How to delete an entire Litigation Event Plan.
NOTE: Cases using the Litigation Event Plan you are going to delete will still retain their existing events in the Litigation tab even after you delete the Litigation Event Plan.
Navigate to the
Icon in the top right corner of your account and select Litigation Event Plans.
Select the dropdown arrow in line with the plan that needs to be deleted and select Delete Plan.
A pop-up window will appear confirming that you would like to delete the event plan and all associated rules.
Click Yes to remove the plan and all associated rules.
NOTE: This can only be done by a firm administrator or someone with the permission "User Has Access to Litigation Event Plans."