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Automatic Recurring Review Tas…
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Last modified on 6/11/2020 5:38 PM by User.

Automatic Recurring Review Tasks

cManager can be configured to create automatic recurring tasks that always remain against a case and will appear in the task list when due.

The are three types of tasks that can be configured

1- Fee Earner Review

    This will 'renew' the due date when the case is opened by the Case Owner / Fee Earner. The new date will be x days after today, where x is Review Days setup for the Fee Earner review in the system parameters as shown below

2- Supervisor Review

    This will 'renew' the due date when the case is opened by the Case Supervisor. The new date will be x days after today, where x is Review Days setup for the Supervisor review in the system parameters as shown below

3- Other Review

    This will 'renew' the due date when the case is opened by clicking on this Review task in the task list in Dashboard. The new date will be x days after today, where x is Review Days setup for the other review in the system parameters as shown below

The review task dates are created when a new case is opened and updated when the Fee earner or Supervisor opens and saves the case. They are designed never to be deleted automatically by the system, but a user can delete them manually. 

As part of the overnight batch process, any review tasks that are deleted will be recreated and those are marked as complete will also be automatically be extended by the appropriate days setup in the parameters

 

Parameter Setup

The parameters below show a typical set-up. They are maintained under Tools > System Parameters. See Customising cManager - System Parameters on how modify these.

This will create three tasks when a new case is created. The Fee earner review will be due every 3 weeks, whilst the other two are due every 6 months. 

The Code, ID and Sub ID must be as shown below.

The narrative of the review task can be amended to your requirements and is shown under the 'Text Value' column.

The recurring period of the automatic review task is set in the 'Integer Value' column and is specified in number of days.

If you do not require a listed recurring  review task to be automatically created , set the integer value to 0, or delete using CTRL+DEL keys in the system parameters.