BRIEF description of what this ‘How to’ covers
A "standard" process is one that allows you to work through a series of steps that do not all revolve around the same date.
For example, the Social Security process that ships with Prevail is a "standard" process. The statute dates that apply to each step are calculated based on when the previous step took place. For instance, in Social Security disability cases, the statute date for filing a Request for Hearing will depend on when the Request for Reconsideration was denied; later, in the same claim, the statute date for filing a Request for Review at the Appeals Council depends on the date the hearing was denied.
\uD83D\uDCD8 Instructions
Click Administration > Process Builder.
Click ‘Add’ at the top of the window, and choose Standard Process.
Enter a name for the process in Process Subject field.
Select the law type for the process from the Process Law Type drop-down list.
Click ‘Save’.
Click on the new process in the list of processes in the upper-left corner of the window.
Click ‘Add’ (under ‘Steps’) in the bottom half of the window.
In the Subject field, enter a description of the step.
Optional: Enter a name for the level in which the step belongs in the Level field.
Enter a login name for the employee.
Name will appear in all caps
Complete the following fields:
Complete the following fields:
Date Hired
Salutation
First name
Middle name
Last name
Suffix
Initials
Branch Office
Professional Title, Bar Number, and Rate (if applicable)
Mailing Address (employee’s personal mailing address, not the office address)
NOTE: If the mailing address differs from the physical address, uncheck the box, and enter the mailing address in the fields that will display.
Phone Number(s) and Email Address(es).
Under the Communications section in the lower right, click the + button, and choose the type of phone number, email address, or website to enter.
Enter the information, and check the "International" and "Primary" box as necessary
Optional: Complete the remaining fields in this window (e.g., Nickname, Social Security Number, Date of Birth), but this is not required.
Click on the Security tab at the bottom of the window.
Choose what type of access, if any, the employee has to these specific areas of Prevail:
Control Panel Security
Databank Security
Document Setup Security
Employee Security
Firm Log Security
Process Builder Security
Query Manager Setup
Questionnaire Security
Questionnaire Setup Security
Report Security
Report Designer Setup
Contact Setup Security
Trust Account Security
Contact Consolidate Security
Dashboard Security
Note: When setting up security groups, under Administration > Security/Group Setup, select the access settings for several other areas of Prevail. In that area, instead of selecting access by individual employee, select access by employee type (e.g., Attorney, Paralegal, Receptionist).
On the Security tab, it is required to assign the employee to the appropriate group(s), and choose their level of access in that group. (For more information about security groups, see Security/Group Setup on page 5.)
When creating a new matter or prospect, it is automatically assigned to the "Default" security group if you do not set up any other groups. However, if you have multiple groups, you will need to select the desired group.
Warning: This group security controls which employees can access the file, and what level of access (i.e., what information in that matter) they will have.
Note: If using an Exchange server, you will set up the sync on the Sync tab. If you do not use an Exchange server, your users can still use the Outlook Sync, but will configure it under the File > User Settings menu. For more information, see User Settings on page 15.
Click on the Sync tab at the bottom of the window. Prevail's Outlook Sync allows users to synchronize appointments between their Prevail and Outlook calendars. This is a live, two-way sync. Therefore, updates to either calendar are synced to the other.
Caution: If you are not absolutely certain of the exact Exchange profile name for each user, do not guess! Consult your network administrator or IT professional.
Click on the Notes tab at the bottom of the window. If desired, enter any miscellaneous information about the employee. Highlight important information in a panel like this one. To edit this panel's color or style, select one of the options in the menu.
Click, Save.
\uD83D\uDCCB Related articles
Deleting User Accounts, User Settings