Answer
Nov 14, 2016 - 11:15 PM
The Status Report requirement is configured on the Matter Type Template level. All matters created with a particular template will by default either require status reports (can be required monthly or quarterly) or not require them. Whenever a matter is created in Tracker, the default status report requirement can be changed in Step 1 of matter creation. Also, the status report requirement can be changed at any time during the life of the matter either by editing the Matter Options or opening the matter under the Status tab. Status reports can be submitted for matters even when they are not required by any matter editor or administrator.
To require status reports for existing matter:
1. Open the matter under the Status tab.
2. Under the Actions menu, click Require Status Reports (if status reports are already required for the matter, you will see "Not Require Status Report" option).
3. Under Status Report Options section, select either "Monthly" or "Quarterly". To not require - select "No".
4. Under the Actions menu, click Save & Close.
HelpSite link: https://serengeti.trackerhelp.int.thomsonreuters.com/TrackHelp_CO/Content/0734H
lp/CoAdm/CoGen/co_3020-RequiringMonthlyStatus.htm
To require status reports for existing matter:
1. Open the matter under the Status tab.
2. Under the Actions menu, click Require Status Reports (if status reports are already required for the matter, you will see "Not Require Status Report" option).
3. Under Status Report Options section, select either "Monthly" or "Quarterly". To not require - select "No".
4. Under the Actions menu, click Save & Close.
HelpSite link: https://serengeti.trackerhelp.int.thomsonreuters.com/TrackHelp_CO/Content/0734H
lp/CoAdm/CoGen/co_3020-RequiringMonthlyStatus.htm
