E-Training*: Set Reviewed Date on Matter Tab

This How-to covers setting the date of last review and the name of the reviewer.

To view these steps through an instructional video, click the link below.

Video Link: Set Reviewed Date on Matter Tab

Regardless of law type, on the right side of the Matter tab, there is a field for the "Last Review" date, and the name of the user who last reviewed the file ("Reviewed By" field).

• Many firms use these fields to ensure that each file is reviewed on a regular basis (monthly, quarterly, etc.).

• Establishing these criteria is set at the firm level.

• Each firm must consider what constitutes a review, who does the review, and how often it should be done.

• Reporting is based on these criteria

Instructions

1. Go the the appropriate Matter.

2. Click Tools > Set Reviewed Date.

3. Click ‘Reset’.

   1. Prevail will enter the current date in the ‘Last Review’ field and the name of the current user in the ‘Reviewed By’ field.

   2. Note: Prevail will auto-add a History entry to note the review.

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