Configuring Instructions

Linking your Instruction to a Matter Type

Once you have created both your instruction and matter type you will need to create a relationship between them. This will allow the instruction to be converted to that particular matter type.

  1. Open Modeller > Work Types and navigate to your instruction.
  2. Click on the Type Relationships option in the left-hand navigation.
  3. Click on the Link Parent or Link Child button at the top right to add a new relationship.
  4. Complete the form.
Parent Type This should be your instruction work type.
Child Type This should be your matter type.
Relationship Type

Choose the relevant relationship type:

  • Created
  • Lead Case
  • Linked Case
  • Linked Case (Manual)
  • Merged Work Items
  • Parent-Child
  • Prefered Statement of Work
  • Project Assignments
  • Regarding
  • Related

Options:

  • Can have many children
  • Can have many parents
On/Off