EditPurpose
To view all open orders and the status of each order.
EditLocations Used
Branch Status Board, Case Maintenance, My Orders & Proofs
EditOverview
You can view a list of open work orders that currently exist in your LegalSuite database. These work order requests have either just been entered or are currently being processed.
EditView Open Orders
To view a list of open orders, make the menu selection
Orders⇒Work Orders⇒Open Orders from the navigation bar. The Open Orders page will appear.
 Open Orders |
To view details of a specific work order, click on the order number on the Open Orders page. The current status of the order is displayed in green on the top left portion of the screen. The Order Type is shown on the top right portion of the screen.
 Open Order Details |
EditEdit an Existing Work Order
1. Select a work order to edit by clicking on its order number on the Open Orders page.
2. The Work Order Details page will appear.
3. The Order Type for the work order you are viewing can be seen on the right side of the page. Edit the input fields as necessary, for example add, edit, or remove documents for the work order or case. Do this by clicking on the Documents tab. Use the pencil icon to edit and the red "x" icon to delete.
4. There are additional tabs, such as "Status Updates", "Close Order", and "Print", which are explained in the section for Branch Status Board. You can update the status of the work order but it can only be closed through Branch Status Board.
5. Click on the SAVE button to save your changes; click on the CANCEL button to discard your changes.
EditDelete an Existing Work Order
1. Select a work order to edit by clicking on its order number on the Open Orders page.
2. The Work Order Details page will appear.
3. Scroll to the bottom of the page and click on the CANCEL ORDER button.
4. You will be asked to confirm you wish to cancel the order. Click on 'OK'.
5. The work order will be removed from the LegalSuite database; it will no longer be displayed n the Open Orders page.