Instructions
- Brandon Fuller
- Jill Guzman
- Former user (Deleted)
When creating your hearing, you will see a box called Private Instructions. Over time, you will find yourself repeating what you type in this box because you want to convey certain information to attorneys on various types of hearings.
To save some typing, you may pre-define these instructions and create a library of different text that you may want to insert on your hearings. You can then select and insert them when creating the hearing. You may also set them up to be automatically inserted into your hearing to help be sure that your staff is always setting up hearings the same way.
Creating Instructions
Visit the white "Instructions" link toward the bottom of the left side of your home page. It lives in the menu under the "More" button.
From there, you will see a list of instructions for your company. Click on the orange "Add" button to create a new one.
You need to fill out at least the top two fields:
Title: A short description that you will use to locate this instruction later. You might name it "Michigan Instructions" if you have a special note you want to be added only in that state.
Private instructions: This is the actual text that we will pull into the hearing's private instructions.
Public instructions: These instructions are visible to our attorney before they choose to cover the hearing.
Settlement instructions are common pieces of information that are often repeated per hearing. We allow you to enter some common settlement information here in order to keep your instructions to a minimum. These settlement questions are shown to attorneys in specific highlighted areas in our app and website so we can help attorneys provide the correct information per client.
If you merely fill out the top two fields, you will need to manually add the instruction to the hearings.
If you know the instruction is specific to a state or service, you can click "Automatically Add" and have the options to select the state, county, court, hearing category or service, and day of the week those instructions should apply. If you select a hearing category the option for individual service will be removed and conversely if you select a specific service type the category option will be removed to prevent overlap and multiple instruction attachments. To select a county the state must first be selected which will then populate the options for counties in that state. Please keep in mind that only one location can be selected so if the instructions apply to the same hearing type regardless of location simply use the Service Category 1 or Service selectors and the instructions will apply to any location. Day of the week will always default to "All" but should you need a specific day that can be applied regardless of the previous selected options.
Each time you create a hearing which matches, we will automatically add the instruction. Don't forget to click Save!
Instructions on a Court-Level
If you have specific instructions by court, you can automatically add them to all of your hearings that take place in that court. To cause the court selector to appear you must select the State and County options first. This will populate your court options in the next field.
Using Instructions
When you create that next hearing, you will see a dropdown box now for "Pre-defined instructions" right above the box where you would normally type them. You can click any you want and add them. You can add as many as you want. They just keep adding to the end of the text in the special instructions box.
Removing Instructions
You can remove instructions by going to the very right of the row and click the hyperlink titled "delete".
