This article describes how to create a Phase within Insight Legal.
Phases are used to create logical stages in a Case.
- Individual Tasks can be added to each Phase to guide you through the Cases
- Phases can appear all at once, or they can be activated manually or by completing particular tasks
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Phases are vital to the creation of a workflow. Tasks will not appear if they are not assigned to a Phase.
Please note that Tasks will not appear if they are not assigned to a Phase.
Example of Phases
- File Opening
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Gathering Information
Court Proceedings (Litigation, Criminal or Family Law) - Estate Information (Probate)
- Searches, Checks & Enquiries (Conveyancing)
- Exchange & Completion (Conveyancing)
- File Closure
Creating a Phase
- Go to Case Management
- Select Phases
- Select Add
Complete Details
- Enter a Code, Name and Description
- Make selection when Phase is Entered and Activated
- Select if a user is Allowed to make Status change
- Select if Phase is to be hidden
- Enter Phase on Matter Create will enter a phase automatically as soon as a new matter is created.
- Set Active Phase on Matter allows users to update the active phase on a matter to this particular phase as soon as it becomes active. The active phase of a matter will indicate where the case has progressed to.
- Allow User Status Change allows the user to manually change the status of the phase from inactive to active or completed.
- Phase Hidden will hide the phase from Case Enquiry and cannot be seen by end users.
- Add available Phase Statuses from the list by drag and drop, if required
Matter Types
- Select the Matter Type the Phase will appear on from the Filter section.
- Click Save.
The Phase will then appear in the Phases list and be available when creating Tasks.