How to add a new rule to an existing Litigation Event Plan.
Navigate to the
Icon in the top right corner of your account and select Litigation Event Plans.
Select the dropdown to the Event Plan and select Add Rule.
Create the items of your New Event Plan Rule:
Select the Litigation Trigger Event.
Create a Rule Description.
Enter the number of days to trigger the event.
Select Before or After the trigger event
Select if you are counting Working or Calendar Days. (Working days exclude weekends and the listed upcoming holidays.)
Choose to include or exclude the trigger date in the calculation.
Choose the action when a deadline falls on a weekend or holiday.
Select all Assigned Staff
(Assigned staff will be listed on the Litigation Tab Event, and on Staff's Calendars.)
Select Save or Save And Add New Rule.
NOTE: This can only be done by a firm administrator or someone with the permission "User Has Access to Litigation Event Plans."