Create Work Type Order Template

Before you begin 

• Only a User with the Technical Contract Manager or Sys Admin role can create new Work Type Order Templates. 

Procedure 

1. On the LPG menu, select Reference > Work Type Order Template Library.  

The Order Template Library screen appears with a list of existing Order Templates.  

2. Click Create New Template. 

The Create Order Template screen appears. 

3. Give the template a name and description.  

4. To link the template to an Invoiced Entity, tick the box and select the Invoiced Entity from the drop down list.   

5. To link the template to a Work Type, tick the box, and select the Work Type from the drop down list.  If the Work type template is applied in conjunction with other templates, tick the Override checkbox if the work type from this template applies in preference to any other. 

6. If required, click on the Description / Ref tick box and enter free format fields. 

7. Click on the Budget Estimate tick box and enter budget amount (if required).  This will be the default Budget Estimate applied to orders created using this template.  Make sure you enter the numerical amount only - do not enter $ or any other symbols. 

8. Click on "+" to open up Workgroup Settings fields.  

Job Originator Workgroup: Click on the Job Originator Workgroup tick box for the Job Originator Workgroup(s) list to be enabled. Select the appropriate Job Originator from the drop down list. If you select a Job Originator workgroup from drop down list that has a linear (one to one) workgroup link, all other workgroups will auto populated based on the Job Originator linking 

Contract Admin Workgroup: Click on the Contract Administrator Workgroup tick box for the Contract Administrator Workgroup to be able to be selected on the template.  If you selected a Job Originator workgroup that has multiple links, you will be required to manually select the appropriate Contract Administrator workgroup for use on this template.  

Scheduler Workgroup: If you selected a Contract Administrator workgroup that has multiple links, you will be required to manually select the Scheduler for use on this template.  

Verification Group: If you selected a Contract Administrator workgroup that has multiple links, you will be required to manually select the Verifier for use on this template.  

9. Click on "+" to open up Requesting Officer fields.  

Requested By: Nominate the Requested By person by clicking on the magnifying glass and clicking the Select link from Select Person table. This will auto populate the contact's fields. 

Contacts' Title: If you want the persons details to be populated on the order tick the Contact's Title and Contacts Number tick boxes. 

10. Click on "+" to open up Client Address fields.  

Fill out the relevant Client Address as needed.

Zone: the Zone field drop down box is available for subsequent zone selections (if available). An override tick box is adjacent to the Zone drop down - this feature when ticked will override any other zone which may clash with this selected zone.

11. Click on "+" to open up Order Settings fields.  

a) Click on the Service Period Start tick box for the Calendar date fields to be available for input. Input date (or click on calendar to select date). 

b) Click on the Service Period End tick box for the Calendar date fields to be available for input. Input date (or click on calendar to select date) or click on one of the three radio buttons available: 

• •  Fixed (a set period of time within the Matter Start and End Dates) 
  •  Matter End Date (aligns automatically aligns the order Service Period End date with any Matter End Date).  
  •  Dynamic - if selected enter in the Order Duration (days) a drop down is selected either working days or calendar days. The Dynamic date is directly linked to the Service Period Start Date i.e. 3 days from Start Date.  

c) Click on the Order Priority tick box for the Priority List to appear. Select appropriate priority from drop down list and be populated on the order. 

d) Click on the Comments tick box for the Comments field to be made available. Input Comments in free format field. 

e) Click on the Final Payment tick box for the Yes/No List to appear. Select appropriate response from drop down list and be populated on the order. An over-ride tick box is adjacent to the Final Payment drop down - this feature when ticked will over-ride any other template which may clash with this selection. 

12. Click on "+" to open up Order Attributes fields.  

a) Tick the Further information for the provider tick box for the information field to be made available. Input information in free format field.  This information will be  

b) At Panel Type field select appropriate Panel Type from drop down list. An override tick box is adjacent to the Panel Type drop down - this feature when ticked will override any other template which may clash with this selection. 

c) On choosing a panel type, the Area of Law field opens up - select appropriate Area of Law from drop down list.  

d) Click on the Can be used to create a hierarchical order of type drop down list field to determine whether orders created using this template are Engagement or Deliverable orders. Select the appropriate hierarchical type. 

e) Click on the Contracts tick box which displays the Recommended Provider table.   

f) Click on the Select link for appropriate contract. An over-ride tick box is adjacent to the Contract tick box - this feature when ticked will over-ride any other template which may clash with this contract selection. Click on the Magnifying glass to pick a Key Person. 

g) If the key person is selected at the contract and displayed on the template an over-ride tick box is adjacent to the Key Person - this feature when ticked will over-ride any other template which may clash with this key person. 

h) Click on the Save and Itemise button sends you to the Itemise Order Template screen. 

i) Click on the magnifying glass to bring up the Select Item screen.  

j) From the Select Item screen click on the Select link for appropriate item(s) - this fills out the Itemised Order Template table - fill out the Item Qty field(s).   

k). Click on the Save and Back to Template button to get back to your template or click Save button to go to Order Template Library.

At the At the Order Template Library, the new Template appears. 

The new Work Template can be modified by clicking on the Modify Details (N1) link or can be removed from the library by clicking on the Remove (N2) link. 

By clicking on the company or personal link in the Sharing Scope column, it opens the Assign Order Template screen where you can select either personal radio button or company radio button. Click on the Update button.

Tips & Troubleshooting