You can track a key event / date and time against a case by using the Custom Case Dates feature of cManager.
When an 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
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.
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 event to track
To define the event dates you'd like to track, please set them up in the system parameters as Code 13. See Customising cManager - System Parameters for more information on changing cManager settings.
When adding a Custom Case Date System Parameter the following fields should be completed:-
|Code||Always 13. This help identify that this parameter is a Custom Case Date parameter|
|ID||Unique ID and sequence number|
|Sub ID||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|
|Text Value||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.|
If 0, an auto reminder task will not be created.
If 1, 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
See below for a set of example parameters