In this guide:

• How to Recall
• How to Stop an Order
• How to Cancel

Overview

Engagement Orders and associated Deliverable Orders move through various stages from the time they are created. Likewise, Payment Claims and subsequent Invoices move through stages. 

At various points in the workflow, control of the Order/Claim/Invoice moves back and forward between the Client and the Provider. At each of the various stages, specific LPG roles will have control of the Order/Claim/Invoice.

The Recall functionality allows the User to move the Order/Claim/Invoice back one stage at a time.

The Cancel functionality allows the client to cancel an Order that has not been accepted by the Provider; or the Provider to cancel an order or an invoice.

The Stop functionality allows the Client to send a Notice of Cancellation to the Provider.  The Provider can either agree to the Stop request which causes the order to be cancelled, or they can submit a claim for payment in response to the request if they had already commenced work against the Order.

Procedure

Recall

Example 1: Recall an Unaccepted Order (Client Side)

1. Find and open the Matter containing the Engagement and/or Deliverable that you need to recall.
The Matter screen appears.

2. Click the Orders
The list of Orders associated with the Matter is displayed.
N1 - Because the Orders are awaiting action from the Provider there are no Action buttons and the Order is identified as “View Only”.

3. Click the Order number.

The View Order screen appears.

4. Scroll to the bottom of the View Order screen and click the Recall

The Order is moved to the previous stage. In the example shown above, the Order has moved from the Accept Order stage (awaiting action by the Provider to accept or reject) back to the Transmit Order stage (awaiting action by the Client to send the Order to the Provider).

Example 2: Recall an Approved Extension of Time Request (Client Side)

Recalling an Extension of Time request that has already been Approved requires a recall action by the Client which can only occur if the Provider has not yet viewed the Customer’s response to the Extension of Time request.

1. Click on the Worklist -> Viewable menu option.

2. From the My Worklist – Summary screen, select the Customer Response to Extension of Time Request (View Only) option.

3. The My Worklist - Customer Response to Extension of Time Request (View Only) screen opens listing all Extension of Times Requests that had been responded to but the responses had not yet been viewed by the Providers.

4. Action the Order from the Worklist.
This opens the View Order screen.

5. Scroll down to the bottom of the screen and click on the Recall button to return the Order to a Request for Extension of Time status (from which the Provider can recall it).

The Confirm Recall Order screen appears.

6. Review the details of the recall

7. Scroll down and click Confirm Recall

Stop Orders

Once an Order has been accepted by the Provider, it cannot be directly cancelled by the Client.  A Stop notification can be issued to the Provider which is a request for cancellation. 

1. This is done from the View screen of the order which can be opened by:

a. clicking on the Order ID from the Matter screen
b. retrieving the order from the My Work search
c. picking up the order from the viewable worklist Work in Progress – Orders Open (View Only)


2. Scroll to the bottom of the View Order screen, and click on the Stop Order button

3. A confirmation screen is displayed at the bottom of the screen allowing the user to confirm the Stop request and to provide a reason.

4. The Provider will receive notification of the Stop request and will have the ability to confirm cancellation or request payment by submitting a Claim.

Cancel Orders

Orders that have not yet been accepted by the Provider can be cancelled by the Client from any action screen.