The Case Plan generates case Key Dates automatically when required. Case Key Dates are designed to track important dates within the system and inform the user that something is due or has already been done. They provide visible “warning” dates to the user to ensure that tasks are completed in time. Case Key Dates are a sub-type of Tasks and are often created (and rescheduled) based on the activities of related tasks.
For example, the creation of a Decision Due Date or an Expiry Date may be triggered by the completion of a related task.
Case Key Dates are presented graphically in the Portal Case Plan, have their own Portal Widget, and also appear in both the user’s and team’s calendar.
Case Plan Timeline
In the example below, a new matter has been created. The instruction date is automatically created to record this fact and added it to the Case Plan timeline with a status of Done.
A second date, Completion Date, has been scheduled for the future.
Amend a Key Date in the Timeline
Simply drag & drop the date around the timeline.
Key Dates Widget
Key dates display in a dedicated portal widget.
Overdue Due dates have a red band on the left-hand side.
Key Dates Blade
View the Key Dates blade using any of the following methods:
- Double-click on a date on the Case Plan timeline
- Click the icon to the right of the Key Date on the Widget
- Select the option from the burger menu on the Actions bar
The Key Dates blade shows all the Key Dates for the case, broken down by Phase.
If the blade was called by selecting a date from the Case Plan or widget, then the selected Key Date is denoted via the bar on the left.
Reminders
A reminder can be set before/after the due date.
Status
The status icon at the far right (in red) shows one of three states:
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Planned (i.e. is due) |
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Completed |
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The Key Date has been missed (this date will be tagged in red in the widget) |
Complete Key Dates
To show that the activity linked to a Key Date has been completed and the due date is no longer required, click the Planned status icon to Complete the Case Key Date. The icon changes to Completed status.
The Key Date is removed from the widget and displays in read-only format within the Case Plan timeline.
Amend Due Date
To amend the Due Date, click on the date and select a date from the Calendar pop-up.
Some Key Dates cannot be amended by the user. For example, because they are part of a timetable prescribed by the courts, which can only be amended via a formal process driven by the case plan. These are marked with a grey background.
Key Facts Blade
Key Dates also display as an Aspect on the Key Facts blade:
Manage Key Dates via Calendars
You have the option to manage your key dates via:
- Your personal calendar
- A team calendar
- or synchronise these with Outlook
Users can view all the Key Dates for cases where they are the Case Owner.
Hover over an entry in the Calendar to view further details.
Single-click on an entry to open the Key Dates blade for that case.
Filter Key Dates
The contents of the Calendar can be filtered via a range of criteria.
There may be a short delay while the Calendar refreshes and presents the filtered results.
| Case |
Begin typing any part of the Case Name or reference into the Case filter to show a list of possible cases. Select a case. The Calendar will refresh to show only those entries related to the chosen case. Click X to clear the selection. |
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Work Type Appointment Type |
Use the checkboxes to the left of each of the entries to filter and click the X to clear the checkboxes. 
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| Dates |
Use the buttons at the top right to change the time period presented. Cycle back and forth through the time period using the arrows.
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View the Calendar in List View
The Calendar can display as a list view. Select this option to toggle back and forth between the two views.
In list view the column headings can be used to filter the contents.
Click on the Matter link to drill down into the case.