EditPurpose
To view all closed orders.
EditLocations Used
Branch Status Board, Case Maintenance, My Orders & Proofs
EditOverview
You can view a list of closed work orders that currently exist in your LegalSuite database. These work orders have been processed to completion and the work orders are now considered closed.
EditView Closed Orders
To view a list of closed orders, make the menu selection
Orders⇒Work Orders⇒Closed Orders from the navigation bar.
 Closed Orders |
To view details of a specific work order, click on the order number on the Closed 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.
 Closed Order Details |
EditEdit a Closed Work Order
1. Select a work order to edit by clicking on its order number on the Closed 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 a Closed 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 in the Closed Orders page.