Related Topics Getting Started Related Topics Getting Started
The Global Assign/Reassign/Unassign Wizard provides a timesaving method for the global assignment of a player to one or more matters, the global reassignment of matters from one player to new players, and the global unassignment of a person or entity as an active player from one or more matters. 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/Unassign – Select to assign a person or entity as a player to one or more matters, reassign one player’s matters to a new player, or unassign a person or entity as an active player from one or more matters.
Global Assign Fields
Step 1 – Select a person/entity to assign.
Name – The name of the person or company to assign to a matter.
If a person is selected, the following fields are available:
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.
Approval/Review Order – The order in which the person/entity will be assigned an invoice to approve or review.
If a company is selected, the following fields are available:
Chargeback – An indication of whether the company’s chargeback/allocation information will be used automatically for any invoices for the matter to which the company is assigned. If checked, a Chargeback Percent can be specified and up to three accounts. This information will default to the chargeback information for the company if it exists on the Entities Base Info tab.
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 or company to reassign.
If a person is selected, the following fields are available:
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.
Approval/Review Order – The order in which the person/entity will be assigned an invoice to approve or review. If no value is entered in this field, newly created matter player records will be updated with the value from the Approval/Review Order field of the matter player record for the person being unassigned.
If a company is selected, the following fields are available:
Chargeback – An indication of whether the company’s chargeback/allocation information will be used automatically for any invoices for the matter to which the company is assigned. If checked, a Chargeback Percent can be specified and up to three accounts. This information will default to the chargeback information for the company if it exists on the Entities Base Info tab.
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.
Global Unassign Fields
Step 1 – Select a person/entity to unassign.
Name – The name of the person to unassign from a matter.
Step 2 – Select the end date for the player records to unassign.
End Date – The date on which the player becomes inactive.
Step 3 – Select the player type and role for the active player records to unassign for the selected matters.
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.
Unassign the person/entity from all active player records for the selected matters – Click to indicate the player should be removed from the selected matters in any capacity.
The Global Unassign Wizard will not affect any uncompleted calendar events or invoice approvals. If these exist, consider using the Global Reassign Wizard instead.
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.