Wiki

Case Status
Register Log In

Wiki

 
Custom Case Events / Dates

Custom Case Events / Dates

You can track a key date event against a case by using the Custom Case Dates feature of cManager.

When a date event is setup to be tracked, cManager will automatically create a Task for the Fee Earner to remind when date due and also an entry of the Fee Earners calendar. See section 3 below on setting these up.

1. Tracking Key Events / Dates for a Case

You can manage key events you'd like to monitor using the Case Dates feature from the Case Details form.

The Standard Case Dates will list the standard events that have been setup for the case type by your Administrator.  See Section 3 below.

You can select a date against one of the events already listed and cManager will now track it and remind the Fee Earner on their task list.  As of cManager v5.27, a time can also be specified against a key event

If you have a specific event that you want to track for this case and it isn't in the list of standard dates, you can add it by typing the name of the event and selecting the date in the top row as shown below (in blue)

The Add Standard Dates button on the menu bar, re-adds all the standard dates to this case. This is useful if new standard dates have been added or a standard date was removed from this list.

When a date is selected against an event, a case task will be created (if you have setup to create a task).

Eg. 

As of version cManager 5.28,  any dates setup to remind will also be added to the Fee Earners calendar as shown below.

You can double click a reminder from the Calendar to open the related case.

 

2. Using Key Event Dates in letter templates

Any standard key dates setup will also be available to use in the letter templates.  The will be listed under the Case entity when editing letter templates.  See image below

Non-Standard dates that have been added to an individual case can not be used in letter templates. If you need to use these dates in a letter, please ask your administrator to setup as shown in section 3 below.

As of cManager v5.27, this has been updated to include Time 

3. Define list of standard dates and event to track

To define the event dates you'd like to track, please set them up using the tools -> Custom Dates settings 

When adding a Custom Case Date System Parameter the following fields should be completed:-

Custom Case Dates Parameters
Field Description
   
Case Type Set to the Case Type that this Custom Case Date / Event applies to. Eg A = PI, C = Criminal  . Each Case Type can have it's own set of Custom Dates 
Event Description Please do not use the underscore (_) in the event description as this will cause issues if using this event date in a letter template.

Add To Task List

Add To Calendar

If NOT ticked an auto reminder task will not be created.

If ticked, an auto reminder task will be created and shown on the dashboard User Task List and the Case Task list and on the Fee Earners Calendar on the dashboard

Auto Create After Date ID [FEATURE IN DEVELOPMENT AND NOT YET ACTIVE] If you want to automatically create a date event based on another date event, specify the ID of the "parent" id . You can get the ID by Right clicking on the column headings and selecting Column Chooser, then add the ID from the list.
Auto Create Days [FEATURE IN DEVELOPMENT AND NOT YET ACTIVE] This is used in conjunction with the above setting to specify the number of days after the parent date (eg. 14 days after the Hearing Date"
Type Set to U (for user for any that you create). Do not change any that are set as S (System)