Event Management is the engine room that generates all your automatic notifications and reminders
associated with a particular Case. When you set up a Case you will typically set up a schedule of events
that need to take place to bring the Case to a conclusion.
We’ll base this introduction to a typical example of Case Events namely:
· Discovery End Date
· Settlement Conference
Lets first inspect the Arbitration Event.
The User has specified that the Arbitration Date will be on 4/23/2015 which is the Event Date for this Event.
The time of the event is 9:00am this is for correct placement in the Firm Calendar.
The Location of the Event has been selected from the catalogue of stored Locations.
The Status is INCOMPLETE as you will see this EVENT is due to fire 30 days before the Event Date namely on 3/24/2015.
Let’s now trace how this Event has been specified.
First navigate to: Adminstration – Event Management
Click on Court Hearing / Arbitration
This Event Name is Arbitration in the Event Category of Court Hearing.
This is a simple Event with no Event Default Date or Even Date Adjustment that isn’t restricted to a
specific Module or Matter. It is classified as a Priority Event and so will feature in the Progress Bar that
features on the top of every Case that has events specified.
The Event will be generated for any new Case added to the system.
The Event should be displayed on the Firm’s Calendar on the date that the Event will be triggered.
This is not to be displayed on the User’s Personal Calendar.
The Conditions that have been set for the Event are shown by clicking the Conditions TAB
The Condition specified Date and Period Test is stored separately – by click this text the condition will be displayed:
This specifies that 30 days before the Event Date this Event will be activated.
When the Event is triggered we need to define what actions should happen. Click on Actions.
This show that the letter with the description To Client – Notice of Event will need to be generated for the Client.
To Add another Action click “Add Action”:
You’ve already seen that you generate a letter – You can also send a notification to Users or Close
the Case. You can add more than one Generate Letter Action if more than one letter needs to be generated.
If you wish to Notify Users you will see the following Dialog
Here you specify who should be notified – The Lead Attorney for that Case or any other User who is “Watching” that Case.
As a start this will be sufficient – you make some quite complex Events which depend upon other Events
being completed, but that will be for later.
The Arbitration event can be seen in the EVENTS for the Case and in the Progress Bar