How to add a new rule to an existing Litigation Event Plan.
- Navigate to the
Icon in the top right corner of your account and select Litigation Event Plans.
- Select the dropdown to the Event Plan and select Add Rule.
- Create the items of your New Event Plan Rule:
- Select the Litigation Trigger Event.
- Create a Rule Description.
- Enter the number of days to trigger the event.
- Select Before or After the trigger event
- Select if you are counting Working or Calendar Days. (Working days exclude weekends and the listed upcoming holidays.)
- Choose to include or exclude the trigger date in the calculation.
- Choose the action when a deadline falls on a weekend or holiday.
- Select all Assigned Staff
- (Assigned staff will be listed on the Litigation Tab Event, and on Staff's Calendars.)
- Select Save or Save And Add New Rule.
NOTE: This can only be done by a firm administrator or someone with the permission "User Has Access to Litigation Event Plans."
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