The visual of the planning is very user-friendly and easy to understand.
The schedule is composed of activities, each of which has its own configuration in the schedule. We can therefore say that each activity represents a "section" of the schedule when it is configured. Subsequently, when using the planning in a matter, the activities represent each of the steps to be followed.
1 - The planning title
The title of the planning is its identification for use. This information is also found in the header of the activities linked to the planning in the form of a clickable link when the user consults them in order to have quick access.
Activity viewer panel
Visualising activity
2 - The person responsible for planning
This involves defining the employee in charge of the schedule.
In a planning template, it can be configured according to its role.
Matter responsible
Assistant matter responsible
ERD colleague with the title Assistant
Client responsible
Assistant client responsible
ERC colleague with the title Assistant
Current employee
In a one-time planning, the person is selected directly from the list of employees.
Thus, in the dedicated 360 windows and reports, the responsible person will be filterable / displayable.
3 - Signed planning
When the box is checked, the planning header becomes non-editable for all users (except for the employee responsible for the planning).
The aim is to protect the Title, the reference date (once the planning has been used and saved in a matter), the Person responsible and the selected Calendar.
4 - Open days calendar
The behaviour of the planning changes according to the selected open days calendar.
Public holidays in Quebec
Saturday and Sunday are days identified as requiring approval for use
Quebec holidays are days identified as to be approved for use
Non-legal days
Saturday and Sunday are days identified as requiring approval for use
Quebec holidays are days identified as to be approved for use
Good Friday, Boxing Day and New Year's Day are days identified as requiring approval for use
Civic Days
There are no exceptions - every day is considered usable without permission
5 - Activity section
It is possible to create as many activities as needed without any limitation in the planning.
The function to add an activity is located under the last created activity.
Two choices are available (when the user edits a one-off planning template):
A - Create a new activity manually
B - Integrate activities from an existing planning into current planning.
When creating a planning template only option A is possible
6 - Recipients
Selection of the applicable default for the planning template in the choices.
Current user
When using the planning on the matter, the user's name is automatically assigned to the activity
Intervenor
A 2nd field allows the selection of the target role to define the recipient of the activity
Client
Accused
Defendant
Employee responsible for the matter
Employee responsible for the client
Etc.
Specific actor
A 2nd field allows the selection of the targeted role to define the recipient of the activity in the list of people in the database (Magnifying glass)
Matter responsible colleague
A 2nd field allows the selection of the targeted role of the colleague to define the recipient of the activity
Assistant
Paralegal
Accountant
Etc.
Client responsible colleague
A 2nd field allows the selection of the targeted role of the colleague to define the recipient of the activity
Assistant
Paralegal
Accountant
Etc.
7 - Linked activities
A linked activity is not an actual step in the timeline, but rather a reminder preceding an upcoming step.
For example, the timeline provides for a meeting with the client to discuss the case in 7 days. In order to be well prepared and to make sure to have all the relevant documents on hand for the meeting, the user can add a related activity to the planning 2 days before the meeting to verify and validate.
There is no limit to the number of activities linked to an activity.
Note
In this example, since the reminder is 2 days BEFORE the activity, the delay has been entered in negative in order to precede it (-2). If the delay value is positive, the reminder will be presented 2 days AFTER the activity date.