EditPurpose
To create a New Work Order for
"File" using an existing case in LegalSuite.
EditLocations Used
Branch Status Board, My Orders, Case Maintenance, Order Reprint & Proofs
EditNew Work Order
Make the menu selection from the Navigation Bar:
Orders ⇒ New Work Order. You will see the following screen:
 New Work Order - Values have already been entered. |
An asterisk (*) means a value is required for that field
a. Customer #:* Type in a customer number. If you do not know it, click on the search icon to view the list of customers in the LegalSuite database. Click on a customer number and the Customer # field will update automatically with that number. The case list will also be updated to display all the cases in LegalSuite for this customer.
Note: The customer must already exist in the LegalSuite database; you can verify under Customer Maintenance. If it does not, you must first create the customer in Customer Maintenance before continuing.
c. Job Type:* Select the type of job for this new work order, in this case File (for file only).
d. Service Level:* Select the level of service to indicate the level of urgency that the order must be completed.
e. Case #:* Type in the case number if you know it or select one from the Case List. Click on a case number and the Case # field will update automatically.
f. Notes: Type in any important notes in the text box regarding this work order request.
g. Click on the CONTINUE button - this brings up the Work Order Details screen.
EditWork Order Details - Existing Case
This work order request is for an existing case. You can view customer and case information that you've already entered at the top of the page. The bottom of the page contains tabs of information that you must also fill in for this work order request.
 Work order details |
EditDocuments Tab
Attach any documents here that was received for this work order request.
 Specify documents for the work order request. |
a. Sent Via: Indicate if you received documents online (upload), by fax, or by mail.
b. File: If sent online, type in the file name of the documents on your computer or click on the Browse button to bring up the File Selection window from which you can select a document.
c. Title and # of Pages: Enter a title for the document and the number of pages.
As you type a title, a drop down list will appear from which you can select text to automatically update the Title input field.
d. Click on the Add button.
EditSpecial Details Tab
Enter any special details specific to this work order request.
 Special Details |
a.
Deliver courtesy copy: Check this box if a copy of the files are to be provided to another office. If checked, you are asked to enter the department or division:
 Special Details |
b.
Date Needed: Type in a date that the documents must be filed by or select from the calendar icon.
c.
Special Instructions: Type in any special instructions for the work order.
Completing the New Work Order
Click on the COMPLETE ORDER button on the Work Order Details page.
 The new work order request has been entered successfully. |
The new work order request for
File has been entered successfully. Note the new Order Number at the top of the page.
You can print this work order by selecting a printer from the drop down menu and clicking on the
PRINT button.