Case Pane for all orders
For both the TM Group and the Index PI integration, orders can be tracked by using the Case pane. This can be accessed by opening OneOffice/Outlook Office and clicking Online Search Manager from the pane to the left of the screen. All Fee Earners will have access to this screen.
The Online search submission Manager screen can be utilised by using any of the required features listed below:
Sorting - By clicking on any of the column headers, you are able to sort by that column:
From = Search Provider.
Ordered = Date the search was submitted at Index PI.
Description = Matter details.
Matter = Matter ref (This is a hyperlink which if clicked will take you to the matter).
By = Fee Earner who submitted the search.
Completed = Date the search has been completed.
Net, VAT & Gross = Value of search Order.
Ref = Order details (The order number is hyperlinked clicking on the order reference will open up the provider portal displaying the order in detail).
Refresh Button - Will update and display any new orders or advise No new orders downloaded.
Filter Orders For - The Online Search Manager will default to show orders made in the last month. Simply clicking on the drop-down arrow on the field showing ‘Last Month' will open more options allowing you to change the display criteria.
Show Completed - Ticking the box to ‘Show Completed’ will only display orders that have been completed.
Matter Specific Orders
Orders specific to a matter can tracked using the Online Search Manager by clicking the Actions button within the file history of that case.
Index PI This will open up the same view as the other Online Search Manager but it is specific to the matter you are opening it from, and therefore only show the submissions for that matter.
Completed Searches
Completed searches and reports will be automatically returned to the case file and display in the file history in the folder created previously called Online Searches.