This article describes how to Create a Phase within Insight
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
- Phases are vital to the creation of a workflow. Tasks will not appear if they are not assigned to a Phase.
Examples of Phases:
- File Opening
- 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 on 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 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.