Editing an agenda

After adding an agenda to a matter, you can edit the agenda. Editing the agenda on Matter Details - Agendas, or in a module, only changes the agenda for this one matter.

If you want the agenda to be changed for all future matters based on it, the system administrator needs to change the appropriate master agenda in Utilities - Document/Agenda Setup.

Options for editing an agenda

For an agenda associated with a matter you can:

To add a page to an agenda:

  1. On Matter Details - Agendas, or on the module screen, with the agenda you want to edit displayed, click Add Page. A new page tab is displayed, named Page x.

  2. Edit the page name, see below.

To edit page names:

  1. Right-click one of the agenda page tabs and select Edit Page Names.

  2. On Rename Pages, type the new name for each tab that you need to rename. Click Finish.

  3. The agenda shows the new names you have added.

To remove a page from an agenda:

  1. With the agenda page you want to delete displayed, click Delete Page.

  2. Click Yes to confirm. The page is deleted.

If you remove all pages from the agenda, there will be no agenda displayed. To use an agenda will need to add a new one.

To add a step to an agenda page:

  1. With the agenda page you want to add a step to displayed, click Add Step, or right-click the step section of the page and select Add Step.

  2. On Step Details - Step Details tab, complete the fields as necessary. More about the Step Details fields.

  3. If you need to link documents to the step, on Step Details - Documents tab, click Add Document.

    1. On Agenda Document, at Document Template, click . On Choose a template, use the tabs at the top to select the type of document and use the filters to find the document. Double-click the document to add it to the agenda step.

    2. If you want to email the document, select the Email checkbox on Agenda Document. You will also have the option to fax or text, if you have those optional modules.

    3. Click OK to return to Step Details with the document listed. Repeat this process for other documents to be added to the step.

You can delete documents, or change their order in the list, using the buttons on Step Details. There are also buttons for selecting all and deselecting all documents listed.

  1. If the step relates to Web Case Tracking, LMS Stars, or involves online searches, on Step Details - Step Types tab, select the appropriate checkboxes to indicate this.

  2. When you have finished defining the step, click OK to return to the agenda page with the new step shown.

To remove a step from an agenda page:

  1. With the agenda page you want to remove a step from displayed, select the step you want to remove.

  2. Click Delete Step or right-click the selected step and select Delete Step.

  3. Click Yes to confirm. The step is deleted.

To edit a step of an agenda:

  1. With the agenda page containing the step displayed, right-click the step you want to edit and select Edit Step.

  2. On Step Details, edit the fields as necessary. More about the Step Details fields.

  3. Click OK to return to the agenda page.

To re-order steps of an agenda page:

  1. With the agenda page containing the steps you want to re-order displayed, select a step that you want to move within the page.

  2. Click or to move the step up or down the agenda page.

  3. Repeat for other steps you need to move, until the steps are in the order you require.

 

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