Help - Guide for General Users - Matter Processes

Background

Each matter may have one or more processes applied to them.  A process generally comprises the tasks that make up a Client invoice.  In many cases, a simple matter might only ever have one process applied to it.  For some complex matters, there may be several processes added over the course of years.

Processes Screen

Below is a sample Processes screen.  Unlike the Matter Summary screen, this screen does not include key tasks or notes. It does contain links to edit or delete entire processes.  To edit the properties of a process, click on the edit icon () to the right of the process.  To delete one or more processes, check the checkbox to the right of the process, and click on the delete key.  Before deleting a process, you will be asked to confirm your selection.

[FrontPage Save Results Component] Processes Process Opened Closed Team Person   A New Hope 07/01/77 04/23/78 Rebels pleah Strike Back 05/15/80 Empire dvader Return 08/21/83 Jedi lskywalker Menace 05/20/99 Jedi not assigned Processes: 4

Note:  deleting a process will cause the deletion of every task and note related to that process.  Normally, process deletion is a management or administrative level function only.

Process that are closed will appear with a red background.  Processes that are on hold will appear with a tan background.

Process Properties

If you click on the edit icon to the right of a process, you will be able to edit process properties, including:

• Label: this is the name of the process as it appears in the matter.
• Client:  identifies the client footing the bill for work done on this process.  The process client is normally the same as the matter client, but can be different if the business need arises.
• Vendor:  identifies the vendor being paid for the work done on this process.  The vendor may be your company, or another organization if you outsource the work.
• Person:  the person responsible for managing the process.  Changing the person assigned to a process from hsolo to lskywalker would also reassign all of hsolo's tasks in this process to lskywalker.
• Team:  the team responsible for managing the process.  Changing the team assigned to a process from Rebels to Jedi would also reassign all of the Rebel team's tasks in this process to the Jedi team.
• Opened Date:  the date the process was opened.  This is normally time stamped by Aspen Workflow, but can be overridden by the user.
• On Hold Date:  the date the process is placed on hold.  A process on hold will not appear in management screens or reports unless you specifically request that they be included.  The same is true for all tasks inside a process that has been placed on hold.
• Resume Date:  the date the process is expected to resume.  To actually resume a process, a user must manually remove the On Hold Date from the process.  Entering a resume date is for reporting purposes only.
• Closed Date:  the date the process was closed.  A closed process will not appear in management screens or reports unless you specifically request that they be included.

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