Before you begin

Scenario:  The Provider uploads the document(s). The Documents will show as PENDING until the Client has either Approved or Rejected the document.

Procedure

Reviewing Documents for a single Matter

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 your search criteria will be displayed in a list at the bottom of the screen.

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

• Acquire – to assign the Matter to yourself. Clicking on this button will open the Matter screen.
• 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.
• Action – the Matter is assigned to you. Clicking on this button will open the Matter screen.
• 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.

NOTE:  The Takeover button will only be available if you are configured as a supervisor in your workgroup in LPG.

The Matter screen for the selected Matter is opened.

3. Click the Documents tab to view all documents that have been attached to the Matter.

4. The Review Status column in the document list identifies those documents that require review and what the review status is.

Prior to review, the documents have a review status of Pending, which is highlighted in yellow if the target review date is still in the future.  If the target review date has passed, the review status will be highlighted in red.  This action is now OVERDUE.

5. Click View to open a copy of document or Download to download a copy of the document to your computer to review it.

6. To view details about the document and perform management functions, click the arrow icon next to the document. The Document details are displayed. 

7. If the Document requires review and the user has the Document Review role, the Review tab is in focus

a. The date that the review is meant to be completed by is displayed. If the document hasn’t been reviewed by the Due Date, the review status will be highlighted in red.

b. After reviewing the document, the Reviewer can click on the Approve button if the document is of the expected standard.

c. If the document is not satisfactory, the Reviewer should Reject the document but must provide a reason for the rejection in the Comment field.     

8. A note is written to the Order history detailing the result of the document review.

Tips & Troubleshooting