Answer
Nov 05, 2016 - 07:32 AM
Any matter administrator or matter editor-whether a company user or a law firm user-can file a status report for an external matter. Only a company matter administrator or matter editor can file a status report for an internal matter.
To submit a status report:
1. Access the applicable matter or matter group.
2. Click the Status tab.
3. Click Create Status.
4. Type your new status report in the field provided, or if appropriate, click the check box for "No change from prior status report."
5. Answer the material change question and provide an explanation if necessary.
6. Click Save & Close.
HelpSite link: https://trackerhelp.serengetilaw.com/TrackHelp_CO/Content/0734Hlp/CoAdm/CoGen/c
o_3010-HowToSubmitStatus.htm
To submit a status report:
1. Access the applicable matter or matter group.
2. Click the Status tab.
3. Click Create Status.
4. Type your new status report in the field provided, or if appropriate, click the check box for "No change from prior status report."
5. Answer the material change question and provide an explanation if necessary.
6. Click Save & Close.
HelpSite link: https://trackerhelp.serengetilaw.com/TrackHelp_CO/Content/0734Hlp/CoAdm/CoGen/c
o_3010-HowToSubmitStatus.htm
