Core PMS: Fee Earners

The fee earners who will be using the Crime module will need to have the relevant categories added to their user setup.

To set up the Designated Categories for fee earners:

  1. From Utilities, click on Core PMS and select Fee Earners to display the list of fee earners on the right-hand side.
  2. Right-click and select Edit or double-click on each fee earner to open the Earner Details screen.
  3. Go to the Public Funding tab and select the relevant Designated Category from the drop-down list.
  4. Enter or use the date lookup to select the date the fee earner was designated to do criminal work.
  5. Place a tick in the relevant criminal work categories applicable to the fee earner. Enter a UFN range of numbers if required.

Note Earners Uplift is not applicable for criminal types of work.