Articles

• Work Types

  Key Concepts What is Work? Simply put, work is any process that has a defined starting point, a defined ending point, and goes through any number of sta...

• Work Type Modeller overview

  Modeller allows you to configure your work into the system. It includes the capability to model new work types, phase plans, workflow, key dates, UI des...

• Create a New Work Type

  You can create a new work item from the sharedo Modeller. This article covers creating a work type and provides links to the associated configurations f...

• Grant Role Permissions for a Work type

  You must grant role permissions to user roles to allow them to contribute and read work types. If no users have read permissions for the work type, the ...

• Configure Data Capture for a Work type

  You can configure data capture for a work item in Modeller. Key Facts Blade All work types have a key facts data capture blade. Here is an example of wh...

• Delete a Work Type

  This function should only be performed by technical administrators.   You cannot delete an individual matter, the correct method of ‘removing’ a matter ...

• Delete Instances of a Work Type

  This function should only be performed by technical administrators.   You cannot delete an individual matter, the correct method of ‘removing’ a matter ...

• Change Work Types from one Type to Another

  Users can change a work, instruction, or contact type into another. Use the Change Type feature if one of these types has been created in error or a dif...

• Title and Reference Generator

  The Title and Reference Generator is used to configure a work type to automatically generate titles and references for child work items, based on system...

• Link a Work Type to an Instruction

  You can link work types. Instructions can have a special relationship with another work type. This is useful when an instruction work type is being used...

• Reparent a Work Item

  The hierarchy of work items plays a crucial role as it influences several vital aspects, including: The synchronisation of participant roles Calculation...

• Work Item Merge

  Work Item Merge is a feature that allows instances of various work types to be merged into a single work item. For example, duplicate matters can be rem...

• The Auto Close Descendant Feature

  The system creates a network of tasks, matters, and other work items like payments and offers. However, when cases are cancelled or closed (finished), u...

• Work Scheduling

  The Work Scheduling settings card allows a configurator to define how a work item's lifecycle is calculated. Work Scheduling settings are mainly relevan...

• Understanding Checklists / Action plans

  Checklists are a useful tool that enables end users to perform their work quickly, accurately, and effectively.  Checklists (sometimes called action pla...