Ideal Online Documentation

14280 T/B MAINTENANCE
TB4-07 Limitation Dates

 

PURPOSE

 

The limitation dates maintenance program allows you to attach limitation dates to client/matters such as: deadlines for investigations and/or presentations, court dates, meeting times, etc. The notes feature allows you to enter a descriptive note for each limitation date containing whatever information about the limitation date you require.

 

Limitation Dates Maintenance is accessed from:

  • Time Billing Processing menu.

 

PROCEDURE

 

Select Limitation Dates Maintenance from the Time Billing Processing menu. The limitation dates maintenance screen displays.

 

LIMITATION DATES MAINTENANCE SCREEN DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│08/10/07                       The Ideal Law Firm                               â”‚
│                          LIMITATION DATES MAINTENANCE                          â”‚
│                                                                                â”‚
│                                                                                â”‚
│          CLIENT CODE         ____________                                      â”‚
│          MATTER NUMBER                                                         â”‚
│          DATE                                                                  â”‚
│          SEQUENCE                                                              â”‚
│                                                                                â”‚
│        1 REGARDING                                                             â”‚
│        2 NOTES:                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│Enter CLIENT code, F5 for inquiry.                                              â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
CLIENT CODE
Enter CLIENT code, F5 for inquiry.

 

Enter code of the client for whom to set limitation dates.

 

[F2] to scan existing client/matters for selection.

 

[F4] to exit to menu.

 

[F5] to display list of client/matters for selection.

 

MATTER NUMBER

 

Enter number of matter to process.

 

[F2] to scan existing matters for selection.

 

[F3] to return to the previous field.

 

[F4] to exit to menu.

 

[F5] to display list of client/matters for selection.

 

DATE

 

Enter effective limitation date for matter.

 

This is the date on which the noted action occurs.

 

 

[Enter] for current system cade.

 

[F3] to return to the previous field.

 

[F4] to exit to menu.

 

SEQUENCE

 

Enter sequence number of the detail to modify.

 

See MODIFY AN EXISTING DETAIL.

 

 

[F1] to add additional detail.

 

See ADD A DETAIL.

 

 

[F2] to scan existing detail lines for selection.

 

[F3] to return to the previous field.

 

 

ADD A DETAIL

 

If you enter a detail which is not defined the following prompt displays.

 

** NOT ON FILE. DO YOU WANT TO ADD ? (ENTER=YES/F2=NO):

 

[Enter] to add a new detail.

 

The program will step you through each field (see FIELDS below). Once all fields have been entered, the following prompt is displayed:

 

 

** OK TO UPDATE? (ENTER TO UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept and update.

 

[F2] to modify.

 

See MODIFY AN EXISTING DETAIL below.

 

 

[F4] to not add the detail and return to CLIENT CODE field.

 

[F2] to not add a new detail.

 

You may enter a different NEW client code, an existing code or press [F4] to exit.

 

 

 

MODIFY AN EXISTING DETAIL

 

If you enter an existing detail the following prompt is displayed.

 

** ENTER FIELD NUMBER TO MODIFY, ENTER TO CONTINUE, 'D' TO DELETE:

 

Enter the number of the field you wish to modify.

 

[Enter] to clear the display and return to the CLIENT CODE field.

 

Once you have modified the field data (see FIELDS below) press [Enter]. The following prompt displays.

 

 

** CORRECTION NUMBER (ENTER TO CONTINUE):

 

Enter additional fields to modify.

 

[Enter] when modifications are complete.

 

** OK TO UPDATE? (ENTER=UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept changes and update.

 

The file is updated and you are returned to the CLIENT CODE field.

 

 

[F2] to make additional modifications.

 

You are returned to the CORRECTION NUMBER prompt above.

 

 

[F4] to cancel changes and return to CLIENT CODE field.

 

"D" to delete the detail.

 

** OK TO DELETE? (Y/N):

 

"Y" to delete the detail.

 

"N" to not delete the detail.

 

Example Limitation Dates Maintenance display:

┌────────────────────────────────────────────────────────────────────────────────┐
│01/29/07                           IdeaLaw Ltd.                                 â”‚
│                          LIMITATION DATES MAINTENANCE                          â”‚
│                                                                                â”‚
│                                                                                â”‚
│          CLIENT CODE         000001    ABC COMPANY LIMITED                     â”‚
│          MATTER NUMBER       0002      TAKEOVER OF XYZ CORPORATION             â”‚
│          DATE                08/31/06                                          │
│          SEQUENCE            00                                                â”‚
│                                                                                â”‚
│        1 REGARDING           LITIGATION DEADLINE                               â”‚
│        2 NOTES:                                                                â”‚
│                                                                                â”‚
│          Steve is responsible for preamble statements. Make sure               â”‚
│          all relevant materials are available and collated with his            â”‚
│          presentation. John is responsible for all materials.                  â”‚
│                                                                                â”‚
│                                                                                â”‚
│** ENTER FIELD NUMBER TO MODIFY; ENTER TO CONTINUE; 'D' TO DELETE:              â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

FIELDS

 

CLIENT CODE

 

Enter code of the client for whom to set limitation dates.

 

[F2] to scan existing client/matters for selection.

 

[F4] to exit to menu.

 

[F5] to display list of client/matters for selection.

 

MATTER NUMBER

 

Enter number of matter to process.

 

[F2] to scan existing matters for selection.

 

[F3] to return to the previous field.

 

[F4] to exit to menu.

 

[F5] to display list of client/matters for selection.

 

DATE

 

Enter effective limitation date for matter.

 

This is the date on which the noted action occurs.

 

 

[Enter] for current system cade.

 

[F3] to return to the previous field.

 

[F4] to exit to menu.

 

SEQUENCE

 

Enter sequence number of the detail to modify.

 

See MODIFY AN EXISTING DETAIL.

 

 

[F1] to add additional detail.

 

See ADD A DETAIL.

 

 

[F2] to scan existing detail lines for selection.

 

[F3] to return to the previous field.

 

1 REGARDING

 

Enter a description of matter (up to 30 alpha/numeric characters).

 

[F3] to return to the previous field.

 

2 NOTES:

 

A notes editing window pops up.

 

 

Enter text regarding the limitation date of the matter.

 

The maximum number of lines is 50 and the maximum number of characters per line is 70. The following keys are available while entering and editing text.

 


Special Editing Keys:

 

[HOME] to move cursor to the left margin of the current line.

 

[END] to move cursor to the right margin of the current line.

 

[INSERT] to toggle between INSERT and TYPEOVER modes.

 

[DELETE] to delete the character at cursor.

 

[BACKSPACE] to delete the character to the left of cursor.

 

[←] [→] [↑] [↓] to move cursor as indicated by selected arrow key.

 

[F2] to delete the current line.

 

[F6] to reformat text by removing extra spaces and hard returns.

 

[F4] to end text entry.