add the current page to your list of favorites |
Adjourned/Canceled Appointments Report | /SAReports.aspx?reportid=CanceledAdjournedAppointment/CanceledAdjournedCalendarReport | Reports | Reports for Adjourned/Cancelled appointments |
Admin |
| Home | Access to the Administrative Functions (for set up and configuration) |
Adverse Exams | /Medical_Provider_AdverseExam.aspx | Plaintiff | Exams conducted by the opposition (e.g., DMIs) |
Advertisement Campaigns | /Dashboard_AdvertisementCampaigns.aspx | Financial Dashboards | Financial Dashboards to display Financial Information such as Advertisement Campaigns, etc. |
Advertisement Campaigns | /AdvertisementCampaign.aspx | Admin | Set up Advertisement sources and amount spent per period for that source |
Advertisement Campaigns | /SAReports.aspx?reportid=AdvertisementReport/AdvertisementReport | Reports | Reports for Advertisement Campaigns |
All Contacts | /All_contacts.aspx | Other | List all contacts |
All Insurance | /Insurance.aspx | Other | All insurance for all parties |
All Vehicles | /Vehicle.aspx?AllParties=true | Other | Vehicle information for both parties |
Appeals | /Litigation_Appeals.aspx | Litigation | Access to the Appeals page in the Litigation Section |
ARB/Mediations | /ArbitrationMediation.aspx | Other | Arbitration/Mediatio Page |
Attorney File Review Overdue | /DashboardStaffReview.aspx?NoteTypeCriteria=81 | Overdue Dashboards | Dashboard that displays Attorney File Reviews that are overdue |
Attorney Performance | /Attorney_Dashboard.aspx | Performance Dashboards | Dashboard that shows Attorney Performance (cases assigned, etc.) |
Attorney Performance Report | /SAReports.aspx?reportid=AttorneyPerformanceReport/AttorneyPerformanceReport | Staff Management Reports | Reposr that shows Attorney Performance |
Attorneys | /Plaintiff_Attorney.aspx | Plaintiff | Attorney information for Plainitff(s) on the Plaintiffs' page (attorneys for plaintiffs other that our firm) |
Attorneys | /Defendant_Attorney.aspx | Defendant | Attorney information for defendant(s) |
Automated Procedure Management | /AutomationCampaigns.aspx | Admin | Automated Procedures management page. Create, Edit and Assign Automated Procedures |
Bankruptcy | /Bankruptcy.aspx | Other | Bankruptcy Page - shows bankruptcy information for the parties |
Barcode Generation | /CoverGeneration.aspx | General | Allows the creation of a barcode page for document scanning |
Calendar | /CaseCalendar.aspx | General | Access to the Office Calendar |
Calendar Report | /SAReports.aspx?reportid=CalendarReport/CalendarReportAllActivities | Calendar Reports | Reports generated from the calendar |
Calendar Report Advanced | /SAReports.aspx?reportid=CalendarReport/CustomCalendarReport | Calendar Reports | More detailed reports for specific information generated from the calendar |
Calendar Reports |
| Calendar Reports | Acces to Reports generated from the calendar |
Callers Info | /CallersInfo.aspx | Integrations | Information from specific calles generated through integrations |
Callers Report | /excel_report_new.aspx | Legacy Reports |
|
Caption | /Case_Caption.aspx | General | Access to the Case Caption Page |
Case |
| Home |
|
Case |
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|
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Case Browse | /Case_Browse.aspx | Admin | Access to the case browse screen to generate lists based on available filters |
Case Browse | /SAReports.aspx?reportid=CaseBrowse/CaseBrowse | Reports | Reports that can be generated based on filters saved in case browse |
Case Browse Results | /Case_Browse_Results.aspx | Home | Results generated by filters set in case browse |
Case Expenses With Interest Report | /SAReports.aspx?reportid=CaseExpensesWithInterest/CaseExpensesWithInterest | Reports | Report of case expenses (disbursements) with interest applied |
Case Intake Data | /CaseIntakeData.aspx | Integrations | Case information/data captured from Intake generate through Integrations |
Case Menu Configurator | /CaseMenuConfigurator.aspx | Admin | Allow access to change the left menu - Available from the Case's Summary Screen |
Case Minimum Settlement Value Not Set | /SAReports.aspx?reportid=CaseMinSettlementValueNotSetReport/CaseMinValueReport | Reports | Reports generated from the minimum settlement value set per case |
Case Notes | /SAReports.aspx?reportid=CaseNotesReport/CaseNotesReport | Reports | Reports of notes entered in cases |
Case Review | /CaseReview.aspx | Dashboards | Dashboard which displays cases that have been reviewed by attorney and supervisor |
Case Settlement Values | /SAReports.aspx?reportid=Case Settlement Value/CaseSettlementValues | Financial Reports | Report that shows settlement over the specified date range |
Case Statistics | /SAReports.aspx?reportid=CaseStatistics/CaseStatistics | Reports | Reports that shows new intakes, settlements and Advertisement for the time period specified |
Case Statistics | /dashboard_CaseStatistics.aspx | Dashboards | Dashboard that shows new intakes, settlements and Advertisement for the time period specified |
Case Status Change | /SAReports.aspx?reportid=CaseStatusChangeReport/CaseStatusChangeReport | Reports | Shows cases with status changed for the period selected |
Case Time Tracking | /SAReports.aspx?reportid=CaseTimeTrackingReport/CaseTimeTrackingReport | Reports | Report of time entered for cases over the period designated |
Case Type | /CaseType.aspx | Admin | Case Type setup |
Case UDF | /UDFs.aspx | General | User Defined Fileds created on the Case UDF page |
Case UDF | /UDFs.aspx?UDFFor=Case | Other |
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Case Value | /CaseValue.aspx | Other | A combination of data entered on various screens that will show special damages and, certain expenses and certain liens |
Case Values | /SAReports.aspx?reportid=CaseValues/CaseValues | Financial Reports | Report of the Case Values for Special Damages, etc. |
Case Wizard | /Case_Wizard.aspx | Home | Used to create a new matter/case |
Case Wizard | /sarx/CaseWizard.aspx | Home | Acces to enter/create a new matter/case |
Cases |
| Favorites | A list of cases that has bee marked as favorite |
Cases by Case Type | /SAReports.aspx?reportid=CaseByCaseTypeSummary/CasesByCaseTypeSummaryRpt | Reports | Report of list of cases sorted by Case Type |
Cases In Status | /SAReports.aspx?reportid=CasesInStatus/CasesInStatus | Reports | Report of cases in a specific status |
Cases In Status | /Dashboard_Sol_V2_ChaseCall.aspx?Criteria=StatusBased | Dashboards | Dashboard show cases in a specific status |
Cases With Disbursement Exceeding Limit Report | /SAReports.aspx?reportid=CaseDisbursementExceededReport/CaseDisbursementExceededReport | Financial Reports | Report that shows cases where the case costs/Disbursements exceed the limit set b y the firm |
Cases With Long Time In Status | /SAReports.aspx?reportid=LongStatus/LongStatusCases | Staff Management Reports | Report of cases that have been in a specific status longer than the time designated by the firm to be in that status |
Cases With No Recent Activity | /SAReports.aspx?reportid=CasesWithNoActivity/CasesWithNoActivity | Staff Management Reports | Report of cases with no recent activity (notes, documents, appointments, tasks, etc.) |
Cases Without Incident Date | /SAReports.aspx?reportid=CasesWOIncidentDate/Cases Without IncidentDate | Reports | Repost of cases where no incident date has been entered |
Change Password | /Change_Password.aspx | Admin | Access to change user password |
Chart of Accounts | /ChartOfAccounts.aspx | Admin | List of accounts for accounting (future feature) |
Check Requests For Review | /CheckRequestsForReview.aspx | Tools | List of checks that have been marked for review peior to being sent to QuickBooks for check disbursement |
Checks Audit Trail Report | /SAReports.aspx?reportid=ChecksAuditTrailReport/ChecksAuditTrailReport | Financial Reports | Audit trail for checks showing change detail and individual who made the change |
Checks Received Report | /SAReports.aspx?reportid=ChecksReceivedReport/ChecksReceivedReport | Financial Reports | Report of settlement checks received |
Client Birthday Report | /SAReports.aspx?reportid=ClientBirthdayReport/Birthday Report Closed Cases With Settlement Status | Calendar Reports | Report of client birthdays for the month |
Client Contact Overdue | /Dashboard_Sol_V2_ClientContact.aspx | Overdue Dashboards | Dashboard that shows list of cases where the client has not been contacted by the Paralegal within the time designated by the firm |
Client Portal | /CaseClientPortal.aspx | General | Access to the Client Ports to sent token/invitation to clients, etc. |
Client Portal Administration | /ClientPortalAdmin.aspx | Admin | Access to the Client Ports for administration and set up |
Close Reason Statistics | /ClosedCasesStats.aspx | Dashboards | Dashboard that shows list of cases closed and the reson therefore |
Closed Cases Analysis | /DashboardClosedCasesReport.aspx | Financial Dashboards | Analysis of closed cases by staff and the fees generated, etc. |
Closed Cases With No Fee | /SAReports.aspx?reportid=DisbursmentforClosedCasesWithNoSettlment/DisbursementofClosedCasesNoSettlement | Reports | Report of cases that have been closed with no firm/attorney fee generated |
Closed Reason Statistics | /SAReports.aspx?reportid=CloseReasonStatistics/CloseReasonStatistics | Intake Reports | Reports showing cases that have been closed and the reason they were closed with percentages |
Codicil Information | /Surrogate_WillInformation.aspx?CodicilInformation=C | Surrogate |