Creating New Event Types or Modifying an existing Event Type

From within the Event Types page you have the option to create a new event by selecting the new event type button.  You also can search for an existing event type and modify the event from this menu.

When creating a new Event Type or modifying an existing Event Type you have several options.  Listed below is a definition of each of the options within the event type editor.

• Event Type Name - A free form text field open to any line of text.
• Default Event Title and Macro option – Here you can define the default event title used for new events selected. You also have the option to include macros within the title.
• Description - A free form text field open to any line of text.
• Practice Area – Defines what practice area this event is an option in. For example, selecting Subrogation will allow for this event to be selected in only subrogation cases.
• Jurisdiction - Defines what jurisdiction this event is an option in. For example, selecting California will allow for this event to be selected in only cases where California was defined in the case creation.
• Default Category – Defines the category for this is event. Any category already defined can be selected here. You also have the option to create a new category here by selecting the pencil icon.
• Attributes
  • Read – Allows for this event to utilize attorney read option.
  • Reset Communication - Selecting this option will allow for this event to update the communication counter.
  • Hidden – This event is hidden from anyone without edit rights within the Hidden ACL.
    
  • Lawyers Only – This Event is only available to users set as Attorney.
  • Correspondence Event – Selecting this option will categories this event as correspondence.  The event then will be grouped with all other correspondence and can be view in the correspondence tab.
  • Notify – Task and Alert for the primary if anyone other then the primary attorney creates the event.
  • Has Child Table – This option allows for you to select a child table for this event. For example, cl_hearing will allow for this event to be displayed in the calendar hearing events.
• Instructions - A free form text field open to any line of text.
• Billing Conditional – You have four option to select from here.
  • Optional – Selecting optional will allow the user to add time entries to an event if needed. Time entry is not required to save the event.
  • Required – Selecting required will force the user to enter time before the event can be saved.
  • Prohibited – Selecting prohibited will prevent the option to enter time. The time entry tab will not be displayed.
  • Recommended – Selecting recommended will prompt the user with a recommendation to enter time if no time was entered.
    
• Document Conditional - You have four option to select from here.
  • Optional – Selecting optional will allow the user to upload a document to an event if needed. A document is not required to save the event.
  • Required – Selecting required will force the user to upload a document before the event can be saved. The user will receive an error message if not document is uploaded.
    Prohibited – Selecting prohibited will prevent the option to upload a document. The document tab will not be displayed.
  • Recommended – Selecting recommended will prompt the user with a recommendation to upload a document if no document was attached.
    
• Designations – Allows for you to select the document designation options for this event.