Matter Actions setup (Administrator)
Matter Actions are short cuts that can be set up by an administrator that users can then access without having to change the screen or area within the matter they are currently in. Examples of shortcuts that can be set up include but are not limited to: links to websites frequently used outside of Redbrick (RPM), documents, text messages, land registry enquiries etc. Matter actions are beneficial as they save users' time when it comes to navigating to different screens or having to come out of RPM to complete an action.
Once these have been set up users can access them from the Navigation Ribbon using the drop down arrow next to Matter Actions.
Setting Up Matter Actions (Administrator)
Setting up Matter Actions is quite simple but can only be done by either your Administrator or your Redbrick Business Consultant.
Specific Matter Actions can be set up for each matter type by clicking on Options and then clicking + button on Matter Types - each one is then displayed. Click the + button to expand the menu of the matter type you want to create matter actions for (e.g. purchase) and go into the Matter Actions Section on the left panel as seen in the example below:
Click on the Green Add button, this will bring up a drop down list where you can select the type of Matter Action you want to add such as documents, web links etc.
Adding A Document Matter Action (or any other action available in the Documents Drop-down)
Adding a document Matter Action will save time as it allows frequently used documents to be opened without needing to navigate directly to the Document screen (for example an Attendance note or File note). To set these up, navigate as shown above, click the Green Add Button and select New Document (the instructions below will also stand if you wish to add, for example, a New File note, or a new SMS - you just need to follow the screens which appear for each selection you make):
This will bring up the New Triggered action window. Use the Template Type drop down arrow to select the relevant template type e.g. attendance notes for telephone notes, Client for letter to client templates, Billing for billing documents etc. Once this is selected, all available templates within that folder will be displayed:
Select the relevant template from the list that you want to add as a matter action. Once added this will automatically populate the the document name with the name of the template. Click OK to Save.
When you have added your Matter Action it will save it without a description. It may be useful to add a more meaningful description that shows to your users. To do this highlight the matter action you have added and click on the Edit Description button in the ribbon (V28 and above).
Type the description you want to give the matter action e.g. Telephone Note and then click OK to save your changes. This is what the user will see when accessing the matter action.
Adding a Land Registry Matter Action
To add a Land Registry Matter Action click on the Green Add Button go to Land Registry and select the relevant Land Registry search e.g. Bankruptcy Search
Once this appears in the matter actions list highlight the matter action and click on the Edit Description button. Type the Description and Click okay to save the changes.
Adding a Web link Matter Action (or an other option showing in this drop-down)
To add a website matter action link - click on the Green Add Button go to Updates and select Weblinks
In the URL when Ticked box ; type the URL link for the relevant Website and then click OK to save the changes.
Highlight the matter action and click on the Edit Description button. Type the Description and Click OK.
You can set up Other Matter actions such as AML Checks. Portal invites, Thirdfort , Armalytix invites by clicking on the Green Add button and going to other and repeating the above process:
As mentioned previously you will need to add Matter Actions individually against all relevant matter types.
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