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  • Follow-up - JURA106 - Legal Management - P12

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id1
labelAdd

The fields marked with (*) are required.

Fill out the information in accordance with instructions found in Main Fields.

See also the features available in Other Actions.

  1. Fill out the data and, if needed, use field help instructions.
Informações
titleNote

The e-mail record for the Lawyer / Correspondent enables follow-up and Workflow additions.

Notice that the are labeled Justificat contains the e-mail to which the Workflow was sent with the acceptance information.

Without acceptance, you need to justify the reason in the corresponding field. You can also view this information in this area.

When you finish adding, a message is displayed requesting confirmation of the addition of Follow-up and, upon confirmation, field Description becomes a description suggestion. Also, field Authorize Pay has its content filled out with Yes.

2. You are required to fill out the data displayed in area Responsible.

3. After filling out the fields, check and confirm the data.

4. When you add a follow-up through the menu, enter the legal matter to which it refers. If done through the Lawsuit, the system automatically fills it out.

Informações
titleNote

The setting of parameter MV_JFLUIGA grants access to Fluig integration, when field Result Type is Pending or In Approval.

The use of workflow via Fluig requires ID data, configured through parameter MV_JWFAPRV.

5. The addition of a follow-up occurs when the follow-up type used presents settings in the Follow-up Types auxiliary register.

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labelEdit

To Edit, find the item you wish to edit.

Some fields are shaded, which means they cannot be edited.

Fill out the information in accordance with the instructions in Main Fields.

See also the features available in Other Actions.

After making the adjustments, click:

  • Close (to exit without saving the edition).
  • Save and Create New (to save the edition and keep the form for a new addition).
  • Confirm (Save the edition and return to the start page).
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id3
labelDelete

Accessing the routine displays all the registers made.

To make a deletion, first find the item you wish to delete.

Click option Other Actions / Delete.

At the top of the screen, view the shaded message:

Are you sure you wish to delete the item below?

You cannot undo this action after confirming the deletion.

Make a decision and, to continue, click:

  • Close (to exit without saving the deletion).
  • Confirm (to delete the item and return to the main page).
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id4
labelView

To view the information registered, place the cursor on desired item and click option View at the to of the screen to the left.

This option does not allow changes.

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id5
labelBatch Editing

After selecting the Follow up, view the screen requesting you to fill out the fields to be edited.

Fill them out and, to confirm them, click Ok.

After showing the system processing screen, the system displays the confirmation screen with the quantity of records edited.

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labelOther Actions - Annexes

Use this option to link documents in accordance with the progress, to Open, Unlink or Import a document to GED (Electronic Documents Manager) and to annex it to the progress.

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labelResend WF

Select the Follow-up, click this option and wait for resending.

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id8
labelReports - Follow-up

In this option, fill out the fields in accordance with the screen displayed and, to confirm them, click OK.

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id9
labelReport - Commitments Docket

In this option, fill out the fields in accordance with the screen displayed and, to confirm them, click OK.

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id10
labelReport - Export Results

View the screen to set configurations.

Once configured, click Print.

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id11
labelOther Actions / Initial Config.

The option available in Other Actions / Initial Configuration allows you to use basic pre-completed registers to save time.

This features assumes the Protheus server has internet access, and can be activated at any time with no harm to the records already created.

When the feature is active, the system checks whether the default items are registered and, if an item is missing, the routine creates the complement.

Note: This routine does not yet use the data integrated to the CNJ (National Council of Justice).

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