Related Topics Getting Started Related Topics Getting Started
The Global Assign/Reassign Wizard provides a timesaving method for the global assignment of a player to one or more matters and the global reassignment of matters from one player to new players. These potentially complex tasks are accomplished with a minimum of effort.
The reassign wizard includes the ability to reassign appointments and/or tasks, and pending invoices. Invoices that have timed-out will not be reassigned.
Fields
Global Assign/Reassign – Select to assign a person or entity as a player to one or more matters or reassign one player's matters to a new player.
Global Assign Fields
Step 1 – Select a person/entity to assign.
Name – The name of the person to assign to a matter.
Billing Method – The manner in which the person will bill for the matter.
Billing Rate – The monetary amount billed by the person.
Approver/Reviewer Status – An indication of whether the person will be an approver/reviewer of invoices for the matter.
Approval Amount – The monetary amount that the person can approve in an invoice.
Step 2 – Select the start date, player type, and role for the new player record.
Start Date – The date for which the person will be assigned as a player for the matter.
Player Type – A categorization for the type of work done by the person for this matter.
Role – The title for the person for this matter.
Global Reassign Fields
Step 1 – Select a person/entity to reassign.
Name – The name of the person to assign to a matter.
Step 2 – Select a person/entity to assign.
Name – The name of the person to assign to a matter.
Billing Method – The manner in which the person will bill for the matter.
Billing Rate – The monetary amount billed by the person.
Approver/Reviewer Status – An indication of whether the person will be an approver/reviewer of invoices for the matter.
Approval Amount – The monetary amount that the person can approve in an invoice.
Step 3 – Select the start date, player type, and role for the new player record.
Start Date – The date for which the person will be assigned as a player for the matter.
Player Type – A categorization for the type of work done by the person for this matter.
Role – The title for the person for this matter.
Step 4 – Select global replacement options.
Calendar Options – An indication of whether the new player should be assigned to any non-completed tasks or upcoming appointments.
Invoice Option – An indication of whether the new player should review/approve invoices awaiting approval.
Buttons
Back – Click to access the previous screen of the wizard.
Next – Click to access the next screen of the wizard.
Cancel – Click to close the wizard without saving any changes.
Close – Click to close the wizard without saving any changes.
Finish – Click to close the wizard and save the changes.
Print – Click to send the information to the default printer.