The Procedural Timetable worksheet can be used to plan head for what's next in the case proceedings. Procedural Events can be added to the project and linked to Tasks.
How to Create a Procedural Event:
- Click the +Add Procedural Event button, located towards the top left of the table.
- The Add Procedural Event form will appear and can be filled out accordingly.
- Click 'Save'.
- The new Event will appear in the table.
| Date | Procedural timetable event date including, time, timezone, date range and incomplete dates. Options include: 'On/At', 'Before', 'After', 'Between', and 'Starting at'. |
| Party Responsible | Party responsible for the Procedural event. This can be customized by system admins. Default options include: 'Plaintiff', 'Defendant', 'Both Parties', and 'Court'. |
| Phase | Current Procedural phase occurring. This can be customized by system admins. Default options include: 'Initial Case Assessment', 'Pleadings', Preliminary Motions', 'Discovery', 'Pretrial Motions', 'Pretrial Conference', 'Trial Preparation', 'Trial', and 'Judgment and Appeals'. |
| Description | Description of the Procedural event or any other relevant information. |
| Status | Whether the Procedural event is 'pending' or is 'complete'. This can be customized by system admins. |
| Supporting Documents | Relevant associated documents. |
The Procedural Timetable worksheet offers a Calendar display option.
- Click the Display dropdown.
- Go to the Timeline option
- Select Date.
- Clicking on the Display dropdown and selecting Table, will return the user to the table view.
The Calendar view can be further toggled by clicking the Timeline Date dropdown.
- There are 2 options: the Timeline view, which shows more limited information, and the Portal view, which shows more information.
