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Overview
Matters are the central element of Actionstep. They hold the information about a case, job, or process.
Matters can be thought of as a complete history and data repository for a specific process. They can be used for legal cases of any type, employee management, password organization. They are completely customizable to any process.
This article outlines how to create a matter from the built-in matter types available in new systems.
Creating a Matter
To create a matter, first select the Global Create Button pictured below:
Then, select Matter.
| Note: Depending upon your region and configuration, available Global Create items will vary. |
This launches the Create Matter screen. Here, you can select the type of matter to create. For this example, we will select the Litigation matter type.
Once the matter type is chosen, you will be able to enter information for the mater.
Matter Properties
The Matter Properties section contains general information.
| Matter Name | A name to identify the matter. Any convention can be used. Last Name, First Name is quite common. |
| File Reference | This is a unique reference for the matter. Typically, this field is used to denote the previous case number from another system or some external identifier. |
| Priority | The priority field is typically used when the matter is listed to identify importance. |
| Assigned to | The user to whom the matter is assigned. Usually the person responsible for the matter. |
| Status | Dictates whether the matter is Active, Closed, or Inactive. |
| Date | A date for when work on the the matter began. Defaults to today. |
Parties
| Role | The role of the selected party. These can be any relevant role for a specific matter type. They often include Client and Lawyer for legal matters. |
| Party | The person in that role. In the image above, Client and Lawyer are mandatory, while the other parties are optional. |
| Quick Add |
A field to select a contact for the person filling the role. It provides a searchable list of contacts in your system. If a contact for the role does not exist, it can be created by selecting Create Contact in the dropdown.
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Matter Data
The Matter Data section allows the collection of information for custom data fields.
File Note
A file note can be captured to communicate and store information about the matter which can be accessed by other users to track progress and updates. A tag can be chosen to denote the nature of the file note.
Create Matter
Once all fields are complete, select Create Matter.
Accessing Your New Matter
Your new matter can be accessed in several ways. For this example, we will use the quicksearch box.
Enter the name of your matter in the field and click on the result.