How To: Add Deliverable Orders to an Engagement

When a Matter is created within LPG, a single Provider is initially engaged. Typically, an Engagement Order and one or more Deliverable Orders are allocated to this Provider during the Matter creation process.

The following procedure describes how to add additional Deliverable Orders to an existing Engagement.

1. Find and Action the Matter for which you wish to engage an additional Provider.
   • The Matter screen appears with the Engagement tab selected for the current Provider.

2. Scroll to the bottom of the Matter screen and click New Order.

   

   • The New Order pop-up appears.
   • N1 - The top section of the screen is used to add Deliverable Orders to an existing Engagement.

3. Ensure that the correct Engagement has been selected. If there is only one active engagement within the Matter, this will be selected by default.

   • If there is more than one, click the engagement order for which you would like to create a deliverable.

      

4. By default, the radio button under For selected Engagement is selected. Click the magnifying glass to select a Work Type Order Template to define your deliverable.

5. Click Select next to the template you wish to use, then click Create
   • These templates have been set up by an LPG Sys Admin.

Based on the defined template details, the deliverable order will automatically advance through the order creation process to the latest possible stage.  For most deliverable orders, this might mean that the deliverable is ready for transmission. If any information in the template fails LPG validations during creation, the deliverable order will be available at the relevant stage, so the failed information can be corrected.

The Select Work Type Template window closes, and the Assign Order screen appears. The new Deliverable Order has been created, and the missing details can now be added.

6. Edit the missing Order details as required.
   • If you click Save and Continue without filling in the missing details, LPG will highlight the field that is missing.

7. Click Save and Continue

The Categorise Order screen appears

8. On the Categorise Order screen, the Panel Type and Area of Law are automatically populated from the engagement order. If not, follow these steps:
   1. Click the Panel Type drop-down (N2) and select the relevant Panel Type.
   2. Click the Area of Law drop-down (N3) and select the relevant AOL (The list displays Areas of Law that are associated with the selected Panel Type.)

9. Click Save and Continue.

The Allocate Order screen appears.

• The LSP is automatically selected based on the engagement orders provider.

10. Click Save and Continue.

The Itemise Order Screen appears.

11. Item(s) are specified in the template selected for this order; they will appear by default on the itemise screen.
12. To finish itemising the Order, click Save and Continue.

The Transmit Order screen appears.

13. To send the Order to the Provider for acceptance, click Transmit
    • The Accept Order (View Only) screen is displayed, showing successful order transmission.