Procedure

1. On the LPG menu, select Matter > Find Matters

The List Matters screen appears

2. From the List Matters screen,
a) Enter your search criteria

b) Click on the Search All Matters that satisfy you search criteria will be displayed in a list at the bottom of the screen.

c) In the Action column for each Matter, click on:

i) Acquire – to assign the Matter to yourself. Clicking on this button will open the Matter screen.
ii) Release – to “let go” of a Matter that is assigned to so that another member of your Workgroup can acquire it. Clicking on this button will clear your name from the Matter Owner Column.
iii) Action – the Matter is assigned to you. Clicking on this button will open the Matter screen.

iv) Takeover – the Matter is assigned to someone else in your Workgroup. Clicking on this button will assign the matter to you and will open the Matter screen.

The Matter screen for the selected Matter is opened.

3. On the Matter screen, scroll down to the bottom.

a) Click on the Update Matter Details

The Update Matter  screen appears

4. From the Update Matter screen, you are able to:

a) Change Matter details.

e.g. Change Matter Status to 'Cancelled', 'All Orders Complete', 'Closed'

b) Click on the Update button to save any changes you have made.

c) Click on the Cancel button to close the Update Matter screen and return you to the Matter screen without making any changes.

You will be taken back to the Matter screen where you also have the option to change details on the Project Order underlying the Matter.

5. Clicking on the Create / Change Template Order button opens the Modify Project Order

From this screen you can change the default selections that will be used in the creation of new orders.

Tips & Troubleshooting